Ooma
OOMA
101 hedge funds and large institutions have $210M invested in Ooma in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 12 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
1.18% more ownership
Funds ownership: 74.56% → 75.74% (+1.2%)
1% less funds holding
Funds holding: 102 → 101 (-1)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
16% less capital invested
Capital invested by funds: $249M → $210M (-$38.8M)
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
|
+$4.14M |
| 2 |
Morgan Stanley
New York
|
+$3.93M |
| 3 |
BlackRock
New York
|
+$1.22M |
| 4 |
Renaissance Technologies
New York
|
+$770K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.67M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.92M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$1.27M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$425K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
101
Private Wealth Management Group
Princeton,
New Jersey
| $333 | +$352 | +31 | New |
|
|
WA
102
Wasatch Advisors
Salt Lake City,
Utah
| – | -$4.67M | -358,975 | Closed |
|
|
TI
103
Trexquant Investment
Stamford,
Connecticut
| – | -$355K | -27,297 | Closed |
|
104
Invesco
Atlanta,
Georgia
| – | -$276K | -21,180 | Closed |
|
|
AG
105
Algert Global
San Francisco,
California
| – | -$259K | -19,908 | Closed |
|
106
Citadel Advisors
Miami,
Florida
| – | -$158K | -12,146 | Closed |
|
107
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$140K | -10,788 | Closed |
|
|
PCM
108
Prelude Capital Management
New York
| – | -$137K | -10,500 | Closed |
|
|
GCM
109
Gladius Capital Management
Chicago,
Illinois
| – | -$85.5K | -6,569 | Closed |
|
|
PA
110
Parallel Advisors
San Francisco,
California
| – | -$1.87K | -144 | Closed |
|
|
LC
111
Lindbrook Capital
Calabasas,
California
| – | -$1.64K | -126 | Closed |
|
|
GWS
112
Glassman Wealth Services
Vienna,
Virginia
| – | -$624 | -48 | Closed |
|
|
CCP
113
Carmel Capital Partners
San Diego,
California
| – | -$494 | -38 | Closed |
|
OOMA Hedge Fund Activity: Q4 2023 in Review
101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2023, worth a combined $210M — down 16% from $249M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of OOMA and 11 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 38 added.
The largest buyer was Trigran Investments, adding an estimated $4.14M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $4.67M sold.
- 101 institutional investors held Ooma (OOMA) as of Q4 2023, down from 102 in Q3 2023.
- Funds reported $210M of Ooma stock for Q4 2023, down 16% quarter-over-quarter.
- 11 funds opened new Ooma positions in Q4 2023 and 12 closed out, a net change of -1 holder.
- The largest Ooma buyer in Q4 2023 was Trigran Investments, an estimated $4.14M added.
- The largest Ooma seller in Q4 2023 was Wasatch Advisors, an estimated $4.67M sold.
Based on aggregated 13F filings for Q4 2023.