Ooma
OOMA
97 hedge funds and large institutions have $237M invested in Ooma in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 14 closing their positions.
300% more call options, than puts
Call options by funds: $4K | Put options by funds: $1K
31% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 29
0.26% more ownership
Funds ownership: 76.21% → 76.47% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 100 → 97 (-3)
6% less capital invested
Capital invested by funds: $253M → $237M (-$15.8M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$3.45M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.2M |
| 3 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$1.64M |
| 4 |
Millennium Management
New York
|
+$1.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$5.36M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.09M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.26M |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$1.21M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHP
101
Manatuck Hill Partners
Westport,
Connecticut
| – | -$460K | -33,800 | Closed |
|
|
LCM
102
Legato Capital Management
San Francisco,
California
| – | -$455K | -33,442 | Closed |
|
103
Invesco
Atlanta,
Georgia
| – | -$283K | -20,808 | Closed |
|
|
PAM
104
Panagora Asset Management
Boston,
Massachusetts
| – | -$243K | -17,853 | Closed |
|
|
OQS
105
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$172K | -12,659 | Closed |
|
|
CP
106
Castleview Partners
Dallas,
Texas
| – | -$61.4K | -4,510 | Closed |
|
107
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$27K | -1,986 | Closed |
|
|
QCG
108
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$7.54K | -554 | Closed |
|
|
UB
109
UMB Bank
Kansas City,
Missouri
| – | -$1K | -74 | Closed |
|
|
CS
110
Credit Suisse
Zurich,
Switzerland
| – | -$14 | -1 | Closed |
|
OOMA Hedge Fund Activity: Q1 2023 in Review
97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2023, worth a combined $237M — down 6.2% from $253M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of OOMA and 11 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 38 added.
The largest buyer was Russell Investments Group, adding an estimated $3.45M. The largest seller was Woodson Capital Management, cutting an estimated $5.36M.
- 97 institutional investors held Ooma (OOMA) as of Q1 2023, down from 100 in Q4 2022.
- Funds reported $237M of Ooma stock for Q1 2023, down 6.2% quarter-over-quarter.
- 11 funds opened new Ooma positions in Q1 2023 and 14 closed out, a net change of -3 holders.
- The largest Ooma buyer in Q1 2023 was Russell Investments Group, an estimated $3.45M added.
- The largest Ooma seller in Q1 2023 was Woodson Capital Management, an estimated $5.36M sold.
Based on aggregated 13F filings for Q1 2023.