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91 hedge funds and large institutions have $271M invested in Ooma in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $229M → $271M (+$41.7M)

4.27% more ownership

Funds ownership: 78.55%82.82% (+4.3%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

2% more call options, than puts

Call options by funds: $487K | Put options by funds: $477K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9591 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
34
Reduced
32
Closed
12
Calls
$487K
Puts
$477K
Net Calls
+$10K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Woodson Capital Management
Connecticut
$26.8M +$148K +10,000 +0.5%
BlackRock
2
BlackRock
New York
$25.6M +$619K +41,938 +2%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$21.9M +$2.41M +163,248 +12%
AIC
4
AWM Investment Company
New York
$15.9M
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.8M +$1.3M +88,185 +9%
Renaissance Technologies
6
Renaissance Technologies
New York
$14.8M -$164K -11,100 -1%
TI
7
Trigran Investments
Illinois
$14.2M +$208K +14,100 +1%
HM
8
HCSF Management
California
$10.7M
TM
9
Tiger Management
New York
$10.7M
OAM
10
Ophir Asset Management
Australia
$10.4M +$10.7M +721,465 New
RA
11
Royce & Associates
New York
$8.6M +$703K +47,600 +9%
WA
12
Wasatch Advisors
Utah
$7.67M -$517K -34,988 -6%
State Street
13
State Street
Massachusetts
$7.2M +$321K +21,732 +5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$6M +$553K +37,470 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.24M +$199K +13,462 +4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$4.59M +$3.83M +259,319 +436%
TCM
17
Tygh Capital Management
Oregon
$4.46M +$4.58M +309,898 New
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$4.21M -$212K -14,334 -5%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$3.55M -$14.8K -1,000 -0.4%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.38M +$367K +24,832 +12%
Northern Trust
21
Northern Trust
Illinois
$3.33M -$101K -6,853 -3%
HIM
22
Herald Investment Management
United Kingdom
$3.25M
Goldman Sachs
23
Goldman Sachs
New York
$2.84M +$23.5K +1,588 +0.8%
FA
24
Friess Associates
Delaware
$2.69M -$93.1K -6,302 -3%
Wells Fargo
25
Wells Fargo
California
$2.49M +$472K +31,986 +23%

OOMA Hedge Fund Activity: Q4 2020 in Review

91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2020, worth a combined $271M — up 18% from $229M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 9 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was Tygh Capital Management, opening a new position worth an estimated $4.58M. The largest seller was Ameriprise, exiting entirely with an estimated $5.92M sold.

  • 91 institutional investors held Ooma (OOMA) as of Q4 2020, down from 95 in Q3 2020.
  • Funds reported $271M of Ooma stock for Q4 2020, up 18% quarter-over-quarter.
  • 9 funds opened new Ooma positions in Q4 2020 and 12 closed out, a net change of -3 holders.
  • The largest Ooma buyer in Q4 2020 was Tygh Capital Management, an estimated $4.58M added.
  • The largest Ooma seller in Q4 2020 was Ameriprise, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2020.