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102 hedge funds and large institutions have $249M invested in Ooma in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,975% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $4K

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

5% more funds holding

Funds holding: 97102 (+5)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.85% less ownership

Funds ownership: 75.42%74.56% (-0.85%)

13% less capital invested

Capital invested by funds: $286M → $249M (-$37.1M)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
35
Closed
4
Calls
$1.24M
Puts
$4K
Net Calls
+$1.24M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Prelude Capital Management
New York
$137K -$16.9K -1,196 -10%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$130K
Osaic Holdings
79
Osaic Holdings
Arizona
$130K +$11.6K +823 +9%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$94.3K +$792 +56 +0.8%
GCM
81
Gladius Capital Management
Illinois
$85.5K +$92.9K +6,569 New
Wells Fargo
82
Wells Fargo
California
$75.1K -$73.3K -5,182 -47%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$68.5K -$37.8K -2,672 -34%
C
84
Covestor
United Kingdom
$51K +$13.4K +946 +32%
AB
85
Amalgamated Bank
New York
$46K
TRCT
86
Tower Research Capital (TRC)
New York
$36.5K +$32.4K +2,289 +442%
Legal & General Group
87
Legal & General Group
United Kingdom
$34.8K -$3.34K -236 -8%
AIP
88
Ameritas Investment Partners
Nebraska
$30.6K +$12.2K +865 +58%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$22.3K -$99 -7 -0.4%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$16.7K
HNB
91
Huntington National Bank
Ohio
$15.8K +$707 +50 +4%
NS
92
NBC Securities
Alabama
$15K +$16.7K +1,181 New
Citigroup
93
Citigroup
New York
$14.4K -$89.7K -6,345 -85%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$13K
UB
95
UMB Bank
Missouri
$10.1K -$2.15K -152 -16%
GWSG
96
GPS Wealth Strategies Group
Colorado
$5.27K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.1K -78 -31%
PA
98
Parallel Advisors
California
$1.87K
LC
99
Lindbrook Capital
California
$1.64K
FHA
100
First Horizon Advisors
Tennessee
$1.14K -$1.44K -102 -54%

OOMA Hedge Fund Activity: Q3 2023 in Review

102 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2023, worth a combined $249M — down 13% from $286M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OOMA positions and 4 closed out — a net gain of 6 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Royce & Associates, adding an estimated $931K. The largest seller was Millennium Management, cutting an estimated $1.37M.

  • 102 institutional investors held Ooma (OOMA) as of Q3 2023, up from 97 in Q2 2023.
  • Funds reported $249M of Ooma stock for Q3 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Ooma positions in Q3 2023 and 4 closed out, a net change of +6 holders.
  • The largest Ooma buyer in Q3 2023 was Royce & Associates, an estimated $931K added.
  • The largest Ooma seller in Q3 2023 was Millennium Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2023.