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32 hedge funds and large institutions have $22.1M invested in Ooma in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

23% more funds holding

Funds holding: 2632 (+6)

0.54% more ownership

Funds ownership: 21.81%22.35% (+0.54%)

5% less capital invested

Capital invested by funds: $23.3M → $22.1M (-$1.17M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

81% less call options, than puts

Call options by funds: $67K | Put options by funds: $354K

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
6
Reduced
10
Closed
5
Calls
$67K
Puts
$354K
Net Calls
-$287K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$4.83M +$876K +137,126 +20%
Ameriprise
2
Ameriprise
Minnesota
$4.05M -$1.34M -209,200 -23%
JGC
3
J. Goldman & Co
New York
$2.51M +$2.72M +425,924 New
JP Morgan Chase
4
JP Morgan Chase
New York
$2.3M -$1.96M -306,920 -44%
Citadel Advisors
5
Citadel Advisors
Florida
$1.33M -$1.2M -188,536 -45%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.27M +$407K +63,730 +42%
RIM
7
RS Investment Management
California
$1.26M -$400K -62,560 -23%
WSA
8
Wall Street Associates
California
$1.02M
CS
9
Credit Suisse
Switzerland
$654K -$204 -32 -0%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$473K +$512K +80,100 New
KAM
11
Kavi Asset Management
New York
$454K +$489K +76,500 New
BIT
12
BlackRock Institutional Trust
California
$325K
BCM
13
Bridgeway Capital Management
Texas
$295K +$319K +50,000 New
Renaissance Technologies
14
Renaissance Technologies
New York
$261K +$283K +44,300 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$210K +$12.3K +1,923 +6%
SIM
16
Spark Investment Management
New York
$209K -$103K -16,200 -31%
Bank of America
17
Bank of America
North Carolina
$149K +$78.7K +12,324 +96%
RFC
18
Russell Frank Company
Washington
$100K +$107K +16,810 New
Goldman Sachs
19
Goldman Sachs
New York
$97K +$38K +5,949 +57%
BFA
20
BlackRock Fund Advisors
California
$91K -$8.21K -1,286 -8%
SST
21
S Squared Technology
New York
$73K +$79.1K +12,390 New
Northern Trust
22
Northern Trust
Illinois
$64K +$69.6K +10,893 New
Morgan Stanley
23
Morgan Stanley
New York
$39K +$18.5K +2,900 +77%
Deutsche Bank
24
Deutsche Bank
Germany
$38K -$1.71K -267 -4%
CG
25
Cutler Group
California
$17K +$18.9K +2,965 New

OOMA Hedge Fund Activity: Q1 2016 in Review

32 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2016, worth a combined $22.1M — down 5% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OOMA positions and 5 closed out — a net gain of 6 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $2.72M. The largest seller was JP Morgan Chase, cutting an estimated $1.96M.

  • 32 institutional investors held Ooma (OOMA) as of Q1 2016, up from 26 in Q4 2015.
  • Funds reported $22.1M of Ooma stock for Q1 2016, down 5% quarter-over-quarter.
  • 11 funds opened new Ooma positions in Q1 2016 and 5 closed out, a net change of +6 holders.
  • The largest Ooma buyer in Q1 2016 was J. Goldman & Co, an estimated $2.72M added.
  • The largest Ooma seller in Q1 2016 was JP Morgan Chase, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2016.