Ooma
OOMA
96 hedge funds and large institutions have $165M invested in Ooma in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 14 closing their positions.
0.74% less ownership
Funds ownership: 75.74% → 75% (-0.74%)
5% less funds holding
Funds holding: 101 → 96 (-5)
21% less capital invested
Capital invested by funds: $210M → $165M (-$44.5M)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
37% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 41
98% less call options, than puts
Call options by funds: $6K | Put options by funds: $321K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$3.65M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$1.57M |
| 3 |
BlackRock
New York
|
+$1.51M |
| 4 |
JP Morgan Chase
New York
|
+$977K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.19M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.73M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.24M |
| 4 |
RA
Royce & Associates
New York
|
-$1.21M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$703K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Man Group
London,
United Kingdom
| – | -$200K | -18,600 | Closed |
|
102
Franklin Resources
San Mateo,
California
| – | -$135K | -12,537 | Closed |
|
|
CSS
103
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$109K | -10,154 | Closed |
|
|
SO
104
STRS Ohio
Columbus,
Ohio
| – | -$94K | -8,800 | Closed |
|
|
ACM
105
Aquatic Capital Management
Chicago,
Illinois
| – | -$19K | -1,800 | Closed |
|
|
HI
106
Harbour Investments
Madison,
Wisconsin
| – | -$12.1K | -1,129 | Closed |
|
|
PMEF
107
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$7.82K | -729 | Closed |
|
|
GWSG
108
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$4.34K | -405 | Closed |
|
109
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$458 | -46 | -85% |
|
|
PWMG
110
Private Wealth Management Group
Princeton,
New Jersey
| – | -$333 | -31 | Closed |
|
OOMA Hedge Fund Activity: Q1 2024 in Review
96 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2024, worth a combined $165M — down 21% from $210M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of OOMA and 9 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 26 added.
The largest buyer was Boston Partners, adding an estimated $3.65M. The largest seller was Morgan Stanley, cutting an estimated $3.19M.
- 96 institutional investors held Ooma (OOMA) as of Q1 2024, down from 101 in Q4 2023.
- Funds reported $165M of Ooma stock for Q1 2024, down 21% quarter-over-quarter.
- 9 funds opened new Ooma positions in Q1 2024 and 14 closed out, a net change of -5 holders.
- The largest Ooma buyer in Q1 2024 was Boston Partners, an estimated $3.65M added.
- The largest Ooma seller in Q1 2024 was Morgan Stanley, an estimated $3.19M sold.
Based on aggregated 13F filings for Q1 2024.