Ooma
OOMA
101 hedge funds and large institutions have $351M invested in Ooma in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.
88% more call options, than puts
Call options by funds: $311K | Put options by funds: $165K
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
3% less capital invested
Capital invested by funds: $364M → $351M (-$12.3M)
2.8% less ownership
Funds ownership: 83.42% → 80.62% (-2.8%)
3% less funds holding
Funds holding: 104 → 101 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$4.4M |
| 2 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$3.23M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.96M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.6M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$4.93M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$2.88M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.28M |
| 4 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.98M |
| 5 |
Renaissance Technologies
New York
|
-$1.95M |
OOMA Hedge Fund Activity: Q3 2021 in Review
101 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2021, worth a combined $351M — down 3.4% from $364M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of OOMA and 12 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 39 added.
The largest buyer was Wasatch Advisors, adding an estimated $4.4M. The largest seller was Russell Investments Group, cutting an estimated $4.93M.
- 101 institutional investors held Ooma (OOMA) as of Q3 2021, down from 104 in Q2 2021.
- Funds reported $351M of Ooma stock for Q3 2021, down 3.4% quarter-over-quarter.
- 12 funds opened new Ooma positions in Q3 2021 and 14 closed out, a net change of -2 holders.
- The largest Ooma buyer in Q3 2021 was Wasatch Advisors, an estimated $4.4M added.
- The largest Ooma seller in Q3 2021 was Russell Investments Group, an estimated $4.93M sold.
Based on aggregated 13F filings for Q3 2021.