Ooma
OOMA
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.
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: 82 → 97 (+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: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$3.15M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.04M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$2.63M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$2.52M |
| 5 |
2L
22NW LP
Seattle,
Washington
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIPM
G2 Investment Partners Management
New York
|
-$4.96M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.92M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$1.57M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.51M |
| 5 |
AIC
AWM Investment Company
New York
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
101
Spark Investment Management
New York
| – | -$384K | -32,200 | Closed |
|
102
VOYA Investment Management
Atlanta,
Georgia
| – | -$124K | -10,414 | Closed |
|
|
SO
103
STRS Ohio
Columbus,
Ohio
| – | -$62K | -5,200 | Closed |
|
|
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$30K | -2,484 | Closed |
|
|
MWNA
105
Marshall Wace North America
New York
| – | -$19K | -1,615 | Closed |
|
|
MAM
106
Meeder Asset Management
Dublin,
Ohio
| – | -$7K | -557 | Closed |
|
107
Group One Trading
Chicago,
Illinois
| – | -$1K | -100 | 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.