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65 hedge funds and large institutions have $121M invested in Ooma in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

575% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 4

157% more capital invested

Capital invested by funds: $47.2M → $121M (+$74.1M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more funds holding

Funds holding: 4765 (+18)

38.23% more ownership

Funds ownership: 29.3%67.53% (+38%)

12% more call options, than puts

Call options by funds: $261K | Put options by funds: $234K

Holders
65
Holders Change
+18
Holders Change %
+38.3%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
27
Reduced
4
Closed
3
Calls
$261K
Puts
$234K
Net Calls
+$27K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$13.5M +$6.44M +668,100 +97%
AIC
2
AWM Investment Company
New York
$11.1M +$10.7M +1,113,078 New
WCM
3
Woodson Capital Management
Connecticut
$9.3M +$705K +73,200 +8%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.76M +$3.97M +412,500 +112%
Boston Partners
5
Boston Partners
Massachusetts
$7.5M +$2.26M +234,994 +45%
PWAM
6
Park West Asset Management
California
$6.97M +$4.18M +434,017 +163%
RA
7
Royce & Associates
New York
$5.49M +$4.39M +455,550 +474%
WA
8
Wasatch Advisors
Utah
$4.67M +$1.73M +179,560 +62%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.55M +$1.82M +189,140 +71%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$4.23M +$2.79M +289,990 +215%
PCM
11
Perritt Capital Management
Illinois
$3.98M +$3.85M +400,000 New
GGHC
12
Gilder Gagnon Howe & Co
New York
$3.51M +$3.4M +352,798 New
BlackRock
13
BlackRock
New York
$3.17M +$3.07M +318,727 New
ACM
14
Argent Capital Management
Missouri
$2.92M +$2.83M +293,450 New
Bank of America
15
Bank of America
North Carolina
$2.64M -$563K -58,437 -18%
Citadel Advisors
16
Citadel Advisors
Florida
$2.5M +$999K +103,732 +70%
KAM
17
Kavi Asset Management
New York
$2.43M +$508K +52,733 +28%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.95M +$1.88M +195,470 New
EM
19
Emancipation Management
New York
$1.86M +$1.8M +187,293 New
Deutsche Bank
20
Deutsche Bank
Germany
$1.75M +$688K +71,431 +69%
GIP
21
Granite Investment Partners
California
$1.7M +$1.64M +170,496 New
FPC
22
Falcon Point Capital
California
$1.43M +$1.39M +144,090 New
Millennium Management
23
Millennium Management
New York
$1.42M +$1.28M +132,374 +1,254%
OAM
24
Oxford Asset Management
United Kingdom
$1.23M +$1.07M +110,809 +848%
CS
25
Credit Suisse
Switzerland
$1.2M +$52.5K +5,445 +5%

OOMA Hedge Fund Activity: Q1 2017 in Review

65 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2017, worth a combined $121M — up 157% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OOMA positions and 3 closed out — a net gain of 25 holders — while 27 added to existing stakes and 4 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $10.7M. The largest seller was Bank of America, cutting an estimated $563K.

  • 65 institutional investors held Ooma (OOMA) as of Q1 2017, up from 47 in Q4 2016.
  • Funds reported $121M of Ooma stock for Q1 2017, up 157% quarter-over-quarter.
  • 28 funds opened new Ooma positions in Q1 2017 and 3 closed out, a net change of +25 holders.
  • The largest Ooma buyer in Q1 2017 was AWM Investment Company, an estimated $10.7M added.
  • The largest Ooma seller in Q1 2017 was Bank of America, an estimated $563K sold.

Based on aggregated 13F filings for Q1 2017.