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97 hedge funds and large institutions have $295M invested in Ooma in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

87% more call options, than puts

Call options by funds: $629K | Put options by funds: $337K

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $200M → $295M (+$94.4M)

18% more funds holding

Funds holding: 8297 (+15)

3.55% more ownership

Funds ownership: 77.35%80.9% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
39
Reduced
23
Closed
10
Calls
$629K
Puts
$337K
Net Calls
+$292K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$182K -$86K -6,875 -38%
CIP
77
Cornerstone Investment Partners
Georgia
$178K +$135K +10,772 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$165K +$125K +10,017 New
MIM
79
MetLife Investment Management
New Jersey
$153K
Morgan Stanley
80
Morgan Stanley
New York
$145K -$874K -69,831 -89%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$108K
UBS Group
82
UBS Group
Switzerland
$107K -$65.5K -5,231 -45%
APA
83
American Portfolios Advisors
New York
$102K -$16.9K -1,350 -18%
TRCT
84
Tower Research Capital (TRC)
New York
$101K +$76.6K +6,122 New
Legal & General Group
85
Legal & General Group
United Kingdom
$56K +$1.05K +84 +3%
Citigroup
86
Citigroup
New York
$47K -$39K -3,113 -52%
Simplex Trading
87
Simplex Trading
Illinois
$35K -$131K -10,495 -83%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$29K +$20.6K +1,649 New
AIP
89
Ameritas Investment Partners
Nebraska
$25K
FC
90
FORA Capital
Florida
$15K +$11.4K +914 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$12.8K -$67.8K -5,414 -87%
PHK
92
Point72 Hong Kong
Hong Kong
$11K -$338 -27 -4%
PCM
93
Prelude Capital Management
New York
$4K +$3.34K +267 New
Federated Hermes
94
Federated Hermes
Pennsylvania
$3K +$1.4K +112 +151%
IFAM
95
Institutional & Family Asset Management
Colorado
$3K +$2K +160 New
S
96
SignatureFD
Georgia
$2K +$1.25K +100 New
VFA
97
Valeo Financial Advisors
Indiana
$2K +$1.25K +100 New
PCM
98
Portolan Capital Management
Massachusetts
-$1.57M -131,676 Closed
Marshall Wace
99
Marshall Wace
United Kingdom
-$532K -44,603 Closed
BCM
100
Bridgeway Capital Management
Texas
-$453K -38,000 Closed

OOMA Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2020, worth a combined $295M — up 47% from $200M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 10 closed out — a net gain of 16 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Trigran Investments, opening a new position worth an estimated $3.15M. The largest seller was G2 Investment Partners Management, cutting an estimated $4.96M.

  • 97 institutional investors held Ooma (OOMA) as of Q2 2020, up from 82 in Q1 2020.
  • Funds reported $295M of Ooma stock for Q2 2020, up 47% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2020 and 10 closed out, a net change of +16 holders.
  • The largest Ooma buyer in Q2 2020 was Trigran Investments, an estimated $3.15M added.
  • The largest Ooma seller in Q2 2020 was G2 Investment Partners Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2020.