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Ooma
OOMA

65 hedge funds and large institutions have $121M invested in Ooma in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

575% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 4

157% more capital invested

Capital invested by funds: $47.2M → $121M (+$74.1M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more funds holding

Funds holding: 47 → 65 (+18)

38.23% more ownership

Funds ownership: 29.3% → 67.53% (+38%)

12% more call options, than puts

Call options by funds: $261K | Put options by funds: $234K

Holders
65
Holders Change
+18
Holders Change %
+38.3%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
27
Reduced
4
Closed
3
Calls
$261K
Puts
$234K
Net Calls
+$27K
Net Calls Change
+$245K

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$10.7M
2
Ameriprise
Ameriprise
Minnesota
+$6.44M
3
RA
Royce & Associates
New York
+$4.39M
4
PWAM
Park West Asset Management
California
+$4.18M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$563K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$132K
3
DTL
Dynamic Technology Lab
Singapore
-$113K
4
ARTA
A.R.T. Advisors
New York
-$97K
5
UBS Group
UBS Group
Switzerland
-$14K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$145K +$141K +14,600 New
FPF
52
FNY Partners Fund
New York
$129K +$125K +13,000 New
EMG
53
Ellington Management Group
Connecticut
$127K +$123K +12,800 New
PPA
54
Parametric Portfolio Associates
Washington
$123K -$13.1K -1,364 -10%
MC
55
Menta Capital
California
$122K +$118K +12,222 New
TRCT
56
Tower Research Capital (TRC)
New York
$56K +$38K +3,943 +234%
VC
57
Vestor Capital
Illinois
$43K +$41.8K +4,344 New
IA
58
IFP Advisors
Florida
$19K – – –
Simplex Trading
59
Simplex Trading
Illinois
$15K +$14.2K +1,472 +1,269%
UBS Group
60
UBS Group
Switzerland
$10K -$14K -1,453 -59%
Creative Planning
61
Creative Planning
Kansas
$10K – – –
CG
62
Cutler Group
California
$10K +$10.6K +1,100 New
Wells Fargo
63
Wells Fargo
California
$4K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$3K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K – – –
DTL
66
Dynamic Technology Lab
Singapore
– -$113K -12,570 Closed
ARTA
67
A.R.T. Advisors
New York
– -$97K -10,800 Closed
PA
68
Parallel Advisors
California
– -$8K -918 Closed
1 2
3

OOMA Hedge Fund Activity: Q1 2017 in Review

65 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2017, worth a combined $121M — up 157% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OOMA positions and 3 closed out — a net gain of 25 holders — while 27 added to existing stakes and 4 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $10.7M. The largest seller was Bank of America, cutting an estimated $563K.

  • 65 institutional investors held Ooma (OOMA) as of Q1 2017, up from 47 in Q4 2016.
  • Funds reported $121M of Ooma stock for Q1 2017, up 157% quarter-over-quarter.
  • 28 funds opened new Ooma positions in Q1 2017 and 3 closed out, a net change of +25 holders.
  • The largest Ooma buyer in Q1 2017 was AWM Investment Company, an estimated $10.7M added.
  • The largest Ooma seller in Q1 2017 was Bank of America, an estimated $563K sold.

Based on aggregated 13F filings for Q1 2017.