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35 hedge funds and large institutions have $32.4M invested in Ooma in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $82K | Put options by funds: $41K

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

46% more capital invested

Capital invested by funds: $22.1M → $32.4M (+$10.2M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

9% more funds holding

Funds holding: 3235 (+3)

0.63% more ownership

Funds ownership: 22.35%22.98% (+0.63%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
9
Closed
5
Calls
$82K
Puts
$41K
Net Calls
+$41K
Net Calls Change
+$328K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.63M +$9.22K +1,300 +0.2%
PWAM
2
Park West Asset Management
California
$4.59M -$1.83M -257,770 -32%
Bank of America
3
Bank of America
North Carolina
$3.44M +$2.8M +395,182 +1,569%
JGC
4
J. Goldman & Co
New York
$2.47M -$882K -124,231 -29%
Boston Partners
5
Boston Partners
Massachusetts
$2.32M +$2.01M +282,774 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.93M +$146K +20,566 +10%
WA
7
Wasatch Advisors
Utah
$1.7M +$1.47M +207,000 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.53M -$277K -38,986 -17%
WSA
9
Wall Street Associates
California
$1.42M
KAM
10
Kavi Asset Management
New York
$1.02M +$341K +48,000 +63%
Renaissance Technologies
11
Renaissance Technologies
New York
$962K +$519K +73,200 +165%
RIM
12
RS Investment Management
California
$929K -$707K -99,600 -47%
CS
13
Credit Suisse
Switzerland
$908K -$7 -1 -0%
EA
14
Emerald Acquisition
Washington
$779K +$675K +95,110 New
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$506K -$130K -18,300 -23%
BIT
16
BlackRock Institutional Trust
California
$481K +$26.3K +3,707 +7%
BCM
17
Bridgeway Capital Management
Texas
$410K
Deutsche Bank
18
Deutsche Bank
Germany
$351K +$259K +36,475 +563%
BFA
19
BlackRock Fund Advisors
California
$185K +$50.7K +7,150 +46%
SIM
20
Spark Investment Management
New York
$176K -$99.3K -14,000 -39%
Morgan Stanley
21
Morgan Stanley
New York
$114K +$51.9K +7,316 +110%
Goldman Sachs
22
Goldman Sachs
New York
$105K -$25.6K -3,610 -22%
Northern Trust
23
Northern Trust
Illinois
$89K
Geode Capital Management
24
Geode Capital Management
Massachusetts
$88K
Asset Management One
25
Asset Management One
Japan
$80K +$69.5K +9,800 New

OOMA Hedge Fund Activity: Q2 2016 in Review

35 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2016, worth a combined $32.4M — up 46% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OOMA positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $2.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2.3M sold.

  • 35 institutional investors held Ooma (OOMA) as of Q2 2016, up from 32 in Q1 2016.
  • Funds reported $32.4M of Ooma stock for Q2 2016, up 46% quarter-over-quarter.
  • 9 funds opened new Ooma positions in Q2 2016 and 5 closed out, a net change of +4 holders.
  • The largest Ooma buyer in Q2 2016 was Bank of America, an estimated $2.8M added.
  • The largest Ooma seller in Q2 2016 was JP Morgan Chase, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2016.