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Ooma
OOMA

93 hedge funds and large institutions have $240M invested in Ooma in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $231M → $240M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.37% less ownership

Funds ownership: 80.61% → 80.24% (-0.37%)

7% less funds holding

Funds holding: 100 → 93 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
37
Reduced
26
Closed
19
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$218K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.28M
2
TI
Trigran Investments
Illinois
+$3.17M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.94M
5
RA
Royce & Associates
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
OAM
Ophir Asset Management
Australia
-$7.2M
2
Millennium Management
Millennium Management
New York
-$2.37M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.29M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.17M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$231K – – –
PAM
52
Panagora Asset Management
Massachusetts
$224K +$21.6K +1,740 +11%
JF
53
Jump Financial
Illinois
$220K +$75.7K +6,100 +52%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$209K – – –
AI
55
Acuitas Investments
Washington
$197K – – –
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$185K +$645 +52 +0.3%
AllianceBernstein
57
AllianceBernstein
Tennessee
$181K – – –
CCIA
58
Campbell & Co Investment Adviser
Maryland
$176K +$177K +14,277 New
IWM
59
IHT Wealth Management
Illinois
$165K +$166K +13,378 New
CSS
60
Cubist Systematic Strategies
Connecticut
$164K -$122K -9,811 -42%
MIM
61
MetLife Investment Management
New Jersey
$158K – – –
AQR Capital Management
62
AQR Capital Management
Connecticut
$142K -$462K -37,265 -76%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$140K +$140K +11,321 New
AIG
64
American International Group
New York
$134K +$1.91K +154 +1%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$126K +$127K +10,239 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$111K -$9.35K -754 -8%
UBS Group
67
UBS Group
Switzerland
$101K +$198 +16 +0.2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$87K +$298 +24 +0.3%
Lazard Asset Management
69
Lazard Asset Management
New York
$78K – – –
Osaic Holdings
70
Osaic Holdings
Arizona
$55K +$7.2K +580 +15%
Allspring Global Investments
71
Allspring Global Investments
North Carolina
$48K -$12.9K -1,044 -21%
AB
72
Amalgamated Bank
New York
$45K +$682 +55 +2%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$45K +$2.53K +204 +6%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$37K +$24.6K +1,981 +404%
Legal & General Group
75
Legal & General Group
United Kingdom
$31K – – –
1 2
3
4 5

OOMA Hedge Fund Activity: Q3 2022 in Review

93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2022, worth a combined $240M — up 3.5% from $231M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OOMA and 13 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $8.28M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $7.2M sold.

  • 93 institutional investors held Ooma (OOMA) as of Q3 2022, down from 100 in Q2 2022.
  • Funds reported $240M of Ooma stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 13 funds opened new Ooma positions in Q3 2022 and 19 closed out, a net change of -6 holders.
  • The largest Ooma buyer in Q3 2022 was BlackRock, an estimated $8.28M added.
  • The largest Ooma seller in Q3 2022 was Ophir Asset Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2022.