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71 hedge funds and large institutions have $167M invested in Ooma in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

24% more call options, than puts

Call options by funds: $531K | Put options by funds: $428K

15% more capital invested

Capital invested by funds: $145M → $167M (+$21.7M)

1% more funds holding

Funds holding: 7071 (+1)

0.99% less ownership

Funds ownership: 74.31%73.33% (-0.99%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
5
Increased
34
Reduced
19
Closed
4
Calls
$531K
Puts
$428K
Net Calls
+$103K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$16.5M -$1.84M -172,533 -11%
AIC
2
AWM Investment Company
New York
$16.1M
WCM
3
Woodson Capital Management
Connecticut
$15.3M +$969K +91,118 +8%
TM
4
Tiger Management
New York
$15.2M +$463K +43,522 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$10.5M +$806K +75,825 +9%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$10.2M +$3.55M +334,231 +66%
BlackRock
7
BlackRock
New York
$10.1M -$12.7K -1,197 -0.1%
Boston Partners
8
Boston Partners
Massachusetts
$9.13M -$1.95M -183,610 -19%
Vanguard Group
9
Vanguard Group
Pennsylvania
$8.06M +$410K +38,568 +6%
HM
10
HCSF Management
California
$7.5M +$197K +18,553 +3%
RA
11
Royce & Associates
New York
$6.6M -$178K -16,700 -3%
KAM
12
Kavi Asset Management
New York
$5.35M
PCM
13
Perritt Capital Management
Illinois
$4.72M -$51.1K -4,800 -1%
WA
14
Wasatch Advisors
Utah
$3.06M
State Street
15
State Street
Massachusetts
$3.05M +$378K +35,527 +16%
Northern Trust
16
Northern Trust
Illinois
$2.32M +$4.2K +395 +0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.13M +$247K +23,223 +15%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$1.8M +$24.6K +2,316 +2%
EM
19
Emancipation Management
New York
$1.71M -$305K -28,680 -17%
OAM
20
Oxford Asset Management
United Kingdom
$1.36M +$354K +33,311 +42%
Millennium Management
21
Millennium Management
New York
$1.09M +$575K +54,019 +145%
BRF
22
B. Riley Financial
California
$1.06M -$1.06M -99,728 -53%
BCM
23
Bridgeway Capital Management
Texas
$866K
AG
24
Algert Global
California
$817K +$223K +20,923 +44%
TCIM
25
TIAA CREF Investment Management
New York
$718K +$130K +12,253 +26%

OOMA Hedge Fund Activity: Q4 2017 in Review

71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2017, worth a combined $167M — up 15% from $145M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OOMA positions and 4 closed out — a net gain of 1 holder — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.55M. The largest seller was Boston Partners, cutting an estimated $1.95M.

  • 71 institutional investors held Ooma (OOMA) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $167M of Ooma stock for Q4 2017, up 15% quarter-over-quarter.
  • 5 funds opened new Ooma positions in Q4 2017 and 4 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q4 2017 was Russell Investments Group, an estimated $3.55M added.
  • The largest Ooma seller in Q4 2017 was Boston Partners, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2017.