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Ooma
OOMA

104 hedge funds and large institutions have $364M invested in Ooma in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $588K | Put options by funds: $107K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more funds holding

Funds holding: 86 → 104 (+18)

21% more capital invested

Capital invested by funds: $301M → $364M (+$62.6M)

0.39% less ownership

Funds ownership: 83.81% → 83.42% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

Holders
104
Holders Change
+18
Holders Change %
+20.93%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
31
Reduced
32
Closed
7
Calls
$588K
Puts
$107K
Net Calls
+$481K
Net Calls Change
+$399K

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$7.15M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.67M
3
Morgan Stanley
Morgan Stanley
New York
+$4.24M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.86M
5
EI
EAM Investors
California
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$12.8M
2
WCM
Woodson Capital Management
Connecticut
-$7.25M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.44M
4
OAM
Ophir Asset Management
Australia
-$3.13M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$3M +$1.31M +72,100 +83%
EI
27
EAM Investors
California
$2.88M +$2.77M +152,599 New
AIA
28
Avalon Investment & Advisory
Texas
$2.88M +$238K +13,123 +9%
Wells Fargo
29
Wells Fargo
California
$2.77M -$484K -26,675 -15%
PCM
30
Perkins Capital Management
Minnesota
$2.44M +$171K +9,425 +8%
FA
31
Friess Associates
Delaware
$2.12M – – –
Goldman Sachs
32
Goldman Sachs
New York
$2.08M +$490K +27,014 +32%
EGI
33
EAM Global Investors
California
$1.98M +$1.9M +104,961 New
CGFI
34
Cypress Growth Fund III
California
$1.89M -$90.6K -5,000 -5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.81M +$49.9K +2,754 +3%
PPA
36
Parametric Portfolio Associates
Washington
$1.62M -$12K -662 -0.8%
Charles Schwab
37
Charles Schwab
California
$1.54M – – –
Millennium Management
38
Millennium Management
New York
$1.22M +$839K +46,311 +249%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$1.21M -$25.4K -1,400 -2%
EGM
40
Engineers Gate Manager
New York
$1.2M +$665K +36,692 +136%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.17M +$655K +36,125 +141%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$1.11M +$416K +22,928 +64%
CSS
43
Cubist Systematic Strategies
Connecticut
$1.01M +$648K +35,748 +202%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$991K -$271K -14,961 -22%
Norges Bank
45
Norges Bank
Norway
$981K +$943K +52,026 New
OAM
46
Oberweis Asset Management
Illinois
$930K -$183K -10,100 -17%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$778K +$747K +41,234 New
Deutsche Bank
48
Deutsche Bank
Germany
$683K +$160K +8,846 +32%
AG
49
Algert Global
California
$645K -$67.6K -3,730 -10%
Marshall Wace
50
Marshall Wace
United Kingdom
$568K +$545K +30,091 New
1
2
3 4 5

OOMA Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2021, worth a combined $364M — up 21% from $301M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OOMA positions and 7 closed out — a net gain of 18 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Trigran Investments, adding an estimated $7.15M. The largest seller was Russell Investments Group, cutting an estimated $12.8M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $364M of Ooma stock for Q2 2021, up 21% quarter-over-quarter.
  • 25 funds opened new Ooma positions in Q2 2021 and 7 closed out, a net change of +18 holders.
  • The largest Ooma buyer in Q2 2021 was Trigran Investments, an estimated $7.15M added.
  • The largest Ooma seller in Q2 2021 was Russell Investments Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2021.