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47 hedge funds and large institutions have $47.2M invested in Ooma in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

21% more funds holding

Funds holding: 3947 (+8)

18% more capital invested

Capital invested by funds: $39.9M → $47.2M (+$7.23M)

4.02% more ownership

Funds ownership: 25.28%29.3% (+4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
14
Reduced
11
Closed
6
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$408K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Woodson Capital Management
Connecticut
$7.75M +$7.69M +861,400 New
Ameriprise
2
Ameriprise
Minnesota
$6.19M +$137K +15,300 +2%
Boston Partners
3
Boston Partners
Massachusetts
$4.67M +$1M +112,385 +28%
Renaissance Technologies
4
Renaissance Technologies
New York
$3.31M +$862K +96,500 +36%
Bank of America
5
Bank of America
North Carolina
$2.91M -$412K -46,097 -12%
WA
6
Wasatch Advisors
Utah
$2.61M
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.41M +$165K +18,506 +7%
PWAM
8
Park West Asset Management
California
$2.4M -$4.5M -504,502 -65%
KAM
9
Kavi Asset Management
New York
$1.72M +$299K +33,520 +21%
WSA
10
Wall Street Associates
California
$1.37M -$185K -20,686 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$1.33M -$335K -37,509 -20%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.19M +$1.2M +134,815 New
BIT
13
BlackRock Institutional Trust
California
$1.13M +$464K +51,941 +70%
CS
14
Credit Suisse
Switzerland
$1.04M +$29.1K +3,254 +3%
PCM
15
Perkins Capital Management
Minnesota
$994K +$986K +110,450 New
Deutsche Bank
16
Deutsche Bank
Germany
$937K -$33.4K -3,737 -3%
RA
17
Royce & Associates
New York
$864K +$857K +96,010 New
WVP
18
Worth Venture Partners
New Jersey
$687K +$682K +76,384 New
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$450K -$58.9K -6,600 -12%
BCM
20
Bridgeway Capital Management
Texas
$450K
Geode Capital Management
21
Geode Capital Management
Massachusetts
$434K
BFA
22
BlackRock Fund Advisors
California
$272K +$68.2K +7,639 +34%
Citigroup
23
Citigroup
New York
$233K +$143K +15,969 +160%
Morgan Stanley
24
Morgan Stanley
New York
$220K +$75.3K +8,430 +53%
Goldman Sachs
25
Goldman Sachs
New York
$198K -$47.4K -5,304 -19%

OOMA Hedge Fund Activity: Q4 2016 in Review

47 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2016, worth a combined $47.2M — up 18% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OOMA positions and 6 closed out — a net gain of 9 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Boston Partners, adding an estimated $1M. The largest seller was Park West Asset Management, cutting an estimated $4.5M.

  • 47 institutional investors held Ooma (OOMA) as of Q4 2016, up from 39 in Q3 2016.
  • Funds reported $47.2M of Ooma stock for Q4 2016, up 18% quarter-over-quarter.
  • 15 funds opened new Ooma positions in Q4 2016 and 6 closed out, a net change of +9 holders.
  • The largest Ooma buyer in Q4 2016 was Boston Partners, an estimated $1M added.
  • The largest Ooma seller in Q4 2016 was Park West Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2016.