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104 hedge funds and large institutions have $193M invested in Ooma in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $165M → $193M (+$27.5M)

8% more funds holding

Funds holding: 96104 (+8)

1.57% less ownership

Funds ownership: 75%73.44% (-1.6%)

97% less call options, than puts

Call options by funds: $16K | Put options by funds: $602K

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
47
Reduced
22
Closed
18
Calls
$16K
Puts
$602K
Net Calls
-$586K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$71.5K -$9.2K -1,157 -14%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$60K -$59.2K -7,443 -55%
C
78
Covestor
United Kingdom
$58K -$3.2K -403 -7%
Citigroup
79
Citigroup
New York
$54.8K +$11.9K +1,501 +37%
TRCT
80
Tower Research Capital (TRC)
New York
$50.4K +$19.9K +2,508 +98%
Osaic Holdings
81
Osaic Holdings
Arizona
$49.6K +$12.7K +1,600 +47%
Walleye Trading
82
Walleye Trading
New York
$30.5K -$17.8K -2,241 -42%
AIP
83
Ameritas Investment Partners
Nebraska
$23.4K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$22.8K +$12.7K +1,596 +226%
Legal & General Group
85
Legal & General Group
United Kingdom
$21.1K -$3.06K -385 -15%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$19K +$14.9K +1,874 +23,425%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$17.8K -$5.05K -635 -26%
PMAM
88
Picton Mahoney Asset Management
Ontario, Canada
$13K +$10K +1,260 New
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$10.9K +$755 +95 +10%
AB
90
Amalgamated Bank
New York
$8K
UB
91
UMB Bank
Missouri
$5.22K -$1.98K -249 -32%
EWA
92
EverSource Wealth Advisors
Alabama
$4.01K +$3.07K +386 New
SSG
93
Summit Securities Group
New York
$4K +$3.4K +428 New
PWMG
94
Private Wealth Management Group
New Jersey
$3.95K +$3.16K +398 New
GRP
95
Global Retirement Partners
California
$2.98K +$2.38K +300 New
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$1.23K +$986 +124 New
Simplex Trading
97
Simplex Trading
Illinois
$1K +$1.28K +161 New
IFAM
98
Institutional & Family Asset Management
Colorado
$596
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$427 -$11.9K -1,494 -97%
QCG
100
Quadrant Capital Group
Ohio
$229 +$183 +23 New

OOMA Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2024, worth a combined $193M — up 17% from $165M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 18 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $2.34M. The largest seller was Wellington Management Group, cutting an estimated $7.42M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2024, up from 96 in Q1 2024.
  • Funds reported $193M of Ooma stock for Q2 2024, up 17% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q2 2024 was BlackRock, an estimated $2.34M added.
  • The largest Ooma seller in Q2 2024 was Wellington Management Group, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2024.