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102 hedge funds and large institutions have $249M invested in Ooma in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,975% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $4K

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

5% more funds holding

Funds holding: 97102 (+5)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.85% less ownership

Funds ownership: 75.42%74.56% (-0.85%)

13% less capital invested

Capital invested by funds: $286M → $249M (-$37.1M)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
35
Closed
4
Calls
$1.24M
Puts
$4K
Net Calls
+$1.24M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.26M
Two Sigma Investments
27
Two Sigma Investments
New York
$1.12M -$786K -55,543 -39%
Norges Bank
28
Norges Bank
Norway
$987K
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$973K +$95.9K +6,784 +10%
DIA
30
Dana Investment Advisors
Wisconsin
$964K -$199K -14,053 -16%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$878K -$1.1M -77,900 -54%
KCM
32
Kennedy Capital Management
Missouri
$864K
Ameriprise
33
Ameriprise
Minnesota
$829K +$901K +63,698 New
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$811K +$269K +19,035 +44%
Bank of America
35
Bank of America
North Carolina
$805K +$473K +33,440 +118%
GCP
36
GSA Capital Partners
United Kingdom
$785K +$51.6K +3,649 +6%
PAM
37
Panagora Asset Management
Massachusetts
$742K +$479K +33,864 +146%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$657K +$161K +11,417 +29%
Barclays
39
Barclays
United Kingdom
$656K +$29.8K +2,108 +4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$568K +$175K +12,402 +40%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$534K -$104K -7,333 -15%
TA
42
Teton Advisors
New York
$520K +$212K +15,000 +60%
UBS Group
43
UBS Group
Switzerland
$516K +$178K +12,579 +47%
CIC
44
Cornercap Investment Counsel
Georgia
$509K -$7.42K -525 -1%
Millennium Management
45
Millennium Management
New York
$462K -$1.37M -97,034 -73%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$425K +$3.65K +258 +0.8%
Walleye Capital
47
Walleye Capital
New York
$374K -$119K -8,392 -23%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$355K
TI
49
Trexquant Investment
Connecticut
$355K -$148K -10,464 -28%
GC
50
Guggenheim Capital
Illinois
$346K +$377K +26,624 New

OOMA Hedge Fund Activity: Q3 2023 in Review

102 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2023, worth a combined $249M — down 13% from $286M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OOMA positions and 4 closed out — a net gain of 6 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Royce & Associates, adding an estimated $931K. The largest seller was Millennium Management, cutting an estimated $1.37M.

  • 102 institutional investors held Ooma (OOMA) as of Q3 2023, up from 97 in Q2 2023.
  • Funds reported $249M of Ooma stock for Q3 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Ooma positions in Q3 2023 and 4 closed out, a net change of +6 holders.
  • The largest Ooma buyer in Q3 2023 was Royce & Associates, an estimated $931K added.
  • The largest Ooma seller in Q3 2023 was Millennium Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2023.