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64 hedge funds and large institutions have $157M invested in Ooma in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

2.62% more ownership

Funds ownership: 73.33%75.95% (+2.6%)

6% less capital invested

Capital invested by funds: $167M → $157M (-$9.34M)

10% less funds holding

Funds holding: 7164 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $109K

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
6
Increased
30
Reduced
13
Closed
12
Calls
Puts
$109K
Net Calls
-$109K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$16M +$976K +88,123 +6%
AIC
2
AWM Investment Company
New York
$14.7M
WCM
3
Woodson Capital Management
Connecticut
$14.3M +$327K +29,558 +2%
TM
4
Tiger Management
New York
$13.8M
Renaissance Technologies
5
Renaissance Technologies
New York
$10.5M +$966K +87,200 +10%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$10.3M +$1.1M +99,432 +12%
BlackRock
7
BlackRock
New York
$9.57M +$358K +32,273 +4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.41M +$1.08M +97,483 +14%
HM
9
HCSF Management
California
$6.84M
Boston Partners
10
Boston Partners
Massachusetts
$6.71M -$1.64M -147,900 -19%
RA
11
Royce & Associates
New York
$6.25M +$239K +21,574 +4%
KAM
12
Kavi Asset Management
New York
$4.88M
PCM
13
Perritt Capital Management
Illinois
$4.18M -$91.7K -8,274 -2%
WA
14
Wasatch Advisors
Utah
$3.16M +$379K +34,241 +13%
State Street
15
State Street
Massachusetts
$2.83M +$47.7K +4,302 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.77M +$2.55M +230,622 +979%
Northern Trust
17
Northern Trust
Illinois
$2.11M -$7.77K -701 -0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.85M -$89K -8,035 -5%
BCM
19
Bridgeway Capital Management
Texas
$1.63M +$853K +77,000 +106%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.46M -$189K -17,063 -11%
TCIM
21
TIAA CREF Investment Management
New York
$1.27M +$621K +56,067 +93%
OAM
22
Oxford Asset Management
United Kingdom
$1.23M +$9.85K +889 +0.8%
BRF
23
B. Riley Financial
California
$1.09M +$129K +11,643 +13%
AG
24
Algert Global
California
$788K +$42.9K +3,870 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$627K +$19.2K +1,735 +3%

OOMA Hedge Fund Activity: Q1 2018 in Review

64 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2018, worth a combined $157M — down 5.6% from $167M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 6 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.55M. The largest seller was Emancipation Management, exiting entirely with an estimated $1.71M sold.

  • 64 institutional investors held Ooma (OOMA) as of Q1 2018, down from 71 in Q4 2017.
  • Funds reported $157M of Ooma stock for Q1 2018, down 5.6% quarter-over-quarter.
  • 6 funds opened new Ooma positions in Q1 2018 and 12 closed out, a net change of -6 holders.
  • The largest Ooma buyer in Q1 2018 was JP Morgan Chase, an estimated $2.55M added.
  • The largest Ooma seller in Q1 2018 was Emancipation Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2018.