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82 hedge funds and large institutions have $213M invested in Ooma in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

32% more capital invested

Capital invested by funds: $161M → $213M (+$51.4M)

11% more funds holding

Funds holding: 7482 (+8)

0.58% more ownership

Funds ownership: 73.49%74.07% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

98% less call options, than puts

Call options by funds: $11K | Put options by funds: $733K

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
34
Reduced
23
Closed
7
Calls
$11K
Puts
$733K
Net Calls
-$722K
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.5M +$792K +65,005 +4%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$22.1M +$283K +23,279 +1%
WCM
3
Woodson Capital Management
Connecticut
$21M +$187K +15,362 +1%
AIC
4
AWM Investment Company
New York
$16.6M
Ameriprise
5
Ameriprise
Minnesota
$14.6M +$6.09K +500 +0%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.1M +$169K +13,900 +1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.6M -$34.4K -2,825 -0.3%
TM
8
Tiger Management
New York
$11.5M
HM
9
HCSF Management
California
$9.84M +$510K +41,845 +6%
RA
10
Royce & Associates
New York
$7.18M -$36.5K -3,000 -0.6%
WA
11
Wasatch Advisors
Utah
$4.98M -$57.2K -4,700 -1%
State Street
12
State Street
Massachusetts
$4.93M +$511K +41,975 +13%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.48M -$121K -9,926 -3%
FA
14
Friess Associates
Delaware
$3.92M +$1.96M +160,599 +118%
Northern Trust
15
Northern Trust
Illinois
$3.31M +$305K +25,036 +11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.29M +$129K +10,627 +4%
N
17
Nuveen
North Carolina
$2.58M +$1.41M +115,810 +147%
PCM
18
Portolan Capital Management
Massachusetts
$2.56M -$3.35M -275,121 -59%
Millennium Management
19
Millennium Management
New York
$2.24M +$1.14M +93,405 +123%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.96M +$330K +27,100 +22%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.87M +$1.16M +94,953 +205%
PCM
22
Perritt Capital Management
Illinois
$1.73M -$577K -47,366 -27%
Boston Partners
23
Boston Partners
Massachusetts
$1.71M -$929K -76,267 -37%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.32M +$762K +62,600 +168%
FP
25
Foundry Partners
Minnesota
$1.28M -$28.1K -2,305 -2%

OOMA Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2019, worth a combined $213M — up 32% from $161M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OOMA positions and 7 closed out — a net gain of 8 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Friess Associates, adding an estimated $1.96M. The largest seller was Portolan Capital Management, cutting an estimated $3.35M.

  • 82 institutional investors held Ooma (OOMA) as of Q4 2019, up from 74 in Q3 2019.
  • Funds reported $213M of Ooma stock for Q4 2019, up 32% quarter-over-quarter.
  • 15 funds opened new Ooma positions in Q4 2019 and 7 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q4 2019 was Friess Associates, an estimated $1.96M added.
  • The largest Ooma seller in Q4 2019 was Portolan Capital Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2019.