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Ooma
OOMA

102 hedge funds and large institutions have $287M invested in Ooma in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

0.52% more ownership

Funds ownership: 80.09% → 80.61% (+0.52%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 103 → 102 (-1)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

26% less capital invested

Capital invested by funds: $389M → $287M (-$102M)

95% less call options, than puts

Call options by funds: $7K | Put options by funds: $150K

Holders
102
Holders Change
-1
Holders Change %
-0.97%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
35
Reduced
36
Closed
12
Calls
$7K
Puts
$150K
Net Calls
-$143K
Net Calls Change
-$94K

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$4.66M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.57M
3
AIC
AWM Investment Company
New York
+$2.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.21M
5
RA
Royce & Associates
New York
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$9.19M
2
AIA
Avalon Investment & Advisory
Texas
-$2.71M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.92M
4
N
Nuveen
North Carolina
-$933K
5
Norges Bank
Norges Bank
Norway
-$774K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.42M +$1.9M +112,259 +229%
PCM
27
Perkins Capital Management
Minnesota
$2.25M – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$1.98M -$369K -21,837 -14%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.96M +$2.21M +130,636 +687,558%
Charles Schwab
30
Charles Schwab
California
$1.86M -$166K -9,820 -7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.68M +$44.3K +2,625 +2%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.2M -$241K -14,300 -15%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.15M -$278K -16,492 -18%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$978K -$100K -5,930 -8%
Two Sigma Investments
35
Two Sigma Investments
New York
$907K +$124K +7,366 +14%
Walleye Capital
36
Walleye Capital
New York
$898K +$54.2K +3,208 +6%
OAM
37
Oberweis Asset Management
Illinois
$874K – – –
GCP
38
GSA Capital Partners
United Kingdom
$842K +$761K +45,088 +406%
EGM
39
Engineers Gate Manager
New York
$810K +$352K +20,832 +63%
Goldman Sachs
40
Goldman Sachs
New York
$690K +$81.4K +4,823 +12%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$689K +$251K +14,895 +48%
Marshall Wace
42
Marshall Wace
United Kingdom
$651K +$733K +43,414 New
PAM
43
Panagora Asset Management
Massachusetts
$645K +$326K +19,318 +81%
Bank of America
44
Bank of America
North Carolina
$641K +$22.4K +1,325 +3%
PPA
45
Parametric Portfolio Associates
Washington
$621K +$279K +16,531 +66%
Boston Partners
46
Boston Partners
Massachusetts
$606K +$148K +8,778 +28%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$550K -$80.1K -4,744 -11%
SGI
48
Summit Global Investments
Utah
$480K +$28.7K +1,700 +6%
TI
49
Trexquant Investment
Connecticut
$476K +$536K +31,728 New
Wells Fargo
50
Wells Fargo
California
$453K -$178K -10,537 -26%
1
2
3 4 5

OOMA Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2022, worth a combined $287M — down 26% from $389M a quarter earlier.

Fund positioning in OOMA was balanced in Q1 2022: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 36 trimmed.

The largest buyer was Trigran Investments, adding an estimated $4.66M. The largest seller was Lord, Abbett & Co, cutting an estimated $9.19M.

  • 102 institutional investors held Ooma (OOMA) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $287M of Ooma stock for Q1 2022, down 26% quarter-over-quarter.
  • 12 funds opened new Ooma positions in Q1 2022 and 12 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q1 2022 was Trigran Investments, an estimated $4.66M added.
  • The largest Ooma seller in Q1 2022 was Lord, Abbett & Co, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2022.