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100 hedge funds and large institutions have $253M invested in Ooma in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more funds holding

Funds holding: 93100 (+7)

6% more capital invested

Capital invested by funds: $240M → $253M (+$13.7M)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

4.03% less ownership

Funds ownership: 80.24%76.21% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
32
Closed
6
Calls
$183K
Puts
Net Calls
+$183K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$71.7K +$11.8K +800 +18%
TRCT
77
Tower Research Capital (TRC)
New York
$65K +$35.9K +2,424 +102%
CP
78
Castleview Partners
Texas
$61.4K +$66.8K +4,510 New
AB
79
Amalgamated Bank
New York
$50K
Legal & General Group
80
Legal & General Group
United Kingdom
$38.2K +$3.66K +247 +10%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$29.8K -$22K -1,485 -41%
C
82
Covestor
United Kingdom
$29K -$962 -65 -3%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$27K +$29.4K +1,986 New
ACM
84
Aquatic Capital Management
Illinois
$27K +$29.6K +2,000 New
AIP
85
Ameritas Investment Partners
Nebraska
$20.9K
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$19.4K +$4.22K +285 +25%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$19K -$15.4K -1,040 -42%
Wells Fargo
88
Wells Fargo
California
$13.6K -$6.17K -417 -29%
QCG
89
Quadrant Capital Group
Ohio
$7.54K +$8.2K +554 New
S
90
SignatureFD
Georgia
$5.8K +$429 +29 +7%
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$4.18K +$379K +25,583 +9%
TWA
92
TCI Wealth Advisors
Arizona
$3.54K
PA
93
Parallel Advisors
California
$3.28K
Citigroup
94
Citigroup
New York
$2.11K -$5.15K -348 -69%
US Bancorp
95
US Bancorp
Minnesota
$1.01K
UB
96
UMB Bank
Missouri
$1K
IFAM
97
Institutional & Family Asset Management
Colorado
$817
GWS
98
Glassman Wealth Services
Virginia
$654
CS
99
Credit Suisse
Switzerland
$14 -$1.86K -126 -99%
Federated Hermes
100
Federated Hermes
Pennsylvania
-$233K -18,956 Closed

OOMA Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2022, worth a combined $253M — up 5.7% from $240M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OOMA positions and 6 closed out — a net gain of 10 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was Trigran Investments, adding an estimated $6.47M. The largest seller was Woodson Capital Management, cutting an estimated $4.44M.

  • 100 institutional investors held Ooma (OOMA) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $253M of Ooma stock for Q4 2022, up 5.7% quarter-over-quarter.
  • 16 funds opened new Ooma positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Ooma buyer in Q4 2022 was Trigran Investments, an estimated $6.47M added.
  • The largest Ooma seller in Q4 2022 was Woodson Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.