Ooma
OOMA
74 hedge funds and large institutions have $161M invested in Ooma in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% less capital invested
Capital invested by funds: $168M → $161M (-$7.09M)
4.12% less ownership
Funds ownership: 77.6% → 73.49% (-4.1%)
10% less funds holding
Funds holding: 82 → 74 (-8)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
96% less call options, than puts
Call options by funds: $8K | Put options by funds: $214K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$2.99M |
| 2 |
HM
HCSF Management
San Francisco,
California
|
+$839K |
| 3 |
RA
Royce & Associates
New York
|
+$684K |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
+$591K |
| 5 |
JP Morgan Chase
New York
|
+$465K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$6.18M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.7M |
| 3 |
Renaissance Technologies
New York
|
-$1.15M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$788K |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$589K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
American Century Companies
Kansas City,
Missouri
| – | -$367K | -35,030 | Closed |
|
77
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$332K | -31,679 | Closed |
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$163K | -15,613 | Closed |
|
79
AQR Capital Management
Greenwich,
Connecticut
| – | -$126K | -12,030 | Closed |
|
|
SRAM
80
Stone Ridge Asset Management
New York
| – | -$111K | -10,544 | Closed |
|
|
MIM
81
MetLife Investment Management
Whippany,
New Jersey
| – | -$96.6K | -9,215 | Closed |
|
|
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$66.6K | -6,351 | Closed |
|
83
Simplex Trading
Chicago,
Illinois
| – | -$11K | -939 | Closed |
|
|
CG
84
Cutler Group
San Francisco,
California
| – | -$2.34K | -200 | Closed |
|
|
AG
85
Aperio Group
Sausalito,
California
| – | -$1K | -62 | Closed |
|
OOMA Hedge Fund Activity: Q3 2019 in Review
74 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2019, worth a combined $161M — down 4.2% from $168M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of OOMA and 5 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 25 added.
The largest buyer was Russell Investments Group, adding an estimated $2.99M. The largest seller was Boston Partners, cutting an estimated $6.18M.
- 74 institutional investors held Ooma (OOMA) as of Q3 2019, down from 82 in Q2 2019.
- Funds reported $161M of Ooma stock for Q3 2019, down 4.2% quarter-over-quarter.
- 5 funds opened new Ooma positions in Q3 2019 and 12 closed out, a net change of -7 holders.
- The largest Ooma buyer in Q3 2019 was Russell Investments Group, an estimated $2.99M added.
- The largest Ooma seller in Q3 2019 was Boston Partners, an estimated $6.18M sold.
Based on aggregated 13F filings for Q3 2019.