Ooma
OOMA
83 hedge funds and large institutions have $250M invested in Ooma in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
21% more capital invested
Capital invested by funds: $207M → $250M (+$42.8M)
11% more funds holding
Funds holding: 75 → 83 (+8)
2.14% more ownership
Funds ownership: 74.56% → 76.7% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
52% less call options, than puts
Call options by funds: $740K | Put options by funds: $1.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$5.63M |
| 2 |
BlackRock
New York
|
+$5.44M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.69M |
| 4 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$2.14M |
| 5 |
Renaissance Technologies
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.61M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$3.1M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$2.99M |
| 4 |
TM
Tiger Management
New York
|
-$2.62M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$921K |
OOMA Hedge Fund Activity: Q3 2018 in Review
83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2018, worth a combined $250M — up 21% from $207M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OOMA positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 27 trimmed.
The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $3.61M.
- 83 institutional investors held Ooma (OOMA) as of Q3 2018, up from 75 in Q2 2018.
- Funds reported $250M of Ooma stock for Q3 2018, up 21% quarter-over-quarter.
- 16 funds opened new Ooma positions in Q3 2018 and 8 closed out, a net change of +8 holders.
- The largest Ooma buyer in Q3 2018 was Portolan Capital Management, an estimated $5.63M added.
- The largest Ooma seller in Q3 2018 was Ameriprise, an estimated $3.61M sold.
Based on aggregated 13F filings for Q3 2018.