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72 hedge funds and large institutions have $107M invested in Ooma in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

11% more funds holding

Funds holding: 6572 (+7)

5.69% more ownership

Funds ownership: 67.53%73.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less capital invested

Capital invested by funds: $121M → $107M (-$14.3M)

28% less call options, than puts

Call options by funds: $156K | Put options by funds: $216K

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
24
Reduced
18
Closed
19
Calls
$156K
Puts
$216K
Net Calls
-$60K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$11.7M +$1.05M +103,000 +8%
AIC
2
AWM Investment Company
New York
$10.8M +$2.35M +230,872 +21%
TM
3
Tiger Management
New York
$9.81M +$12.5M +1,226,000 New
WCM
4
Woodson Capital Management
Connecticut
$9.54M +$2.63M +257,824 +28%
BlackRock
5
BlackRock
New York
$7.35M +$6.12M +600,294 +188%
Boston Partners
6
Boston Partners
Massachusetts
$7.11M +$1.38M +135,290 +18%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.73M +$623K +61,100 +8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.61M +$1.21M +119,049 +26%
RA
9
Royce & Associates
New York
$4M -$522K -51,212 -9%
KAM
10
Kavi Asset Management
New York
$3.26M +$1.67M +163,800 +67%
PCM
11
Perritt Capital Management
Illinois
$3.2M
Russell Investments Group
12
Russell Investments Group
United Kingdom
$3.05M -$448K -43,949 -10%
HM
13
HCSF Management
California
$2.94M +$3.74M +367,188 New
State Street
14
State Street
Massachusetts
$1.51M +$1.78M +174,179 +1,185%
Northern Trust
15
Northern Trust
Illinois
$1.51M +$1.67M +163,676 +658%
ACM
16
Argent Capital Management
Missouri
$1.5M -$1.08M -105,850 -36%
WA
17
Wasatch Advisors
Utah
$1.44M -$2.95M -289,610 -62%
Deutsche Bank
18
Deutsche Bank
Germany
$1.39M -$18.5K -1,813 -1%
EM
19
Emancipation Management
New York
$1.29M -$267K -26,233 -14%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.22M +$474K +46,544 +44%
CS
21
Credit Suisse
Switzerland
$950K -$19.9K -1,951 -2%
Bank of America
22
Bank of America
North Carolina
$946K -$1.5M -146,755 -55%
BRF
23
B. Riley Financial
California
$927K +$648K +63,603 +122%
Citadel Advisors
24
Citadel Advisors
Florida
$869K -$1.45M -142,502 -57%
SIM
25
Spark Investment Management
New York
$866K +$877K +86,000 +386%

OOMA Hedge Fund Activity: Q2 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2017, worth a combined $107M — down 12% from $121M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 19 closed out — a net gain of 7 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Tiger Management, opening a new position worth an estimated $12.5M. The largest seller was Park West Asset Management, exiting entirely with an estimated $6.97M sold.

  • 72 institutional investors held Ooma (OOMA) as of Q2 2017, up from 65 in Q1 2017.
  • Funds reported $107M of Ooma stock for Q2 2017, down 12% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2017 and 19 closed out, a net change of +7 holders.
  • The largest Ooma buyer in Q2 2017 was Tiger Management, an estimated $12.5M added.
  • The largest Ooma seller in Q2 2017 was Park West Asset Management, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2017.