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91 hedge funds and large institutions have $271M invested in Ooma in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $229M → $271M (+$41.7M)

4.27% more ownership

Funds ownership: 78.55%82.82% (+4.3%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

2% more call options, than puts

Call options by funds: $487K | Put options by funds: $477K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9591 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
34
Reduced
32
Closed
12
Calls
$487K
Puts
$477K
Net Calls
+$10K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
76
Simplex Trading
Illinois
$94K +$94.2K +6,378 +2,967%
PAM
77
Panagora Asset Management
Massachusetts
$67K -$268K -18,164 -80%
Citigroup
78
Citigroup
New York
$59K +$46.1K +3,119 +313%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$51.4K -$16.4K -1,110 -24%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$48K +$34.1K +2,311 +240%
UBS Group
81
UBS Group
Switzerland
$43K +$44.2K +2,991 +14,243%
FMP
82
Financial Management Professionals
Texas
$41K -$1.7K -115 -4%
Legal & General Group
83
Legal & General Group
United Kingdom
$36K
APA
84
American Portfolios Advisors
New York
$31K -$9.6K -650 -23%
AIP
85
Ameritas Investment Partners
Nebraska
$21K
PHK
86
Point72 Hong Kong
Hong Kong
$12K +$12.4K +837 +2,700%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$10K +$10.3K +700 New
IFAM
88
Institutional & Family Asset Management
Colorado
$1K -$1.48K -100 -63%
VFA
89
Valeo Financial Advisors
Indiana
$1K
AIG
90
American International Group
New York
$176 -$2.41K -163 -1%
Ameriprise
91
Ameriprise
Minnesota
-$5.92M -454,009 Closed
FP
92
Foundry Partners
Minnesota
-$1.2M -91,899 Closed
MAM
93
Martingale Asset Management
Massachusetts
-$674K -51,610 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$268K -20,500 Closed
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
-$264K -20,216 Closed
Walleye Capital
96
Walleye Capital
New York
-$161K -12,371 Closed
OR
97
Olympiad Research
Connecticut
-$139K -10,664 Closed
Group One Trading
98
Group One Trading
Illinois
-$14.8K -1,000 Closed
DWA
99
Dorsey Wright & Associates
California
-$7K -511 Closed
GT
100
Glenmede Trust
Pennsylvania
-$3K -335 Closed

OOMA Hedge Fund Activity: Q4 2020 in Review

91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2020, worth a combined $271M — up 18% from $229M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 9 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was Tygh Capital Management, opening a new position worth an estimated $4.58M. The largest seller was Ameriprise, exiting entirely with an estimated $5.92M sold.

  • 91 institutional investors held Ooma (OOMA) as of Q4 2020, down from 95 in Q3 2020.
  • Funds reported $271M of Ooma stock for Q4 2020, up 18% quarter-over-quarter.
  • 9 funds opened new Ooma positions in Q4 2020 and 12 closed out, a net change of -3 holders.
  • The largest Ooma buyer in Q4 2020 was Tygh Capital Management, an estimated $4.58M added.
  • The largest Ooma seller in Q4 2020 was Ameriprise, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2020.