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39 hedge funds and large institutions have $39.9M invested in Ooma in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $333K | Put options by funds: $143K

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

23% more capital invested

Capital invested by funds: $32.4M → $39.9M (+$7.55M)

11% more funds holding

Funds holding: 3539 (+4)

2.3% more ownership

Funds ownership: 22.98%25.28% (+2.3%)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
8
Closed
Calls
$333K
Puts
$143K
Net Calls
+$190K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$7M +$1.82M +210,377 +38%
Ameriprise
2
Ameriprise
Minnesota
$6.11M -$131K -15,100 -2%
Boston Partners
3
Boston Partners
Massachusetts
$3.69M +$1.07M +123,647 +44%
Bank of America
4
Bank of America
North Carolina
$3.36M -$439K -50,801 -12%
WA
5
Wasatch Advisors
Utah
$2.63M +$718K +83,050 +40%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.46M +$1.33M +153,500 +131%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.26M +$117K +13,491 +6%
Citadel Advisors
8
Citadel Advisors
Florida
$1.68M -$18.4K -2,127 -1%
WSA
9
Wall Street Associates
California
$1.57M
KAM
10
Kavi Asset Management
New York
$1.43M +$287K +33,200 +27%
EA
11
Emerald Acquisition
Washington
$1.13M +$249K +28,832 +30%
CS
12
Credit Suisse
Switzerland
$1.02M +$9.91K +1,146 +1%
Deutsche Bank
13
Deutsche Bank
Germany
$979K +$562K +64,944 +151%
JGC
14
J. Goldman & Co
New York
$955K -$1.7M -196,540 -65%
BIT
15
BlackRock Institutional Trust
California
$670K +$130K +15,086 +26%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$514K -$45K -5,200 -8%
BCM
17
Bridgeway Capital Management
Texas
$454K
Geode Capital Management
18
Geode Capital Management
Massachusetts
$438K +$324K +37,459 +347%
Goldman Sachs
19
Goldman Sachs
New York
$248K +$125K +14,483 +113%
BFA
20
BlackRock Fund Advisors
California
$205K -$640 -74 -0.3%
SIM
21
Spark Investment Management
New York
$195K
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$167K +$159K +18,427 New
Asset Management One
23
Asset Management One
Japan
$157K +$64.9K +7,500 +77%
Morgan Stanley
24
Morgan Stanley
New York
$145K +$17.2K +1,991 +14%
BG
25
BlackRock Group
United Kingdom
$129K +$123K +14,225 New

OOMA Hedge Fund Activity: Q3 2016 in Review

39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2016, worth a combined $39.9M — up 23% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OOMA positions and 0 closed out — a net gain of 5 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $1.82M. The largest seller was J. Goldman & Co, cutting an estimated $1.7M.

  • 39 institutional investors held Ooma (OOMA) as of Q3 2016, up from 35 in Q2 2016.
  • Funds reported $39.9M of Ooma stock for Q3 2016, up 23% quarter-over-quarter.
  • 5 funds opened new Ooma positions in Q3 2016 and 0 closed out, a net change of +5 holders.
  • The largest Ooma buyer in Q3 2016 was Park West Asset Management, an estimated $1.82M added.
  • The largest Ooma seller in Q3 2016 was J. Goldman & Co, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2016.