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93 hedge funds and large institutions have $240M invested in Ooma in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $231M → $240M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.37% less ownership

Funds ownership: 80.61%80.24% (-0.37%)

7% less funds holding

Funds holding: 10093 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
37
Reduced
26
Closed
19
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$29K +$14.9K +1,201 +102%
C
77
Covestor
United Kingdom
$27K +$571 +46 +2%
AIP
78
Ameritas Investment Partners
Nebraska
$18K
APA
79
American Portfolios Advisors
New York
$17.2K
Wells Fargo
80
Wells Fargo
California
$17K -$2.78K -224 -14%
QT
81
Quantbot Technologies
New York
$15K -$9.92K -800 -38%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$14.1K
Citigroup
83
Citigroup
New York
$6K -$13.3K -1,070 -68%
GWSG
84
GPS Wealth Strategies Group
Colorado
$5K
S
85
SignatureFD
Georgia
$5K +$4.92K +397 New
TWA
86
TCI Wealth Advisors
Arizona
$3K
WFA
87
Wipfli Financial Advisors
Wisconsin
$3K +$2.54K +205 New
PA
88
Parallel Advisors
California
$3K +$2.99K +241 New
CS
89
Credit Suisse
Switzerland
$2K +$1.29K +104 +452%
IFAM
90
Institutional & Family Asset Management
Colorado
$1K
GWS
91
Glassman Wealth Services
Virginia
$1K +$595 +48 New
UB
92
UMB Bank
Missouri
$1K +$918 +74 New
US Bancorp
93
US Bancorp
Minnesota
$1K +$918 +74 New
OAM
94
Ophir Asset Management
Australia
-$7.2M -621,914 Closed
Marshall Wace
95
Marshall Wace
United Kingdom
-$1.66M -140,550 Closed
Citadel Advisors
96
Citadel Advisors
Florida
-$843K -71,183 Closed
Squarepoint
97
Squarepoint
New York
-$332K -28,005 Closed
TI
98
Trexquant Investment
Connecticut
-$306K -25,816 Closed
PTC
99
Petrus Trust Company
Texas
-$252K -21,251 Closed
Jane Street
100
Jane Street
New York
-$198K -16,757 Closed

OOMA Hedge Fund Activity: Q3 2022 in Review

93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2022, worth a combined $240M — up 3.5% from $231M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OOMA and 13 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $8.28M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $7.2M sold.

  • 93 institutional investors held Ooma (OOMA) as of Q3 2022, down from 100 in Q2 2022.
  • Funds reported $240M of Ooma stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 13 funds opened new Ooma positions in Q3 2022 and 19 closed out, a net change of -6 holders.
  • The largest Ooma buyer in Q3 2022 was BlackRock, an estimated $8.28M added.
  • The largest Ooma seller in Q3 2022 was Ophir Asset Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2022.