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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
PCM
51
Perritt Capital Management
Illinois
$325K
CCIA
52
Campbell & Co Investment Adviser
Maryland
$295K -$246K -17,371 -43%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$291K +$310K +21,942 New
MAM
54
Martingale Asset Management
Massachusetts
$279K
P
55
Pitcairn
Pennsylvania
$276K -$397K -28,052 -57%
Invesco
56
Invesco
Georgia
$276K +$300K +21,180 New
SO
57
STRS Ohio
Ohio
$269K -$264K -18,700 -47%
PCMI
58
Paradigm Capital Management Inc
New York
$260K
AG
59
Algert Global
California
$259K -$56.1K -3,970 -17%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$255K +$12.1K +855 +5%
AllianceBernstein
61
AllianceBernstein
Tennessee
$216K -$12.2K -860 -5%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$213K +$89.1K +6,300 +63%
Deutsche Bank
63
Deutsche Bank
Germany
$202K -$96K -6,791 -30%
Man Group
64
Man Group
United Kingdom
$195K -$418K -29,529 Closed
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$174K -$146K -10,298 -43%
EGM
66
Engineers Gate Manager
New York
$171K -$72.2K -5,105 -28%
IWM
67
IHT Wealth Management
Illinois
$170K
MIM
68
MetLife Investment Management
New Jersey
$168K
PTC
69
Petrus Trust Company
Texas
$167K +$182K +12,872 New
MIM
70
Merrion Investment Management
New Jersey
$164K
Franklin Resources
71
Franklin Resources
California
$159K +$173K +12,234 New
Citadel Advisors
72
Citadel Advisors
Florida
$158K -$767K -54,254 -82%
AIG
73
American International Group
New York
$155K +$5.98K +423 +4%
CC
74
Corton Capital
Ontario, Canada
$142K +$154K +10,905 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$140K +$4.71K +333 +3%

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.