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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.16M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$901K |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$659K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$650K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$3.94M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
-$2.84M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$883K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$642K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
126
UMB Bank
Kansas City,
Missouri
| – | -$5.22K | -526 | Closed |
|
|
SSG
127
Summit Securities Group
New York
| – | -$4K | -428 | Closed |
|
|
EWA
128
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$4.01K | -386 | Closed |
|
129
Simplex Trading
Chicago,
Illinois
| – | -$1.21K | -122 | -76% |
|
|
IC
130
Innealta Capital
Austin,
Texas
| – | -$228 | -23 | Closed |
|
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.