Ooma
OOMA
95 hedge funds and large institutions have $229M invested in Ooma in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 14 closing their positions.
103% more call options, than puts
Call options by funds: $411K | Put options by funds: $202K
2% less funds holding
Funds holding: 97 → 95 (-2)
2.34% less ownership
Funds ownership: 80.9% → 78.55% (-2.3%)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
22% less capital invested
Capital invested by funds: $295M → $229M (-$65.8M)
53% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 47
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$10.9M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.88M |
| 3 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$2.06M |
| 4 |
Morgan Stanley
New York
|
+$1.74M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$8.14M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.79M |
| 3 |
TM
Tiger Management
New York
|
-$2.13M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.09M |
| 5 |
2L
22NW LP
Seattle,
Washington
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
101
Cigna Investments
Bloomfield,
Connecticut
| – | -$264K | -15,989 | Closed |
|
|
ECM
102
ExodusPoint Capital Management
New York
| – | -$191K | -11,591 | Closed |
|
103
SG Americas Securities
New York
| – | -$187K | -11,368 | Closed |
|
104
D.E. Shaw & Co
New York
| – | -$165K | -10,017 | Closed |
|
105
UBS Group
Zurich,
Switzerland
| – | -$98.6K | -6,470 | -100% |
|
|
FC
106
FORA Capital
Miami,
Florida
| – | -$15K | -914 | Closed |
|
|
PHK
107
Point72 Hong Kong
Hong Kong
| – | -$9.57K | -628 | -95% |
|
108
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -186 | Closed |
|
|
S
109
SignatureFD
Atlanta,
Georgia
| – | -$2K | -100 | Closed |
|
OOMA Hedge Fund Activity: Q3 2020 in Review
95 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2020, worth a combined $229M — down 22% from $295M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of OOMA and 12 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 22 added.
The largest buyer was Trigran Investments, adding an estimated $10.9M. The largest seller was Russell Investments Group, cutting an estimated $8.14M.
- 95 institutional investors held Ooma (OOMA) as of Q3 2020, down from 97 in Q2 2020.
- Funds reported $229M of Ooma stock for Q3 2020, down 22% quarter-over-quarter.
- 12 funds opened new Ooma positions in Q3 2020 and 14 closed out, a net change of -2 holders.
- The largest Ooma buyer in Q3 2020 was Trigran Investments, an estimated $10.9M added.
- The largest Ooma seller in Q3 2020 was Russell Investments Group, an estimated $8.14M sold.
Based on aggregated 13F filings for Q3 2020.