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103 hedge funds and large institutions have $389M invested in Ooma in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $351M → $389M (+$37.8M)

2% more funds holding

Funds holding: 101103 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 80.62%80.09% (-0.53%)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

73% less call options, than puts

Call options by funds: $18K | Put options by funds: $67K

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
34
Reduced
40
Closed
6
Calls
$18K
Puts
$67K
Net Calls
-$49K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.9M +$1.58M +77,660 +4%
TI
2
Trigran Investments
Illinois
$36.7M +$952K +46,726 +3%
WCM
3
Woodson Capital Management
Connecticut
$29.6M -$1.02M -50,000 -3%
AIC
4
AWM Investment Company
New York
$22.6M -$25.6K -1,257 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.7M +$833K +40,880 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$19.3M +$3.44M +169,079 +22%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$19.1M -$184K -9,054 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.9M -$2.99M -146,900 -14%
HM
9
HCSF Management
California
$17.2M
TM
10
Tiger Management
New York
$15.1M
OAM
11
Ophir Asset Management
Australia
$14.1M +$1.93M +94,918 +16%
State Street
12
State Street
Massachusetts
$13.2M +$3.38M +165,737 +35%
WA
13
Wasatch Advisors
Utah
$13M +$319K +15,667 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.3M +$167K +8,206 +2%
RA
15
Royce & Associates
New York
$8.73M -$1.49M -73,100 -15%
TCM
16
Tygh Capital Management
Oregon
$7.51M -$1.3M -63,753 -15%
N
17
Nuveen
North Carolina
$5.84M -$182K -8,943 -3%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$5.58M +$83.6K +4,105 +2%
HIM
19
Herald Investment Management
United Kingdom
$4.6M
Northern Trust
20
Northern Trust
Illinois
$4.11M -$15.4K -758 -0.4%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.99M -$607K -29,792 -13%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$3.86M +$504K +24,743 +15%
Morgan Stanley
23
Morgan Stanley
New York
$3.77M -$276K -13,557 -7%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$3.58M +$3.36M +164,826 +1,578%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$3.37M +$846K +41,518 +34%

OOMA Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2021, worth a combined $389M — up 11% from $351M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OOMA positions and 6 closed out — a net gain of 3 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.44M. The largest seller was Renaissance Technologies, cutting an estimated $2.99M.

  • 103 institutional investors held Ooma (OOMA) as of Q4 2021, up from 101 in Q3 2021.
  • Funds reported $389M of Ooma stock for Q4 2021, up 11% quarter-over-quarter.
  • 9 funds opened new Ooma positions in Q4 2021 and 6 closed out, a net change of +3 holders.
  • The largest Ooma buyer in Q4 2021 was Wellington Management Group, an estimated $3.44M added.
  • The largest Ooma seller in Q4 2021 was Renaissance Technologies, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2021.