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Ooma
OOMA

83 hedge funds and large institutions have $250M invested in Ooma in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

21% more capital invested

Capital invested by funds: $207M → $250M (+$42.8M)

11% more funds holding

Funds holding: 75 → 83 (+8)

2.14% more ownership

Funds ownership: 74.56% → 76.7% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

52% less call options, than puts

Call options by funds: $740K | Put options by funds: $1.55M

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
33
Reduced
27
Closed
8
Calls
$740K
Puts
$1.55M
Net Calls
-$812K
Net Calls Change
-$385K

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$5.63M
2
BlackRock
BlackRock
New York
+$5.44M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.69M
4
WCA
Whetstone Capital Advisors
Kansas
+$2.14M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.61M
2
Boston Partners
Boston Partners
Massachusetts
-$3.1M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.99M
4
TM
Tiger Management
New York
-$2.62M
5
BCM
Bridgeway Capital Management
Texas
-$921K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
76
Dorsey Wright & Associates
California
$16K +$15K +937 New
TDC
77
Thompson Davis & Co
Virginia
$12K +$12K +750 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$9.13K – – –
MAM
79
Meeder Asset Management
Ohio
$7K -$6.48K -404 -48%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$7K +$3.23K +201 +105%
Macquarie Group
81
Macquarie Group
Australia
$3K -$36.9K -2,300 -93%
TRCT
82
Tower Research Capital (TRC)
New York
$3K +$3.05K +190 New
CG
83
Cutler Group
California
$3K +$3.21K +200 New
BRF
84
B. Riley Financial
California
– -$471K -33,307 Closed
CSS
85
Cubist Systematic Strategies
Connecticut
– -$347K -24,520 Closed
Two Sigma Investments
86
Two Sigma Investments
New York
– -$291K -20,561 Closed
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$234K -16,507 Closed
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
– -$198K -14,022 Closed
TI
89
Trexquant Investment
Connecticut
– -$173K -12,258 Closed
PIA
90
Piedmont Investment Advisors
North Carolina
– -$4K -317 Closed
1 2 3
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OOMA Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2018, worth a combined $250M — up 21% from $207M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OOMA positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $3.61M.

  • 83 institutional investors held Ooma (OOMA) as of Q3 2018, up from 75 in Q2 2018.
  • Funds reported $250M of Ooma stock for Q3 2018, up 21% quarter-over-quarter.
  • 16 funds opened new Ooma positions in Q3 2018 and 8 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q3 2018 was Portolan Capital Management, an estimated $5.63M added.
  • The largest Ooma seller in Q3 2018 was Ameriprise, an estimated $3.61M sold.

Based on aggregated 13F filings for Q3 2018.