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Ooma
OOMA

Overview Fund Activity

97 hedge funds and large institutions have $286M invested in Ooma in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
43
Reduced
21
Closed
17
Calls
$193K
Puts
–
Net Calls
+$193K
Net Calls Change
+$190K

Top Buyers

1
TI
1
Trigran Investments
Illinois
$54M
2
BlackRock
2
BlackRock
New York
$48.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$10.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$17.7M
5
DIA
5
Dana Investment Advisors
Wisconsin
$1.32M

Top Sellers

1
WCM
1
Woodson Capital Management
Connecticut
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Millennium Management
3
Millennium Management
New York
$1.98M
4
KCM
4
Kennedy Capital Management
Missouri
$994K
5
WA
5
Wasatch Advisors
Utah
$5.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$138K 9,193 +4,588 +100%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$119K 7,936 -767 -9%
Citigroup
78
Citigroup
New York
$112K 7,449 +7,418 +23,929%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$108K 7,194 -7,800 -52%
AB
80
Amalgamated Bank
New York
$53K 3,568 +360 +11%
C
81
Covestor
United Kingdom
$45K 2,997 -84 -3%
Legal & General Group
82
Legal & General Group
United Kingdom
$43.5K 2,909 +104 +4%
BWM
83
BerganKDV Wealth Management
Minnesota
$29.9K 2,000 +2,000 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$25.7K 1,720 +1,720 New
AIP
85
Ameritas Investment Partners
Nebraska
$22.3K 1,488 – –
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$19.2K 1,284 – –
HNB
87
Huntington National Bank
Ohio
$17.4K 1,165 +1,165 New
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$15K 1,000 +510 +104%
UB
89
UMB Bank
Missouri
$13.9K 927 +927 New
TRCT
90
Tower Research Capital (TRC)
New York
$7.75K 518 -2,996 -85%
GWSG
91
GPS Wealth Strategies Group
Colorado
$6.06K 405 – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$4K 254 +219 +626%
FHA
93
First Horizon Advisors
Tennessee
$2.84K 190 +190 New
PA
94
Parallel Advisors
California
$2.16K 144 – –
LC
95
Lindbrook Capital
California
$1.89K 126 +126 New
IFAM
96
Institutional & Family Asset Management
Colorado
$898 60 – –
GWS
97
Glassman Wealth Services
Virginia
$719 48 – –
WCM
98
Woodson Capital Management
Connecticut
– – -600,000 Closed
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
– – -258,225 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
– – -43,691 Closed
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