We are live on ! Find out more

116 hedge funds and large institutions have $218M invested in Ooma in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $193M → $218M (+$25.4M)

12% more funds holding

Funds holding: 104116 (+12)

2% less ownership

Funds ownership: 73.44%71.44% (-2%)

60% less call options, than puts

Call options by funds: $106K | Put options by funds: $263K

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
26
Closed
14
Calls
$106K
Puts
$263K
Net Calls
-$157K
Net Calls Change
+$429K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Corebridge Financial
Texas
$150K -$811 -82 -0.6%
IWM
77
IHT Wealth Management
Illinois
$149K
MIM
78
Merrion Investment Management
New Jersey
$143K
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$135K +$2.25K +228 +2%
Wells Fargo
80
Wells Fargo
California
$135K +$3.76K +380 +3%
PP
81
Paloma Partners
Connecticut
$126K +$109K +11,062 New
SPA
82
Sherbrooke Park Advisers
New York
$120K -$23.1K -2,336 -18%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118K -$5.22K -528 -5%
SG Americas Securities
84
SG Americas Securities
New York
$115K +$99.9K +10,105 New
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K
VIA
86
Virtus Investment Advisers
Connecticut
$98K +$85K +8,601 New
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$82K
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$77K +$6.32K +639 +11%
C
89
Covestor
United Kingdom
$64K -$1.32K -134 -2%
Osaic Holdings
90
Osaic Holdings
Arizona
$51.3K -$4.94K -500 -10%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$30.3K +$3.58K +362 +16%
AIP
92
Ameritas Investment Partners
Nebraska
$26.8K
Legal & General Group
93
Legal & General Group
United Kingdom
$24.2K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$23K +$939 +95 +5%
MAM
95
Meeder Asset Management
Ohio
$21K +$18.3K +1,847 New
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$20.4K
NC
97
nVerses Capital
Florida
$17.1K +$14.8K +1,500 New
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$15.2K +$2.39K +242 +22%
TRCT
99
Tower Research Capital (TRC)
New York
$12.3K -$39.5K -3,998 -79%
PD
100
Point72 (DIFC)
United Arab Emirates
$11.3K +$9.79K +990 New

OOMA Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2024, worth a combined $218M — up 13% from $193M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OOMA positions and 14 closed out — a net gain of 13 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.16M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.94M sold.

  • 116 institutional investors held Ooma (OOMA) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $218M of Ooma stock for Q3 2024, up 13% quarter-over-quarter.
  • 27 funds opened new Ooma positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Ooma buyer in Q3 2024 was Millennium Management, an estimated $1.16M added.
  • The largest Ooma seller in Q3 2024 was Royce & Associates, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2024.