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Ooma
OOMA

82 hedge funds and large institutions have $213M invested in Ooma in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

32% more capital invested

Capital invested by funds: $161M → $213M (+$51.4M)

11% more funds holding

Funds holding: 74 → 82 (+8)

0.58% more ownership

Funds ownership: 73.49% → 74.07% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

98% less call options, than puts

Call options by funds: $11K | Put options by funds: $733K

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
34
Reduced
23
Closed
7
Calls
$11K
Puts
$733K
Net Calls
-$722K
Net Calls Change
-$516K

Top Buyers

Rank Fund Capital Flow
1
FA
Friess Associates
Delaware
+$1.96M
2
N
Nuveen
North Carolina
+$1.41M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.16M
4
Millennium Management
Millennium Management
New York
+$1.14M
5
BlackRock
BlackRock
New York
+$792K

Top Sellers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
-$3.35M
2
Boston Partners
Boston Partners
Massachusetts
-$929K
3
PCM
Perritt Capital Management
Illinois
-$577K
4
WG
Winton Group
United Kingdom
-$420K
5
SO
STRS Ohio
Ohio
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$34K +$10.1K +833 +49%
PAM
77
Panagora Asset Management
Massachusetts
$33K -$1.43K -117 -5%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$23K +$21.5K +1,768 New
AIP
79
Ameritas Investment Partners
Nebraska
$20K – – –
PHK
80
Point72 Hong Kong
Hong Kong
$11K +$9.86K +810 New
MAM
81
Meeder Asset Management
Ohio
$5K +$4.94K +406 New
Group One Trading
82
Group One Trading
Illinois
$1K – – –
WG
83
Winton Group
United Kingdom
– -$420K -40,426 Closed
CCM
84
Cloverdale Capital Management
Texas
– -$398K -38,223 Closed
MIM
85
Monashee Investment Management
Massachusetts
– -$312K -30,000 Closed
AIM
86
Alambic Investment Management
California
– -$198K -19,059 Closed
GCP
87
GSA Capital Partners
United Kingdom
– -$153K -14,666 Closed
PCM
88
Prelude Capital Management
New York
– -$7K -700 Closed
Lazard Asset Management
89
Lazard Asset Management
New York
– -$1K -171 Closed
1 2 3
4

OOMA Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2019, worth a combined $213M — up 32% from $161M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OOMA positions and 7 closed out — a net gain of 8 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Friess Associates, adding an estimated $1.96M. The largest seller was Portolan Capital Management, cutting an estimated $3.35M.

  • 82 institutional investors held Ooma (OOMA) as of Q4 2019, up from 74 in Q3 2019.
  • Funds reported $213M of Ooma stock for Q4 2019, up 32% quarter-over-quarter.
  • 15 funds opened new Ooma positions in Q4 2019 and 7 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q4 2019 was Friess Associates, an estimated $1.96M added.
  • The largest Ooma seller in Q4 2019 was Portolan Capital Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2019.