We are live on ! Find out more

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: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Algert Global
California
$564K -$156K -7,650 -22%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$532K -$11.2K -550 -2%
PCM
53
Perritt Capital Management
Illinois
$511K
PPA
54
Parametric Portfolio Associates
Washington
$509K +$64.1K +3,145 +14%
LAM
55
Lapides Asset Management
Connecticut
$493K +$53K +2,600 +12%
PAM
56
Panagora Asset Management
Massachusetts
$485K -$139K -6,829 -22%
PCMI
57
Paradigm Capital Management Inc
New York
$409K
Franklin Resources
58
Franklin Resources
California
$390K +$2.28K +112 +0.6%
PP
59
PDT Partners
New York
$383K -$20.5K -1,004 -5%
FQ
60
First Quadrant
California
$368K
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$347K -$3.89K -191 -1%
MAM
62
Martingale Asset Management
Massachusetts
$320K
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$306K -$65.2K -3,200 -18%
UBS Group
64
UBS Group
Switzerland
$292K +$106K +5,215 +57%
SFI
65
Susquehanna Fundamental Investments
Pennsylvania
$282K +$281K +13,783 New
AllianceBernstein
66
AllianceBernstein
Tennessee
$276K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$264K +$43.1K +2,114 +20%
MWC
68
MBM Wealth Consultants
Missouri
$250K +$34.1K +1,672 +16%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$240K
AIG
70
American International Group
New York
$239K -$4.13K -203 -2%
William Blair & Company
71
William Blair & Company
Illinois
$230K
GCP
72
GSA Capital Partners
United Kingdom
$227K +$226K +11,115 New
CSS
73
Cubist Systematic Strategies
Connecticut
$219K -$282K -13,828 -56%
Squarepoint
74
Squarepoint
New York
$218K +$217K +10,646 New
Citadel Advisors
75
Citadel Advisors
Florida
$214K -$114K -5,577 -35%

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.