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104 hedge funds and large institutions have $364M invested in Ooma in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $588K | Put options by funds: $107K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 86104 (+18)

21% more capital invested

Capital invested by funds: $301M → $364M (+$62.6M)

0.39% less ownership

Funds ownership: 83.81%83.42% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

Holders
104
Holders Change
+18
Holders Change %
+20.93%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
31
Reduced
32
Closed
7
Calls
$588K
Puts
$107K
Net Calls
+$481K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
PEAK6 Investments
Illinois
$231K +$222K +12,246 New
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$220K -$65.5K -3,614 -24%
William Blair & Company
78
William Blair & Company
Illinois
$211K
OQS
79
Occudo Quantitative Strategies
Florida
$189K +$181K +10,009 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$176K +$13.4K +737 +9%
MIM
81
MetLife Investment Management
New Jersey
$162K
UBS Group
82
UBS Group
Switzerland
$154K +$51.8K +2,859 +54%
TRCT
83
Tower Research Capital (TRC)
New York
$142K -$39.1K -2,155 -22%
PAM
84
Panagora Asset Management
Massachusetts
$142K +$39.8K +2,194 +41%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$121K
Barclays
86
Barclays
United Kingdom
$95K -$232K -12,818 -72%
Lazard Asset Management
87
Lazard Asset Management
New York
$73K +$70.2K +3,871 New
FMP
88
Financial Management Professionals
Texas
$55K +$489 +27 +0.9%
Legal & General Group
89
Legal & General Group
United Kingdom
$47K -$6.13K -338 -12%
APA
90
American Portfolios Advisors
New York
$39.6K
FC
91
FORA Capital
Florida
$35K +$33.3K +1,837 New
AIP
92
Ameritas Investment Partners
Nebraska
$28K
Citigroup
93
Citigroup
New York
$22K -$6.72K -371 -24%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$15.2K -$34.8K -1,922 -70%
Group One Trading
95
Group One Trading
Illinois
$12K -$22.5K -1,240 -66%
PHK
96
Point72 Hong Kong
Hong Kong
$8K +$3.7K +204 +91%
First Eagle Investment Management
97
First Eagle Investment Management
New York
$8K +$7.79K +430 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$4K
Walleye Capital
99
Walleye Capital
New York
$1.15K +$1.1M +60,858 New
IFAM
100
Institutional & Family Asset Management
Colorado
$1K

OOMA Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2021, worth a combined $364M — up 21% from $301M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OOMA positions and 7 closed out — a net gain of 18 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Trigran Investments, adding an estimated $7.15M. The largest seller was Russell Investments Group, cutting an estimated $12.8M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $364M of Ooma stock for Q2 2021, up 21% quarter-over-quarter.
  • 25 funds opened new Ooma positions in Q2 2021 and 7 closed out, a net change of +18 holders.
  • The largest Ooma buyer in Q2 2021 was Trigran Investments, an estimated $7.15M added.
  • The largest Ooma seller in Q2 2021 was Russell Investments Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2021.