Ooma
OOMA
100 hedge funds and large institutions have $253M invested in Ooma in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
8% more funds holding
Funds holding: 93 → 100 (+7)
6% more capital invested
Capital invested by funds: $240M → $253M (+$13.7M)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
4.03% less ownership
Funds ownership: 80.24% → 76.21% (-4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$6.47M |
| 2 |
BlackRock
New York
|
+$4.8M |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.32M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$1.12M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$624K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$4.44M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.54M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.12M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.11M |
| 5 |
Renaissance Technologies
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
101
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$164K | -13,355 | Closed |
|
102
HSBC Holdings
London,
United Kingdom
| – | -$140K | -11,321 | Closed |
|
103
Lazard Asset Management
New York
| – | -$78K | -6,375 | Closed |
|
|
QT
104
Quantbot Technologies
New York
| – | -$15K | -1,300 | Closed |
|
|
GWSG
105
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$5K | -405 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$518 | +35 | New |
|
OOMA Hedge Fund Activity: Q4 2022 in Review
100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2022, worth a combined $253M — up 5.7% from $240M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OOMA positions and 6 closed out — a net gain of 10 holders — while 35 added to existing stakes and 32 trimmed.
The largest buyer was Trigran Investments, adding an estimated $6.47M. The largest seller was Woodson Capital Management, cutting an estimated $4.44M.
- 100 institutional investors held Ooma (OOMA) as of Q4 2022, up from 93 in Q3 2022.
- Funds reported $253M of Ooma stock for Q4 2022, up 5.7% quarter-over-quarter.
- 16 funds opened new Ooma positions in Q4 2022 and 6 closed out, a net change of +10 holders.
- The largest Ooma buyer in Q4 2022 was Trigran Investments, an estimated $6.47M added.
- The largest Ooma seller in Q4 2022 was Woodson Capital Management, an estimated $4.44M sold.
Based on aggregated 13F filings for Q4 2022.