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82 hedge funds and large institutions have $200M invested in Ooma in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.28% more ownership

Funds ownership: 74.07%77.35% (+3.3%)

0% more funds holding

Funds holding: 8282 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

6% less capital invested

Capital invested by funds: $213M → $200M (-$12.4M)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $553K

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
28
Reduced
31
Closed
11
Calls
$6K
Puts
$553K
Net Calls
-$547K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$245K
PCMI
52
Paradigm Capital Management Inc
New York
$239K
AG
53
Algert Global
California
$220K +$80.8K +6,390 +53%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$215K
William Blair & Company
55
William Blair & Company
Illinois
$214K -$63.2K -5,000 -22%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K +$15.7K +1,245 +10%
CSS
57
Cubist Systematic Strategies
Connecticut
$153K -$5.79K -458 -3%
Simplex Trading
58
Simplex Trading
Illinois
$151K +$38.9K +3,076 +32%
AllianceBernstein
59
AllianceBernstein
Tennessee
$150K -$8.85K -700 -5%
PAM
60
Panagora Asset Management
Massachusetts
$148K +$126K +9,927 +402%
AIG
61
American International Group
New York
$144K -$4.36K -345 -3%
PP
62
PDT Partners
New York
$142K -$923 -73 -0.6%
UBS Group
63
UBS Group
Switzerland
$140K -$165K -13,062 -53%
PPA
64
Parametric Portfolio Associates
Washington
$136K -$45.5K -3,598 -24%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$124K
Deutsche Bank
66
Deutsche Bank
Germany
$121K -$16.1K -1,277 -11%
MIM
67
MetLife Investment Management
New Jersey
$110K
APA
68
American Portfolios Advisors
New York
$90.1K +$95.5K +7,550 New
Barclays
69
Barclays
United Kingdom
$81K -$165K -13,056 -66%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$78.3K +$13.2K +1,044 +19%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$73.8K +$42.3K +3,345 +118%
Citigroup
72
Citigroup
New York
$71K +$24.6K +1,942 +48%
SO
73
STRS Ohio
Ohio
$62K
Legal & General Group
74
Legal & General Group
United Kingdom
$39K -$12.2K -967 -23%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30K +$31.4K +2,484 New

OOMA Hedge Fund Activity: Q1 2020 in Review

82 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2020, worth a combined $200M — down 5.8% from $213M a quarter earlier.

Fund positioning in OOMA was balanced in Q1 2020: 11 funds opened new positions, 11 closed out, 28 added to existing stakes and 31 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $5.33M. The largest seller was Millennium Management, exiting entirely with an estimated $2.24M sold.

  • 82 institutional investors held Ooma (OOMA) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $200M of Ooma stock for Q1 2020, down 5.8% quarter-over-quarter.
  • 11 funds opened new Ooma positions in Q1 2020 and 11 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q1 2020 was G2 Investment Partners Management, an estimated $5.33M added.
  • The largest Ooma seller in Q1 2020 was Millennium Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2020.