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71 hedge funds and large institutions have $167M invested in Ooma in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

24% more call options, than puts

Call options by funds: $531K | Put options by funds: $428K

15% more capital invested

Capital invested by funds: $145M → $167M (+$21.7M)

1% more funds holding

Funds holding: 7071 (+1)

0.99% less ownership

Funds ownership: 74.31%73.33% (-0.99%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
5
Increased
34
Reduced
19
Closed
4
Calls
$531K
Puts
$428K
Net Calls
+$103K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$182K -$2.41K -227 -1%
Bank of America
52
Bank of America
North Carolina
$179K +$103K +9,713 +184%
Goldman Sachs
53
Goldman Sachs
New York
$177K -$14K -1,315 -8%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$158K -$32.2K -3,028 -19%
Wolverine Trading
55
Wolverine Trading
Illinois
$146K +$13.9K +1,308 +12%
AIG
56
American International Group
New York
$136K +$553 +52 +0.5%
ARTA
57
A.R.T. Advisors
New York
$121K -$348K -32,700 -76%
PG
58
PEAK6 Group
Illinois
$121K +$108K +10,158 New
SO
59
STRS Ohio
Ohio
$58K
TRCT
60
Tower Research Capital (TRC)
New York
$50K +$36.9K +3,468 +498%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$43.7K +$21.3K +2,004 +121%
Legal & General Group
62
Legal & General Group
United Kingdom
$38K +$8.63K +811 +34%
Barclays
63
Barclays
United Kingdom
$38K +$29.3K +2,757 +686%
Parallax Volatility Advisers
64
Parallax Volatility Advisers
California
$30K +$26.8K +2,520 New
UBS Group
65
UBS Group
Switzerland
$23K +$12.2K +1,148 +148%
AIP
66
Ameritas Investment Partners
Nebraska
$18K
DCM
67
Delpha Capital Management
New York
$8K +$7.36K +692 New
MAM
68
Meeder Asset Management
Ohio
$7K
CG
69
Cutler Group
California
$3K -$12.4K -1,166 -78%
Citigroup
70
Citigroup
New York
$2K +$1.55K +146 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1K -$15.6K -1,464 -95%
SCM
72
Sterling Capital Management
North Carolina
-$725K -68,706 Closed
CS
73
Credit Suisse
Switzerland
-$353K -33,484 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$149K -14,108 Closed
NFA
75
Nationwide Fund Advisors
Ohio
-$102K -9,626 Closed

OOMA Hedge Fund Activity: Q4 2017 in Review

71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2017, worth a combined $167M — up 15% from $145M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OOMA positions and 4 closed out — a net gain of 1 holder — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.55M. The largest seller was Boston Partners, cutting an estimated $1.95M.

  • 71 institutional investors held Ooma (OOMA) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $167M of Ooma stock for Q4 2017, up 15% quarter-over-quarter.
  • 5 funds opened new Ooma positions in Q4 2017 and 4 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q4 2017 was Russell Investments Group, an estimated $3.55M added.
  • The largest Ooma seller in Q4 2017 was Boston Partners, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2017.