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104 hedge funds and large institutions have $193M invested in Ooma in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $165M → $193M (+$27.5M)

8% more funds holding

Funds holding: 96104 (+8)

1.57% less ownership

Funds ownership: 75%73.44% (-1.6%)

97% less call options, than puts

Call options by funds: $16K | Put options by funds: $602K

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
47
Reduced
22
Closed
18
Calls
$16K
Puts
$602K
Net Calls
-$586K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
Innealta Capital
Texas
$228 +$183 +23 New
RIL
102
Rothschild Investment LLC
Illinois
$149 +$119 +15 New
FFA
103
Farther Finance Advisors
California
$128 +$111 +14 New
HNB
104
Huntington National Bank
Ohio
$10 -$9.8K -1,233 -100%
DIA
105
Dana Investment Advisors
Wisconsin
-$689K -80,755 Closed
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
-$363K -42,540 Closed
CIC
107
Cornercap Investment Counsel
Georgia
-$328K -38,472 Closed
P
108
Pitcairn
Pennsylvania
-$231K -27,122 Closed
PAM
109
Panagora Asset Management
Massachusetts
-$212K -24,855 Closed
PCMI
110
Paradigm Capital Management Inc
New York
-$171K -20,000 Closed
XT
111
XTX Topco
Cayman Islands
-$146K -17,099 Closed
Deutsche Bank
112
Deutsche Bank
Germany
-$139K -16,286 Closed
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
-$191K -15,237 Closed
PP
114
PDT Partners
New York
-$106K -12,382 Closed
AIG
115
American International Group
New York
-$101K -11,888 Closed
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
-$124K -10,025 Closed
GCM
117
Gladius Capital Management
Illinois
-$27.4K -3,209 Closed
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
-$11K -1,284 Closed
NS
119
NBC Securities
Alabama
-$11K -1,181 Closed
AWM
120
Avior Wealth Management
Nebraska
-$5.04K -591 Closed
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
-$850 -100 Closed
FHA
122
First Horizon Advisors
Tennessee
-$750 -88 Closed

OOMA Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2024, worth a combined $193M — up 17% from $165M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 18 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $2.34M. The largest seller was Wellington Management Group, cutting an estimated $7.42M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2024, up from 96 in Q1 2024.
  • Funds reported $193M of Ooma stock for Q2 2024, up 17% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q2 2024 was BlackRock, an estimated $2.34M added.
  • The largest Ooma seller in Q2 2024 was Wellington Management Group, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2024.