Ooma
OOMA
93 hedge funds and large institutions have $240M invested in Ooma in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 19 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 26
3% more capital invested
Capital invested by funds: $231M → $240M (+$8.07M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.37% less ownership
Funds ownership: 80.61% → 80.24% (-0.37%)
7% less funds holding
Funds holding: 100 → 93 (-7)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.28M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$3.17M |
| 3 |
JP Morgan Chase
New York
|
+$2.94M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.94M |
| 5 |
RA
Royce & Associates
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$7.2M |
| 2 |
Millennium Management
New York
|
-$2.37M |
| 3 |
Renaissance Technologies
New York
|
-$2.29M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.17M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Franklin Resources
San Mateo,
California
| – | -$155K | -13,138 | Closed |
|
|
XT
102
XTX Topco
George Town,
Cayman Islands
| – | -$153K | -12,911 | Closed |
|
|
PP
103
PDT Partners
New York
| – | -$138K | -11,675 | Closed |
|
|
OQS
104
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$120K | -10,130 | Closed |
|
105
Walleye Trading
New York
| – | -$75K | -6,360 | Closed |
|
|
ACM
106
Aquatic Capital Management
Chicago,
Illinois
| – | -$38K | -3,200 | Closed |
|
|
GCM
107
Gladius Capital Management
Chicago,
Illinois
| – | -$24K | -2,016 | Closed |
|
|
PHK
108
Point72 Hong Kong
Hong Kong
| – | -$9K | -797 | Closed |
|
109
Simplex Trading
Chicago,
Illinois
| – | -$4.47K | -360 | Closed |
|
|
TCWM
110
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$3K | -245 | Closed |
|
111
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -149 | Closed |
|
OOMA Hedge Fund Activity: Q3 2022 in Review
93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2022, worth a combined $240M — up 3.5% from $231M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of OOMA and 13 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 37 added.
The largest buyer was BlackRock, adding an estimated $8.28M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $7.2M sold.
- 93 institutional investors held Ooma (OOMA) as of Q3 2022, down from 100 in Q2 2022.
- Funds reported $240M of Ooma stock for Q3 2022, up 3.5% quarter-over-quarter.
- 13 funds opened new Ooma positions in Q3 2022 and 19 closed out, a net change of -6 holders.
- The largest Ooma buyer in Q3 2022 was BlackRock, an estimated $8.28M added.
- The largest Ooma seller in Q3 2022 was Ophir Asset Management, an estimated $7.2M sold.
Based on aggregated 13F filings for Q3 2022.