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82 hedge funds and large institutions have $168M invested in Ooma in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.36% less ownership

Funds ownership: 77.97%77.6% (-0.36%)

1% less funds holding

Funds holding: 8382 (-1)

10% less call options, than puts

Call options by funds: $9K | Put options by funds: $10K

19% less capital invested

Capital invested by funds: $207M → $168M (-$39.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
31
Reduced
28
Closed
11
Calls
$9K
Puts
$10K
Net Calls
-$1K
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.7M +$883K +69,575 +5%
WCM
2
Woodson Capital Management
Connecticut
$16.7M +$459K +36,200 +2%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$14.6M +$4.87M +383,436 +38%
AIC
4
AWM Investment Company
New York
$13.1M +$292K +23,000 +2%
Ameriprise
5
Ameriprise
Minnesota
$11.7M +$22.8K +1,800 +0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.2M -$437K -34,400 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10M -$161K -12,709 -1%
TM
8
Tiger Management
New York
$9.1M
Boston Partners
9
Boston Partners
Massachusetts
$7.68M +$2.84M +223,850 +44%
HM
10
HCSF Management
California
$6.61M
PCM
11
Portolan Capital Management
Massachusetts
$5.44M +$658K +51,880 +11%
RA
12
Royce & Associates
New York
$5.11M +$955K +75,232 +18%
WA
13
Wasatch Advisors
Utah
$4.7M +$1.43M +112,673 +34%
State Street
14
State Street
Massachusetts
$3.45M +$65.8K +5,181 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.25M +$127K +9,990 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.51M -$195K -15,329 -6%
PCM
17
Perritt Capital Management
Illinois
$2.36M -$571K -45,000 -17%
Northern Trust
18
Northern Trust
Illinois
$2.33M +$45K +3,546 +2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$2.11M -$2.74M -216,260 -52%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.27M -$73.6K -5,800 -5%
FP
21
Foundry Partners
Minnesota
$1.04M -$3.68K -290 -0.3%
Millennium Management
22
Millennium Management
New York
$1.01M +$345K +27,178 +39%
N
23
Nuveen
North Carolina
$973K +$1.18M +92,816 New
FA
24
Friess Associates
Delaware
$892K -$242K -19,100 -18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$874K -$24.7K -1,945 -2%

OOMA Hedge Fund Activity: Q2 2019 in Review

82 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2019, worth a combined $168M — down 19% from $207M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OOMA positions and 11 closed out — a net gain of 1 holder — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $4.87M. The largest seller was Wellington Management Group, cutting an estimated $2.74M.

  • 82 institutional investors held Ooma (OOMA) as of Q2 2019, down from 83 in Q1 2019.
  • Funds reported $168M of Ooma stock for Q2 2019, down 19% quarter-over-quarter.
  • 12 funds opened new Ooma positions in Q2 2019 and 11 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q2 2019 was Russell Investments Group, an estimated $4.87M added.
  • The largest Ooma seller in Q2 2019 was Wellington Management Group, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2019.