Ooma
OOMA
70 hedge funds and large institutions have $145M invested in Ooma in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 10 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
35% more capital invested
Capital invested by funds: $107M → $145M (+$37.8M)
1.09% more ownership
Funds ownership: 73.22% → 74.31% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 72 → 70 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
30% less call options, than puts
Call options by funds: $226K | Put options by funds: $323K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HM
HCSF Management
San Francisco,
California
|
+$2.13M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$1.13M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$808K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$773K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$1.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.24M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$995K |
| 4 |
SIM
Spark Investment Management
New York
|
-$866K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$832K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Squarepoint
New York
| – | -$104K | -13,003 | Closed |
|
77
Walleye Trading
New York
| – | -$22 | -2,800 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | -$8K | -1,000 | Closed |
|
|
PG
79
PEAK6 Group
Chicago,
Illinois
| – | -$5.71K | -648 | Closed |
|
|
PHK
80
Point72 Hong Kong
Hong Kong
| – | -$1K | -179 | Closed |
|
OOMA Hedge Fund Activity: Q3 2017 in Review
70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2017, worth a combined $145M — up 35% from $107M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of OOMA and 8 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 29 added.
The largest buyer was HCSF Management, adding an estimated $2.13M. The largest seller was Argent Capital Management, exiting entirely with an estimated $1.5M sold.
- 70 institutional investors held Ooma (OOMA) as of Q3 2017, down from 72 in Q2 2017.
- Funds reported $145M of Ooma stock for Q3 2017, up 35% quarter-over-quarter.
- 8 funds opened new Ooma positions in Q3 2017 and 10 closed out, a net change of -2 holders.
- The largest Ooma buyer in Q3 2017 was HCSF Management, an estimated $2.13M added.
- The largest Ooma seller in Q3 2017 was Argent Capital Management, an estimated $1.5M sold.
Based on aggregated 13F filings for Q3 2017.