Ooma
OOMA
64 hedge funds and large institutions have $157M invested in Ooma in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 12 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
2.62% more ownership
Funds ownership: 73.33% → 75.95% (+2.6%)
6% less capital invested
Capital invested by funds: $167M → $157M (-$9.34M)
10% less funds holding
Funds holding: 71 → 64 (-7)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $109K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.55M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$1.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$976K |
| 5 |
Renaissance Technologies
New York
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EM
Emancipation Management
New York
|
-$1.71M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$1.64M |
| 3 |
WVP
Worth Venture Partners
Fort Lee,
New Jersey
|
-$620K |
| 4 |
Millennium Management
New York
|
-$514K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$374K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$665 | -60 | -86% |
|
OOMA Hedge Fund Activity: Q1 2018 in Review
64 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2018, worth a combined $157M — down 5.6% from $167M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of OOMA and 6 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 30 added.
The largest buyer was JP Morgan Chase, adding an estimated $2.55M. The largest seller was Emancipation Management, exiting entirely with an estimated $1.71M sold.
- 64 institutional investors held Ooma (OOMA) as of Q1 2018, down from 71 in Q4 2017.
- Funds reported $157M of Ooma stock for Q1 2018, down 5.6% quarter-over-quarter.
- 6 funds opened new Ooma positions in Q1 2018 and 12 closed out, a net change of -6 holders.
- The largest Ooma buyer in Q1 2018 was JP Morgan Chase, an estimated $2.55M added.
- The largest Ooma seller in Q1 2018 was Emancipation Management, an estimated $1.71M sold.
Based on aggregated 13F filings for Q1 2018.