Ooma
OOMA
75 hedge funds and large institutions have $207M invested in Ooma in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more capital invested
Capital invested by funds: $157M → $207M (+$49.6M)
17% more funds holding
Funds holding: 64 → 75 (+11)
1.39% less ownership
Funds ownership: 75.95% → 74.56% (-1.4%)
40% less call options, than puts
Call options by funds: $632K | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.4M |
| 2 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$2.03M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.04M |
| 4 |
Renaissance Technologies
New York
|
+$746K |
| 5 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Kavi Asset Management
New York
|
-$4.88M |
| 2 |
TM
Tiger Management
New York
|
-$3.48M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.28M |
| 4 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$787K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$689K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| – | -$15K | -1,414 | Closed |
|
|
PG
77
PEAK6 Group
Chicago,
Illinois
| – | -$15K | -1,397 | Closed |
|
78
SEI Investments
Oaks,
Pennsylvania
| – | +$293 | +25 | New |
|
OOMA Hedge Fund Activity: Q2 2018 in Review
75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2018, worth a combined $207M — up 32% from $157M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OOMA positions and 3 closed out — a net gain of 11 holders — while 36 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $4.4M. The largest seller was Kavi Asset Management, exiting entirely with an estimated $4.88M sold.
- 75 institutional investors held Ooma (OOMA) as of Q2 2018, up from 64 in Q1 2018.
- Funds reported $207M of Ooma stock for Q2 2018, up 32% quarter-over-quarter.
- 14 funds opened new Ooma positions in Q2 2018 and 3 closed out, a net change of +11 holders.
- The largest Ooma buyer in Q2 2018 was BlackRock, an estimated $4.4M added.
- The largest Ooma seller in Q2 2018 was Kavi Asset Management, an estimated $4.88M sold.
Based on aggregated 13F filings for Q2 2018.