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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
OQS
76
Occudo Quantitative Strategies
Florida
$212K -$107K -5,265 -34%
Walleye Trading
77
Walleye Trading
New York
$185K -$222K -10,900 -55%
MIM
78
MetLife Investment Management
New Jersey
$176K
First Eagle Investment Management
79
First Eagle Investment Management
New York
$168K -$30.6K -1,500 -15%
TRCT
80
Tower Research Capital (TRC)
New York
$127K +$17K +835 +16%
Citigroup
81
Citigroup
New York
$115K +$65.5K +3,217 +132%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$111K +$28.3K +1,389 +34%
Lazard Asset Management
83
Lazard Asset Management
New York
$90K +$7.92K +389 +10%
Osaic Holdings
84
Osaic Holdings
Arizona
$63K
FMP
85
Financial Management Professionals
Texas
$59K
Legal & General Group
86
Legal & General Group
United Kingdom
$51K +$306 +15 +0.6%
QT
87
Quantbot Technologies
New York
$40K -$12.2K -600 -23%
C
88
Covestor
United Kingdom
$39K +$38.8K +1,903 New
APA
89
American Portfolios Advisors
New York
$34.7K
SOW
90
State of Wyoming
Wyoming
$33K +$32.4K +1,591 New
AIP
91
Ameritas Investment Partners
Nebraska
$30K
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$13K
AF
93
Allworth Financial
California
$9K +$8.84K +434 New
GWSG
94
GPS Wealth Strategies Group
Colorado
$8K +$8.25K +405 New
PHK
95
Point72 Hong Kong
Hong Kong
$4K -$4.73K -232 -55%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$4K
Group One Trading
97
Group One Trading
Illinois
$3K -$20.9K -1,025 -86%
PA
98
Parallel Advisors
California
$2K -$3K -147 -63%
IFAM
99
Institutional & Family Asset Management
Colorado
$1K
S
100
SignatureFD
Georgia
$1K

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.