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97 hedge funds and large institutions have $295M invested in Ooma in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

87% more call options, than puts

Call options by funds: $629K | Put options by funds: $337K

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $200M → $295M (+$94.4M)

18% more funds holding

Funds holding: 8297 (+15)

3.55% more ownership

Funds ownership: 77.35%80.9% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
39
Reduced
23
Closed
10
Calls
$629K
Puts
$337K
Net Calls
+$292K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$31.1M +$2.63M +210,466 +13%
WCM
2
Woodson Capital Management
Connecticut
$30.4M +$501K +40,000 +2%
BlackRock
3
BlackRock
New York
$29M +$687K +54,893 +3%
AIC
4
AWM Investment Company
New York
$19.1M -$1.25M -100,000 -8%
Renaissance Technologies
5
Renaissance Technologies
New York
$16.8M +$1.34M +107,200 +12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.7M +$529K +42,295 +4%
TM
7
Tiger Management
New York
$14.5M
HM
8
HCSF Management
California
$12.3M
Ameriprise
9
Ameriprise
Minnesota
$11.6M -$4.92M -393,490 -36%
RA
10
Royce & Associates
New York
$9.06M +$154K +12,300 +2%
WA
11
Wasatch Advisors
Utah
$7.93M +$713K +56,976 +13%
State Street
12
State Street
Massachusetts
$7.89M +$1.42M +113,263 +31%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.65M +$456K +36,447 +12%
TI
14
Trigran Investments
Illinois
$4.15M +$3.15M +251,715 New
Northern Trust
15
Northern Trust
Illinois
$4.13M -$145K -11,570 -4%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$4.1M +$2.52M +201,280 +422%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$4.01M +$3.04M +243,301 New
HIM
18
Herald Investment Management
United Kingdom
$3.71M +$1.02M +81,400 +57%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.55M -$1.15M -91,908 -30%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$3.2M +$640K +51,112 +36%
FA
21
Friess Associates
Delaware
$3.18M -$919K -73,424 -28%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$3.13M +$995K +79,521 +72%
N
23
Nuveen
North Carolina
$2.37M -$1.51M -120,414 -46%
CCM
24
Cadence Capital Management
Massachusetts
$2.12M +$66.6K +5,323 +4%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.08M +$657K +52,508 +71%

OOMA Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2020, worth a combined $295M — up 47% from $200M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 10 closed out — a net gain of 16 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Trigran Investments, opening a new position worth an estimated $3.15M. The largest seller was G2 Investment Partners Management, cutting an estimated $4.96M.

  • 97 institutional investors held Ooma (OOMA) as of Q2 2020, up from 82 in Q1 2020.
  • Funds reported $295M of Ooma stock for Q2 2020, up 47% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2020 and 10 closed out, a net change of +16 holders.
  • The largest Ooma buyer in Q2 2020 was Trigran Investments, an estimated $3.15M added.
  • The largest Ooma seller in Q2 2020 was G2 Investment Partners Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2020.