Ooma
OOMA
83 hedge funds and large institutions have $207M invested in Ooma in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 82 → 83 (+1)
0.71% more ownership
Funds ownership: 77.26% → 77.97% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $216M → $207M (-$8.03M)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
98% less call options, than puts
Call options by funds: $11K | Put options by funds: $513K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.94M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.55M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.05M |
| 4 |
TM
Tiger Management
New York
|
+$1.02M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.87M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.06M |
| 3 |
AIC
AWM Investment Company
New York
|
-$1M |
| 4 |
BlackRock
New York
|
-$974K |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$925K |
OOMA Hedge Fund Activity: Q1 2019 in Review
83 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2019, worth a combined $207M — down 3.7% from $216M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OOMA positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 31 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.94M. The largest seller was Royce & Associates, cutting an estimated $1.87M.
- 83 institutional investors held Ooma (OOMA) as of Q1 2019, up from 82 in Q4 2018.
- Funds reported $207M of Ooma stock for Q1 2019, down 3.7% quarter-over-quarter.
- 10 funds opened new Ooma positions in Q1 2019 and 9 closed out, a net change of +1 holder.
- The largest Ooma buyer in Q1 2019 was Wellington Management Group, an estimated $3.94M added.
- The largest Ooma seller in Q1 2019 was Royce & Associates, an estimated $1.87M sold.
Based on aggregated 13F filings for Q1 2019.