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Ooma
OOMA

82 hedge funds and large institutions have $200M invested in Ooma in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

3.28% more ownership

Funds ownership: 74.07% → 77.35% (+3.3%)

0% more funds holding

Funds holding: 82 → 82 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

6% less capital invested

Capital invested by funds: $213M → $200M (-$12.4M)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $553K

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
28
Reduced
31
Closed
11
Calls
$6K
Puts
$553K
Net Calls
-$547K
Net Calls Change
+$175K

Top Buyers

1
GIPM
G2 Investment Partners Management
New York
+$5.33M
2
WCM
Woodson Capital Management
Connecticut
+$2.75M
3
HIM
Herald Investment Management
United Kingdom
+$1.82M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.66M
5
CCM
Cadence Capital Management
Massachusetts
+$1.56M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$2.24M
2
OAM
Oxford Asset Management
United Kingdom
-$1.03M
3
Renaissance Technologies
Renaissance Technologies
New York
-$929K
4
Two Sigma Investments
Two Sigma Investments
New York
-$857K
5
PCM
Portolan Capital Management
Massachusetts
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1
Woodson Capital Management
Connecticut
$21.6M +$2.75M +217,300 +14%
BlackRock
2
BlackRock
New York
$20.4M +$85.1K +6,726 +0.4%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$20M +$54.2K +4,283 +0.3%
AIC
4
AWM Investment Company
New York
$15M +$38.1K +3,015 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$13.1M -$116K -9,200 -0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.6M +$270K +21,364 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.9M -$929K -73,500 -7%
TM
8
Tiger Management
New York
$10.5M +$160K +12,688 +1%
HM
9
HCSF Management
California
$8.87M – – –
RA
10
Royce & Associates
New York
$6.41M -$63.2K -5,000 -0.9%
WA
11
Wasatch Advisors
Utah
$5.06M +$603K +47,652 +13%
GIPM
12
G2 Investment Partners Management
New York
$5.03M +$5.33M +421,708 New
State Street
13
State Street
Massachusetts
$4.36M -$94.1K -7,444 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.66M -$393K -31,097 -9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.65M +$726K +57,411 +23%
FA
16
Friess Associates
Delaware
$3.18M -$374K -29,590 -10%
N
17
Nuveen
North Carolina
$3.15M +$881K +69,682 +36%
Northern Trust
18
Northern Trust
Illinois
$3.13M +$149K +11,788 +5%
Victory Capital Management
19
Victory Capital Management
Texas
$1.78M +$1.66M +131,059 +715%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.71M -$63.6K -5,027 -3%
HIM
21
Herald Investment Management
United Kingdom
$1.71M +$1.82M +144,000 New
PCM
22
Portolan Capital Management
Massachusetts
$1.57M -$781K -61,747 -32%
CCM
23
Cadence Capital Management
Massachusetts
$1.47M +$1.56M +123,403 New
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.32M +$708K +55,956 +102%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.28M +$98.6K +7,800 +8%
1
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OOMA Hedge Fund Activity: Q1 2020 in Review

82 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2020, worth a combined $200M — down 5.8% from $213M a quarter earlier.

Fund positioning in OOMA was balanced in Q1 2020: 11 funds opened new positions, 11 closed out, 28 added to existing stakes and 31 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $5.33M. The largest seller was Millennium Management, exiting entirely with an estimated $2.24M sold.

  • 82 institutional investors held Ooma (OOMA) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $200M of Ooma stock for Q1 2020, down 5.8% quarter-over-quarter.
  • 11 funds opened new Ooma positions in Q1 2020 and 11 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q1 2020 was G2 Investment Partners Management, an estimated $5.33M added.
  • The largest Ooma seller in Q1 2020 was Millennium Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2020.