Ooma
OOMA
104 hedge funds and large institutions have $364M invested in Ooma in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.
450% more call options, than puts
Call options by funds: $588K | Put options by funds: $107K
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more funds holding
Funds holding: 86 → 104 (+18)
21% more capital invested
Capital invested by funds: $301M → $364M (+$62.6M)
0.39% less ownership
Funds ownership: 83.81% → 83.42% (-0.39%)
3% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$7.15M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.67M |
| 3 |
Morgan Stanley
New York
|
+$4.24M |
| 4 |
Renaissance Technologies
New York
|
+$3.86M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$12.8M |
| 2 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$7.25M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.44M |
| 4 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$3.13M |
| 5 |
Rafferty Asset Management
New York
|
-$2.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| $1K | +$1.23K | +68 | New |
|
|
AIG
102
American International Group
New York
| $230 | -$4.75K | -262 | -2% |
|
103
Nisa Investment Advisors
St. Louis,
Missouri
| $13 | – | – | – |
|
|
104
Rafferty Asset Management
New York
| – | -$2.19M | -137,878 | Closed |
|
105
California Public Employees Retirement System
Sacramento,
California
| – | -$669K | -42,200 | Closed |
|
106
VOYA Investment Management
Atlanta,
Georgia
| – | -$159K | -10,013 | Closed |
|
107
Simplex Trading
Chicago,
Illinois
| – | -$81.2K | -4,481 | Closed |
|
108
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10K | -625 | Closed |
|
|
EVM
109
Eaton Vance Management
Boston,
Massachusetts
| – | -$6K | -347 | Closed |
|
|
VFA
110
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -100 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | +$471 | +26 | New |
|
OOMA Hedge Fund Activity: Q2 2021 in Review
104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2021, worth a combined $364M — up 21% from $301M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new OOMA positions and 7 closed out — a net gain of 18 holders — while 31 added to existing stakes and 32 trimmed.
The largest buyer was Trigran Investments, adding an estimated $7.15M. The largest seller was Russell Investments Group, cutting an estimated $12.8M.
- 104 institutional investors held Ooma (OOMA) as of Q2 2021, up from 86 in Q1 2021.
- Funds reported $364M of Ooma stock for Q2 2021, up 21% quarter-over-quarter.
- 25 funds opened new Ooma positions in Q2 2021 and 7 closed out, a net change of +18 holders.
- The largest Ooma buyer in Q2 2021 was Trigran Investments, an estimated $7.15M added.
- The largest Ooma seller in Q2 2021 was Russell Investments Group, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2021.