Ooma
OOMA
103 hedge funds and large institutions have $389M invested in Ooma in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $351M → $389M (+$37.8M)
2% more funds holding
Funds holding: 101 → 103 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 80.62% → 80.09% (-0.53%)
15% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 40
73% less call options, than puts
Call options by funds: $18K | Put options by funds: $67K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.44M |
| 2 |
State Street
Boston,
Massachusetts
|
+$3.38M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.36M |
| 4 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$1.93M |
| 5 |
BlackRock
New York
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$2.99M |
| 2 |
Two Sigma Investments
New York
|
-$1.55M |
| 3 |
RA
Royce & Associates
New York
|
-$1.49M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.43M |
| 5 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $246 | -$12.1K | -596 | -5% |
|
|
103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$1.43M | -76,800 | Closed |
|
104
Arrowstreet Capital
Boston,
Massachusetts
| – | -$1.04M | -55,838 | Closed |
|
|
ECM
105
ExodusPoint Capital Management
New York
| – | -$234K | -12,581 | Closed |
|
106
SG Americas Securities
New York
| – | -$202K | -10,843 | Closed |
|
|
GWS
107
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -31 | Closed |
|
108
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -21 | Closed |
|
109
Fidelity Investments
Boston,
Massachusetts
| – | -$143 | -7 | -27% |
|
OOMA Hedge Fund Activity: Q4 2021 in Review
103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2021, worth a combined $389M — up 11% from $351M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OOMA positions and 6 closed out — a net gain of 3 holders — while 34 added to existing stakes and 40 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.44M. The largest seller was Renaissance Technologies, cutting an estimated $2.99M.
- 103 institutional investors held Ooma (OOMA) as of Q4 2021, up from 101 in Q3 2021.
- Funds reported $389M of Ooma stock for Q4 2021, up 11% quarter-over-quarter.
- 9 funds opened new Ooma positions in Q4 2021 and 6 closed out, a net change of +3 holders.
- The largest Ooma buyer in Q4 2021 was Wellington Management Group, an estimated $3.44M added.
- The largest Ooma seller in Q4 2021 was Renaissance Technologies, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2021.