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Ooma
OOMA

104 hedge funds and large institutions have $193M invested in Ooma in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $165M → $193M (+$27.5M)

8% more funds holding

Funds holding: 96 → 104 (+8)

1.57% less ownership

Funds ownership: 75% → 73.44% (-1.6%)

97% less call options, than puts

Call options by funds: $16K | Put options by funds: $602K

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
47
Reduced
22
Closed
18
Calls
$16K
Puts
$602K
Net Calls
-$586K
Net Calls Change
-$271K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.34M
2
Boston Partners
Boston Partners
Massachusetts
+$1.65M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.51M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$978K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.42M
2
RA
Royce & Associates
New York
-$2.89M
3
AIC
AWM Investment Company
New York
-$942K
4
DIA
Dana Investment Advisors
Wisconsin
-$689K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
51
Engineers Gate Manager
New York
$247K +$87.8K +11,043 +80%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$238K +$191K +24,015 New
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$234K – – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$204K +$45K +5,665 +38%
CC
55
Corton Capital
Ontario, Canada
$204K +$54.8K +6,898 +50%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$175K +$14K +1,757 +11%
AllianceBernstein
57
AllianceBernstein
Tennessee
$165K +$26.5K +3,340 +25%
OQS
58
Occudo Quantitative Strategies
Florida
$139K +$30.2K +3,804 +37%
GC
59
Globeflex Capital
California
$134K +$107K +13,474 New
MIM
60
MetLife Investment Management
New Jersey
$132K +$41.8K +5,258 +65%
CF
61
Corebridge Financial
Texas
$132K +$106K +13,288 New
Verition Fund Management
62
Verition Fund Management
Connecticut
$131K +$105K +13,155 New
IWM
63
IHT Wealth Management
Illinois
$130K – – –
Mirae Asset Global ETFs Holdings
64
Mirae Asset Global ETFs Holdings
Hong Kong
$129K +$103K +13,016 New
SPA
65
Sherbrooke Park Advisers
New York
$128K +$9.73K +1,224 +11%
MIM
66
Merrion Investment Management
New Jersey
$125K – – –
CSS
67
Cubist Systematic Strategies
Connecticut
$119K +$95.5K +12,015 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$115K +$92.3K +11,615 New
Wells Fargo
69
Wells Fargo
California
$114K +$25.7K +3,236 +39%
QC
70
Quadrature Capital
United Kingdom
$114K +$90.7K +11,410 New
JF
71
Jump Financial
Illinois
$110K +$88.4K +11,124 New
B
72
Bailard
California
$108K +$86.6K +10,900 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108K +$4.21K +530 +5%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$103K +$82.6K +10,388 New
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$90.4K +$72.3K +9,100 New
1 2
3
4 5

OOMA Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2024, worth a combined $193M — up 17% from $165M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 18 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $2.34M. The largest seller was Wellington Management Group, cutting an estimated $7.42M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2024, up from 96 in Q1 2024.
  • Funds reported $193M of Ooma stock for Q2 2024, up 17% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q2 2024 was BlackRock, an estimated $2.34M added.
  • The largest Ooma seller in Q2 2024 was Wellington Management Group, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2024.