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104 hedge funds and large institutions have $364M invested in Ooma in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $588K | Put options by funds: $107K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 86104 (+18)

21% more capital invested

Capital invested by funds: $301M → $364M (+$62.6M)

0.39% less ownership

Funds ownership: 83.81%83.42% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

Holders
104
Holders Change
+18
Holders Change %
+20.93%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
31
Reduced
32
Closed
7
Calls
$588K
Puts
$107K
Net Calls
+$481K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33M -$640K -35,296 -2%
TI
2
Trigran Investments
Illinois
$29.8M +$7.15M +394,456 +33%
WCM
3
Woodson Capital Management
Connecticut
$28.3M -$7.25M -400,000 -21%
Renaissance Technologies
4
Renaissance Technologies
New York
$22.2M +$3.86M +213,100 +22%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.5M -$92.4K -5,100 -0.4%
AIC
6
AWM Investment Company
New York
$20.9M
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$18.1M +$5.67M +312,916 +49%
HM
8
HCSF Management
California
$15.9M +$1.81M +100,000 +13%
TM
9
Tiger Management
New York
$14M
Wellington Management Group
10
Wellington Management Group
Massachusetts
$12.6M -$3.44M -189,967 -22%
OAM
11
Ophir Asset Management
Australia
$10.9M -$3.13M -172,752 -23%
RA
12
Royce & Associates
New York
$10.9M -$1.89M -104,195 -15%
State Street
13
State Street
Massachusetts
$8.88M -$35.5K -1,961 -0.4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.64M +$991K +54,690 +14%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$8.03M -$12.8M -707,562 -62%
WA
16
Wasatch Advisors
Utah
$7.26M -$2.05M -113,055 -23%
TCM
17
Tygh Capital Management
Oregon
$7.14M -$74.8K -4,129 -1%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$6.25M +$161K +8,879 +3%
Morgan Stanley
19
Morgan Stanley
New York
$5.16M +$4.24M +233,915 +588%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$4.29M -$138K -7,633 -3%
HIM
21
Herald Investment Management
United Kingdom
$4.25M
N
22
Nuveen
North Carolina
$4.07M +$1.02M +56,216 +35%
Northern Trust
23
Northern Trust
Illinois
$3.91M -$228K -12,557 -6%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.33M -$534K -29,463 -14%
Two Sigma Investments
25
Two Sigma Investments
New York
$3M +$1.3M +71,891 +82%

OOMA Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2021, worth a combined $364M — up 21% from $301M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OOMA positions and 7 closed out — a net gain of 18 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Trigran Investments, adding an estimated $7.15M. The largest seller was Russell Investments Group, cutting an estimated $12.8M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $364M of Ooma stock for Q2 2021, up 21% quarter-over-quarter.
  • 25 funds opened new Ooma positions in Q2 2021 and 7 closed out, a net change of +18 holders.
  • The largest Ooma buyer in Q2 2021 was Trigran Investments, an estimated $7.15M added.
  • The largest Ooma seller in Q2 2021 was Russell Investments Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2021.