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Ooma
OOMA

103 hedge funds and large institutions have $389M invested in Ooma in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $351M → $389M (+$37.8M)

2% more funds holding

Funds holding: 101 → 103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 80.62% → 80.09% (-0.53%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

73% less call options, than puts

Call options by funds: $18K | Put options by funds: $67K

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.59%
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
40
Closed
6
Calls
$18K
Puts
$67K
Net Calls
-$49K
Net Calls Change
-$195K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.44M
2
State Street
State Street
Massachusetts
+$3.38M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.36M
4
OAM
Ophir Asset Management
Australia
+$1.93M
5
BlackRock
BlackRock
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.99M
2
Two Sigma Investments
Two Sigma Investments
New York
-$1.55M
3
RA
Royce & Associates
New York
-$1.49M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.43M
5
TCM
Tygh Capital Management
Oregon
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.15M +$307K +15,089 +11%
PCM
27
Perkins Capital Management
Minnesota
$3.08M -$33.6K -1,650 -1%
FA
28
Friess Associates
Delaware
$2.85M +$285K +14,000 +11%
Charles Schwab
29
Charles Schwab
California
$2.74M -$157K -7,690 -5%
AIA
30
Avalon Investment & Advisory
Texas
$2.71M -$435K -21,332 -14%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.24M +$193K +9,457 +9%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.93M -$815K -40,000 -30%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.9M +$716K +35,166 +61%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$1.45M +$250K +12,281 +21%
OAM
35
Oberweis Asset Management
Illinois
$1.19M +$183K +9,000 +18%
Walleye Capital
36
Walleye Capital
New York
$1.16M -$325K -15,956 -22%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.09M -$1.55M -75,966 -59%
Millennium Management
38
Millennium Management
New York
$1M -$377K -18,487 -27%
Barclays
39
Barclays
United Kingdom
$929K +$351K +17,240 +61%
Bank of America
40
Bank of America
North Carolina
$848K +$204K +10,024 +32%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$847K +$845K +41,482 New
Goldman Sachs
42
Goldman Sachs
New York
$843K -$107K -5,271 -11%
Wells Fargo
43
Wells Fargo
California
$832K -$1.14M -55,797 -58%
Norges Bank
44
Norges Bank
Norway
$774K -$656K -32,200 -46%
EGM
45
Engineers Gate Manager
New York
$679K -$266K -13,075 -28%
Boston Partners
46
Boston Partners
Massachusetts
$647K +$165K +8,106 +34%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$635K -$555K -27,229 -47%
SGI
48
Summit Global Investments
Utah
$619K +$617K +30,300 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$605K +$522K +25,624 +649%
Deutsche Bank
50
Deutsche Bank
Germany
$586K +$12.2K +597 +2%
1
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3 4 5

OOMA Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2021, worth a combined $389M — up 11% from $351M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OOMA positions and 6 closed out — a net gain of 3 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.44M. The largest seller was Renaissance Technologies, cutting an estimated $2.99M.

  • 103 institutional investors held Ooma (OOMA) as of Q4 2021, up from 101 in Q3 2021.
  • Funds reported $389M of Ooma stock for Q4 2021, up 11% quarter-over-quarter.
  • 9 funds opened new Ooma positions in Q4 2021 and 6 closed out, a net change of +3 holders.
  • The largest Ooma buyer in Q4 2021 was Wellington Management Group, an estimated $3.44M added.
  • The largest Ooma seller in Q4 2021 was Renaissance Technologies, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2021.