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102 hedge funds and large institutions have $287M invested in Ooma in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

0.52% more ownership

Funds ownership: 80.09%80.61% (+0.52%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 103102 (-1)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

26% less capital invested

Capital invested by funds: $389M → $287M (-$102M)

95% less call options, than puts

Call options by funds: $7K | Put options by funds: $150K

Holders
102
Holders Change
-1
Holders Change %
-0.97%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
35
Reduced
36
Closed
12
Calls
$7K
Puts
$150K
Net Calls
-$143K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$169K
AIG
77
American International Group
New York
$166K -$10.6K -629 -5%
DTL
78
Dynamic Technology Lab
Singapore
$161K +$181K +10,717 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$145K -$54.5K -3,225 -25%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$141K -$39.3K -2,329 -20%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$67K +$75.1K +4,445 New
Lazard Asset Management
82
Lazard Asset Management
New York
$66K
AB
83
Amalgamated Bank
New York
$48K +$54.1K +3,204 New
AF
84
Amalgamated Financial
New York
$48K +$54.1K +3,204 New
Osaic Holdings
85
Osaic Holdings
Arizona
$46K
Legal & General Group
86
Legal & General Group
United Kingdom
$38K
APP
87
Alpha Paradigm Partners
Illinois
$29K +$32.3K +1,912 New
C
88
Covestor
United Kingdom
$28K -$287 -17 -0.9%
APA
89
American Portfolios Advisors
New York
$22.5K -$3.38K -200 -12%
AIP
90
Ameritas Investment Partners
Nebraska
$22K
QT
91
Quantbot Technologies
New York
$20K -$10.1K -600 -30%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$17.1K -$72.2K -4,274 -79%
TRCT
93
Tower Research Capital (TRC)
New York
$17K -$85.6K -5,069 -82%
Citigroup
94
Citigroup
New York
$13K -$80.7K -4,777 -85%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$7K -$3.55K -210 -30%
PHK
96
Point72 Hong Kong
Hong Kong
$7K +$4.73K +280 +146%
GWSG
97
GPS Wealth Strategies Group
Colorado
$6K
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$3K
ACM
99
Aquatic Capital Management
Illinois
$3K +$3.38K +200 New
MWC
100
MBM Wealth Consultants
Missouri
$2K -$204K -12,074 -99%

OOMA Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2022, worth a combined $287M — down 26% from $389M a quarter earlier.

Fund positioning in OOMA was balanced in Q1 2022: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 36 trimmed.

The largest buyer was Trigran Investments, adding an estimated $4.66M. The largest seller was Lord, Abbett & Co, cutting an estimated $9.19M.

  • 102 institutional investors held Ooma (OOMA) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $287M of Ooma stock for Q1 2022, down 26% quarter-over-quarter.
  • 12 funds opened new Ooma positions in Q1 2022 and 12 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q1 2022 was Trigran Investments, an estimated $4.66M added.
  • The largest Ooma seller in Q1 2022 was Lord, Abbett & Co, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2022.