Ooma
OOMA
86 hedge funds and large institutions have $301M invested in Ooma in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 11 closing their positions.
911% more call options, than puts
Call options by funds: $91K | Put options by funds: $9K
11% more capital invested
Capital invested by funds: $271M → $301M (+$30.7M)
0.99% more ownership
Funds ownership: 82.82% → 83.81% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 91 → 86 (-5)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.41M |
| 3 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$3.13M |
| 4 |
Rafferty Asset Management
New York
|
+$1.84M |
| 5 |
RA
Royce & Associates
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$5.98M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.55M |
| 3 |
Morgan Stanley
New York
|
-$1.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.78M |
| 5 |
Goldman Sachs
New York
|
-$1.77M |
OOMA Hedge Fund Activity: Q1 2021 in Review
86 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2021, worth a combined $301M — up 11% from $271M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OOMA and 6 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 28 added.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $10M. The largest seller was Russell Investments Group, cutting an estimated $5.98M.
- 86 institutional investors held Ooma (OOMA) as of Q1 2021, down from 91 in Q4 2020.
- Funds reported $301M of Ooma stock for Q1 2021, up 11% quarter-over-quarter.
- 6 funds opened new Ooma positions in Q1 2021 and 11 closed out, a net change of -5 holders.
- The largest Ooma buyer in Q1 2021 was Lord, Abbett & Co, an estimated $10M added.
- The largest Ooma seller in Q1 2021 was Russell Investments Group, an estimated $5.98M sold.
Based on aggregated 13F filings for Q1 2021.