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102 hedge funds and large institutions have $287M invested in Ooma in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

0.52% more ownership

Funds ownership: 80.09%80.61% (+0.52%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 103102 (-1)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

26% less capital invested

Capital invested by funds: $389M → $287M (-$102M)

95% less call options, than puts

Call options by funds: $7K | Put options by funds: $150K

Holders
102
Holders Change
-1
Holders Change %
-0.97%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
35
Reduced
36
Closed
12
Calls
$7K
Puts
$150K
Net Calls
-$143K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$31.1M +$4.66M +276,095 +15%
BlackRock
2
BlackRock
New York
$27.8M -$13.4K -793 -0%
WCM
3
Woodson Capital Management
Connecticut
$21.2M -$596K -35,292 -2%
AIC
4
AWM Investment Company
New York
$19.1M +$2.89M +170,991 +15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$17.3M +$3.57M +211,434 +22%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.9M -$43.6K -2,583 -0.2%
Renaissance Technologies
7
Renaissance Technologies
New York
$14.6M +$765K +45,300 +5%
HM
8
HCSF Management
California
$12.6M
OAM
9
Ophir Asset Management
Australia
$11.3M +$1.01M +60,000 +9%
TM
10
Tiger Management
New York
$11.1M
State Street
11
State Street
Massachusetts
$9.91M +$259K +15,339 +2%
WA
12
Wasatch Advisors
Utah
$9.51M
RA
13
Royce & Associates
New York
$8.22M +$2.04M +121,100 +28%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$5.87M -$9.19M -544,121 -58%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.82M -$1.92M -113,770 -23%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$4.36M +$301K +17,817 +7%
N
17
Nuveen
North Carolina
$3.44M -$933K -55,256 -19%
HIM
18
Herald Investment Management
United Kingdom
$3.37M
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$3.31M +$767K +45,452 +26%
Morgan Stanley
20
Morgan Stanley
New York
$3.3M +$598K +35,432 +19%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$3.04M +$641K +37,969 +23%
Northern Trust
22
Northern Trust
Illinois
$2.86M -$169K -10,008 -5%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.74M -$103K -6,097 -3%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$2.47M -$516K -30,533 -16%
FA
25
Friess Associates
Delaware
$2.42M +$375K +22,210 +16%

OOMA Hedge Fund Activity: Q1 2022 in Review

102 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2022, worth a combined $287M — down 26% from $389M a quarter earlier.

Fund positioning in OOMA was balanced in Q1 2022: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 36 trimmed.

The largest buyer was Trigran Investments, adding an estimated $4.66M. The largest seller was Lord, Abbett & Co, cutting an estimated $9.19M.

  • 102 institutional investors held Ooma (OOMA) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $287M of Ooma stock for Q1 2022, down 26% quarter-over-quarter.
  • 12 funds opened new Ooma positions in Q1 2022 and 12 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q1 2022 was Trigran Investments, an estimated $4.66M added.
  • The largest Ooma seller in Q1 2022 was Lord, Abbett & Co, an estimated $9.19M sold.

Based on aggregated 13F filings for Q1 2022.