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Ooma
OOMA

97 hedge funds and large institutions have $286M invested in Ooma in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $237M → $286M (+$48.2M)

0% more funds holding

Funds holding: 97 → 97 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1.05% less ownership

Funds ownership: 76.47% → 75.42% (-1.1%)

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
43
Reduced
21
Closed
17
Calls
$193K
Puts
–
Net Calls
+$193K
Net Calls Change
+$190K

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$3.06M
2
BlackRock
BlackRock
New York
+$2.69M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.67M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.24M
5
DIA
Dana Investment Advisors
Wisconsin
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
WCM
Woodson Capital Management
Connecticut
-$7.51M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.23M
3
Millennium Management
Millennium Management
New York
-$2.06M
4
KCM
Kennedy Capital Management
Missouri
-$1.29M
5
WA
Wasatch Advisors
Utah
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
101
HRT Financial
New York
– -$268K -21,481 Closed
CWA
102
CM Wealth Advisors
Ohio
– -$190K -15,484 Closed
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
– -$191K -15,237 Closed
Jane Street
104
Jane Street
New York
– -$149K -11,946 Closed
CSS
105
Cubist Systematic Strategies
Connecticut
– -$139K -11,088 Closed
JF
106
Jump Financial
Illinois
– -$133K -10,600 Closed
AQR Capital Management
107
AQR Capital Management
Connecticut
– -$133K -10,594 Closed
SG Americas Securities
108
SG Americas Securities
New York
– -$126K -10,107 Closed
AI
109
Acuitas Investments
Washington
– -$58.8K -4,700 Closed
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
– -$29.3K -2,346 Closed
ACM
111
Aquatic Capital Management
Illinois
– -$26K -2,100 Closed
S
112
SignatureFD
Georgia
– -$4.38K -350 Closed
TWA
113
TCI Wealth Advisors
Arizona
– -$3.25K -260 Closed
US Bancorp
114
US Bancorp
Minnesota
– -$926 -74 Closed
1 2 3 4
5

OOMA Hedge Fund Activity: Q2 2023 in Review

97 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2023, worth a combined $286M — up 20% from $237M a quarter earlier.

Fund positioning in OOMA was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 43 added to existing stakes and 21 trimmed.

The largest buyer was Trigran Investments, adding an estimated $3.06M. The largest seller was Woodson Capital Management, exiting entirely with an estimated $7.51M sold.

  • 97 institutional investors held Ooma (OOMA) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $286M of Ooma stock for Q2 2023, up 20% quarter-over-quarter.
  • 17 funds opened new Ooma positions in Q2 2023 and 17 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q2 2023 was Trigran Investments, an estimated $3.06M added.
  • The largest Ooma seller in Q2 2023 was Woodson Capital Management, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2023.