We are live on ! Find out more

75 hedge funds and large institutions have $207M invested in Ooma in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $157M → $207M (+$49.6M)

17% more funds holding

Funds holding: 6475 (+11)

1.39% less ownership

Funds ownership: 75.95%74.56% (-1.4%)

40% less call options, than puts

Call options by funds: $632K | Put options by funds: $1.06M

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
36
Reduced
18
Closed
3
Calls
$632K
Puts
$1.06M
Net Calls
-$427K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$19.9M -$689K -58,745 -4%
WCM
2
Woodson Capital Management
Connecticut
$19.3M +$560K +47,781 +4%
AIC
3
AWM Investment Company
New York
$18.9M -$142K -12,098 -0.9%
BlackRock
4
BlackRock
New York
$17.7M +$4.4M +375,221 +43%
Renaissance Technologies
5
Renaissance Technologies
New York
$14.6M +$746K +63,600 +7%
TM
6
Tiger Management
New York
$13.8M -$3.48M -296,964 -23%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$11.8M -$1.28M -108,910 -12%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.1M +$140K +11,918 +2%
Boston Partners
9
Boston Partners
Massachusetts
$8.92M +$168K +14,300 +2%
HM
10
HCSF Management
California
$8.92M +$32.8K +2,800 +0.4%
RA
11
Royce & Associates
New York
$8.16M +$37.9K +3,233 +0.6%
PCM
12
Perritt Capital Management
Illinois
$5.47M
WA
13
Wasatch Advisors
Utah
$4.41M +$255K +21,752 +8%
State Street
14
State Street
Massachusetts
$3.73M +$45K +3,840 +1%
BCM
15
Bridgeway Capital Management
Texas
$3.37M +$1.04M +88,800 +59%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.27M -$274K -23,407 -9%
Northern Trust
17
Northern Trust
Illinois
$2.86M +$100K +8,555 +4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.73M +$269K +22,973 +14%
WCA
19
Whetstone Capital Advisors
Kansas
$2.45M +$2.03M +173,278 New
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.9M +$2.11K +180 +0.1%
TCIM
21
TIAA CREF Investment Management
New York
$1.68M +$27.3K +2,325 +2%
AG
22
Algert Global
California
$1.2M +$143K +12,159 +17%
Goldman Sachs
23
Goldman Sachs
New York
$1.16M +$586K +50,013 +157%
Millennium Management
24
Millennium Management
New York
$1.16M +$435K +37,064 +83%
OAM
25
Oxford Asset Management
United Kingdom
$1.14M -$350K -29,842 -26%

OOMA Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2018, worth a combined $207M — up 32% from $157M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OOMA positions and 3 closed out — a net gain of 11 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $4.4M. The largest seller was Kavi Asset Management, exiting entirely with an estimated $4.88M sold.

  • 75 institutional investors held Ooma (OOMA) as of Q2 2018, up from 64 in Q1 2018.
  • Funds reported $207M of Ooma stock for Q2 2018, up 32% quarter-over-quarter.
  • 14 funds opened new Ooma positions in Q2 2018 and 3 closed out, a net change of +11 holders.
  • The largest Ooma buyer in Q2 2018 was BlackRock, an estimated $4.4M added.
  • The largest Ooma seller in Q2 2018 was Kavi Asset Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q2 2018.