115 hedge funds and large institutions have $217M invested in Ooma in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
26
Closed
15
Calls
$106K
Puts
$263K
Net Calls
-$157K
Net Calls Change
+$429K
Name Market Value Shares Shares
Change
Shares
Change %
PWMG
101
Private Wealth Management Group
New Jersey
$4.53K 398
GRP
102
Global Retirement Partners
California
$3.42K 300
Bessemer Group
103
Bessemer Group
New Jersey
$2K 145 +145 New
SAM
104
Smartleaf Asset Management
Massachusetts
$1.84K 161 +161 New
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$1.41K 124
SCM
106
Sterling Capital Management
North Carolina
$809 71 +71 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$604 53 +10 +23%
AAM
108
Advisors Asset Management
Colorado
$501 44 +44 New
BTI
109
Blue Trust Inc
Georgia
$308 31 +31 New
QCG
110
Quadrant Capital Group
Ohio
$262 23
RIL
111
Rothschild Investment LLC
Illinois
$171 15
FFA
112
Farther Finance Advisors
California
$159 14
CPA
113
Capital Performance Advisors
California
$125 11 +11 New
HNB
114
Huntington National Bank
Ohio
$11 1
RA
115
Royce & Associates
New York
-396,904 Closed
Norges Bank
116
Norges Bank
Norway
-75,900 Closed
GC
117
Guggenheim Capital
Illinois
-64,698 Closed
PTC
118
Petrus Trust Company
Texas
-64,478 Closed
Invesco
119
Invesco
Georgia
-39,279 Closed
Wellington Management Group
120
Wellington Management Group
Massachusetts
-38,793 Closed
Verition Fund Management
121
Verition Fund Management
Connecticut
-13,155 Closed
QC
122
Quadrature Capital
United Kingdom
-11,410 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
-10,388 Closed
Walleye Trading
124
Walleye Trading
New York
-3,076 Closed
PMAM
125
Picton Mahoney Asset Management
Ontario, Canada
-1,260 Closed