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74 hedge funds and large institutions have $161M invested in Ooma in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% less capital invested

Capital invested by funds: $168M → $161M (-$7.09M)

4.12% less ownership

Funds ownership: 77.6%73.49% (-4.1%)

10% less funds holding

Funds holding: 8274 (-8)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

96% less call options, than puts

Call options by funds: $8K | Put options by funds: $214K

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
25
Reduced
29
Closed
12
Calls
$8K
Puts
$214K
Net Calls
-$206K
Net Calls Change
-$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$17.2M +$2.99M +255,527 +18%
BlackRock
2
BlackRock
New York
$17M +$457K +39,017 +2%
WCM
3
Woodson Capital Management
Connecticut
$16.4M -$221K -18,840 -1%
AIC
4
AWM Investment Company
New York
$13M
Ameriprise
5
Ameriprise
Minnesota
$11.5M -$131K -11,205 -1%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.1M -$1.15M -98,200 -9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.93M +$562 +48 +0%
TM
8
Tiger Management
New York
$9.03M
HM
9
HCSF Management
California
$7.3M +$839K +71,692 +11%
RA
10
Royce & Associates
New York
$5.67M +$684K +58,374 +12%
PCM
11
Portolan Capital Management
Massachusetts
$4.87M -$589K -50,279 -10%
WA
12
Wasatch Advisors
Utah
$3.96M -$788K -67,315 -15%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.62M +$465K +39,747 +13%
State Street
14
State Street
Massachusetts
$3.44M +$18.4K +1,573 +0.5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.48M -$17.8K -1,518 -0.6%
Northern Trust
16
Northern Trust
Illinois
$2.34M +$32K +2,735 +1%
Boston Partners
17
Boston Partners
Massachusetts
$2.13M -$6.18M -527,549 -72%
PCM
18
Perritt Capital Management
Illinois
$1.85M -$550K -47,000 -21%
FA
19
Friess Associates
Delaware
$1.41M +$591K +50,470 +59%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.26M
FP
21
Foundry Partners
Minnesota
$1.03M -$2.72K -232 -0.2%
Bank of America
22
Bank of America
North Carolina
$976K +$403K +34,399 +58%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$887K +$21K +1,793 +2%
N
24
Nuveen
North Carolina
$819K -$165K -14,058 -15%
Millennium Management
25
Millennium Management
New York
$791K -$239K -20,385 -21%

OOMA Hedge Fund Activity: Q3 2019 in Review

74 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2019, worth a combined $161M — down 4.2% from $168M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 5 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Russell Investments Group, adding an estimated $2.99M. The largest seller was Boston Partners, cutting an estimated $6.18M.

  • 74 institutional investors held Ooma (OOMA) as of Q3 2019, down from 82 in Q2 2019.
  • Funds reported $161M of Ooma stock for Q3 2019, down 4.2% quarter-over-quarter.
  • 5 funds opened new Ooma positions in Q3 2019 and 12 closed out, a net change of -7 holders.
  • The largest Ooma buyer in Q3 2019 was Russell Investments Group, an estimated $2.99M added.
  • The largest Ooma seller in Q3 2019 was Boston Partners, an estimated $6.18M sold.

Based on aggregated 13F filings for Q3 2019.