We are live on ! Find out more
OOMA icon

Ooma
OOMA

83 hedge funds and large institutions have $207M invested in Ooma in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 82 → 83 (+1)

0.71% more ownership

Funds ownership: 77.26% → 77.97% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $216M → $207M (-$8.03M)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

98% less call options, than puts

Call options by funds: $11K | Put options by funds: $513K

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
25
Reduced
31
Closed
9
Calls
$11K
Puts
$513K
Net Calls
-$502K
Net Calls Change
+$79K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.94M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.05M
4
TM
Tiger Management
New York
+$1.02M
5
PPA
Parametric Portfolio Associates
Washington
+$698K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.87M
2
Ameriprise
Ameriprise
Minnesota
-$1.06M
3
AIC
AWM Investment Company
New York
-$1M
4
BlackRock
BlackRock
New York
-$974K
5
Boston Partners
Boston Partners
Massachusetts
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
76
Panagora Asset Management
Massachusetts
$34K -$325K -21,595 -89%
MWNA
77
Marshall Wace North America
New York
$28K +$31.5K +2,090 New
AIP
78
Ameritas Investment Partners
Nebraska
$20K – – –
CG
79
Cutler Group
California
$15K +$15.1K +1,000 +500%
Federated Hermes
80
Federated Hermes
Pennsylvania
$10K +$11.2K +746 New
TRCT
81
Tower Research Capital (TRC)
New York
$9K +$10.6K +702 New
Twin Tree Management
82
Twin Tree Management
Texas
$8K +$8.76K +582 New
DWA
83
Dorsey Wright & Associates
California
$7K -$8.44K -561 -50%
EI
84
EAM Investors
California
– -$773K -55,692 Closed
SRAM
85
Stone Ridge Asset Management
New York
– -$232K -16,720 Closed
TI
86
Trexquant Investment
Connecticut
– -$199K -14,340 Closed
EGM
87
Engineers Gate Manager
New York
– -$154K -11,130 Closed
Wolverine Trading
88
Wolverine Trading
Illinois
– -$143K -10,393 Closed
UBS Group
89
UBS Group
Switzerland
– -$95K -6,842 Closed
MAM
90
Meeder Asset Management
Ohio
– -$29K -2,147 Closed
Simplex Trading
91
Simplex Trading
Illinois
– -$31.6K -2,098 Closed
Macquarie Group
92
Macquarie Group
Australia
– -$20K -1,446 Closed
1 2 3
4

OOMA Hedge Fund Activity: Q1 2019 in Review

83 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2019, worth a combined $207M — down 3.7% from $216M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OOMA positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.94M. The largest seller was Royce & Associates, cutting an estimated $1.87M.

  • 83 institutional investors held Ooma (OOMA) as of Q1 2019, up from 82 in Q4 2018.
  • Funds reported $207M of Ooma stock for Q1 2019, down 3.7% quarter-over-quarter.
  • 10 funds opened new Ooma positions in Q1 2019 and 9 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q1 2019 was Wellington Management Group, an estimated $3.94M added.
  • The largest Ooma seller in Q1 2019 was Royce & Associates, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2019.