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116 hedge funds and large institutions have $218M invested in Ooma in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $193M → $218M (+$25.4M)

12% more funds holding

Funds holding: 104116 (+12)

2% less ownership

Funds ownership: 73.44%71.44% (-2%)

60% less call options, than puts

Call options by funds: $106K | Put options by funds: $263K

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
26
Closed
14
Calls
$106K
Puts
$263K
Net Calls
-$157K
Net Calls Change
+$429K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$1.13M +$241K +24,402 +33%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.13M -$285K -28,792 -23%
Two Sigma Investments
28
Two Sigma Investments
New York
$979K -$6.23K -630 -0.7%
Norges Bank
29
Norges Bank
Norway
$865K
Two Sigma Advisers
30
Two Sigma Advisers
New York
$825K +$76.1K +7,700 +12%
Charles Schwab
31
Charles Schwab
California
$807K +$31K +3,138 +5%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$749K +$650K +65,771 New
MAM
33
Martingale Asset Management
Massachusetts
$719K +$174K +17,590 +39%
BCM
34
Bridgeway Capital Management
Texas
$659K +$28.7K +2,900 +5%
Walleye Capital
35
Walleye Capital
New York
$627K +$274K +27,727 +102%
Marshall Wace
36
Marshall Wace
United Kingdom
$579K +$503K +50,856 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$482K +$83.4K +8,439 +25%
CSS
38
Cubist Systematic Strategies
Connecticut
$476K +$294K +29,754 +248%
Jane Street
39
Jane Street
New York
$462K +$8.09K +818 +2%
PCM
40
Perritt Capital Management
Illinois
$456K +$79.1K +8,000 +25%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$453K +$20.8K +2,103 +6%
TI
42
Trexquant Investment
Connecticut
$418K +$363K +36,699 New
EGM
43
Engineers Gate Manager
New York
$400K +$101K +10,238 +41%
TA
44
Teton Advisors
New York
$376K -$69.2K -7,000 -18%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$375K +$35.7K +3,615 +12%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$361K +$139K +14,090 +80%
Lazard Asset Management
47
Lazard Asset Management
New York
$348K +$303K +30,640 New
CCIA
48
Campbell & Co Investment Adviser
Maryland
$343K -$112K -11,314 -27%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$342K +$415 +42 +0.1%
UBS Group
50
UBS Group
Switzerland
$331K +$40.3K +4,079 +16%

OOMA Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2024, worth a combined $218M — up 13% from $193M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OOMA positions and 14 closed out — a net gain of 13 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.16M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.94M sold.

  • 116 institutional investors held Ooma (OOMA) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $218M of Ooma stock for Q3 2024, up 13% quarter-over-quarter.
  • 27 funds opened new Ooma positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Ooma buyer in Q3 2024 was Millennium Management, an estimated $1.16M added.
  • The largest Ooma seller in Q3 2024 was Royce & Associates, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2024.