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Ooma
OOMA

116 hedge funds and large institutions have $218M 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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $193M → $218M (+$25.4M)

12% more funds holding

Funds holding: 104 → 116 (+12)

2% less ownership

Funds ownership: 73.44% → 71.44% (-2%)

60% less call options, than puts

Call options by funds: $106K | Put options by funds: $263K

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
42
Reduced
26
Closed
14
Calls
$106K
Puts
$263K
Net Calls
-$157K
Net Calls Change
+$429K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.16M
2
Ameriprise
Ameriprise
Minnesota
+$901K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$659K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$650K
5
N
Nuveen
North Carolina
+$609K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.94M
2
TI
Trigran Investments
Illinois
-$2.84M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1M
4
Boston Partners
Boston Partners
Massachusetts
-$883K
5
GC
Guggenheim Capital
Illinois
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
101
Amalgamated Bank
New York
$9K – – –
PWMG
102
Private Wealth Management Group
New Jersey
$4.53K – – –
GRP
103
Global Retirement Partners
California
$3.42K – – –
Bessemer Group
104
Bessemer Group
New Jersey
$2K +$1.43K +145 New
SAM
105
Smartleaf Asset Management
Massachusetts
$1.83K +$1.59K +161 New
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$1.41K – – –
SCM
107
Sterling Capital Management
North Carolina
$809 +$702 +71 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$604 +$99 +10 +23%
AAM
109
Advisors Asset Management
Colorado
$501 +$435 +44 New
BTI
110
Blue Trust Inc
Georgia
$308 +$306 +31 New
QCG
111
Quadrant Capital Group
Ohio
$262 – – –
RIL
112
Rothschild Investment LLC
Illinois
$171 – – –
FFA
113
Farther Finance Advisors
California
$159 – – –
CPA
114
Capital Performance Advisors
California
$125 +$109 +11 New
HNB
115
Huntington National Bank
Ohio
$11 – – –
RA
116
Royce & Associates
New York
– -$3.94M -396,904 Closed
GC
117
Guggenheim Capital
Illinois
– -$642K -64,698 Closed
PTC
118
Petrus Trust Company
Texas
– -$640K -64,478 Closed
Invesco
119
Invesco
Georgia
– -$390K -39,279 Closed
Wellington Management Group
120
Wellington Management Group
Massachusetts
– -$385K -38,793 Closed
Verition Fund Management
121
Verition Fund Management
Connecticut
– -$131K -13,155 Closed
QC
122
Quadrature Capital
United Kingdom
– -$114K -11,410 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
– -$103K -10,388 Closed
Walleye Trading
124
Walleye Trading
New York
– -$30.5K -3,076 Closed
PMAM
125
Picton Mahoney Asset Management
Ontario, Canada
– -$13K -1,260 Closed
2 3 4
5
6

OOMA Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2024, worth a combined $218M — up 13% from $193M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OOMA positions and 14 closed out — a net gain of 13 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.16M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.94M sold.

  • 116 institutional investors held Ooma (OOMA) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $218M of Ooma stock for Q3 2024, up 13% quarter-over-quarter.
  • 27 funds opened new Ooma positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Ooma buyer in Q3 2024 was Millennium Management, an estimated $1.16M added.
  • The largest Ooma seller in Q3 2024 was Royce & Associates, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2024.