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100 hedge funds and large institutions have $231M invested in Ooma in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 30

0% less ownership

Funds ownership: 80.61%80.61% (-0%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 102100 (-2)

19% less capital invested

Capital invested by funds: $287M → $231M (-$56M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

95% less call options, than puts

Call options by funds: $11K | Put options by funds: $221K

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
48
Reduced
30
Closed
11
Calls
$11K
Puts
$221K
Net Calls
-$210K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$30.3M +$6.46M +486,335 +23%
BlackRock
2
BlackRock
New York
$24.1M +$2.39M +180,373 +10%
AIC
3
AWM Investment Company
New York
$16.7M +$1.78M +134,049 +11%
WCM
4
Woodson Capital Management
Connecticut
$16.6M -$195K -14,708 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$13.7M +$1.62K +122 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.2M +$708K +53,335 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$12.2M +$777K +58,500 +6%
HM
8
HCSF Management
California
$10.6M +$664K +50,000 +6%
WA
9
Wasatch Advisors
Utah
$7.51M
OAM
10
Ophir Asset Management
Australia
$7.2M -$1.71M -128,676 -17%
RA
11
Royce & Associates
New York
$6.96M +$531K +40,000 +7%
State Street
12
State Street
Massachusetts
$5.22M -$2.93M -220,421 -33%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$4.97M +$375K +28,258 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.58M -$22.9K -1,722 -0.4%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$4.51M +$1.19M +89,978 +31%
Millennium Management
16
Millennium Management
New York
$3.76M +$2.08M +156,443 +97%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$3.74M +$1.26M +94,838 +43%
N
18
Nuveen
North Carolina
$3.18M +$426K +32,106 +14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$3.11M +$798K +60,095 +30%
Morgan Stanley
20
Morgan Stanley
New York
$3.01M +$453K +34,153 +16%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$2.69M +$594K +44,767 +25%
HIM
22
Herald Investment Management
United Kingdom
$2.67M
Northern Trust
23
Northern Trust
Illinois
$2.27M +$5.63K +424 +0.2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$1.96M +$11.7K +882 +0.5%
PCM
25
Perkins Capital Management
Minnesota
$1.77M -$9.96K -750 -0.5%

OOMA Hedge Fund Activity: Q2 2022 in Review

100 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2022, worth a combined $231M — down 19% from $287M a quarter earlier.

Fund positioning in OOMA was balanced in Q2 2022: 11 funds opened new positions, 11 closed out, 48 added to existing stakes and 30 trimmed.

The largest buyer was Trigran Investments, adding an estimated $6.46M. The largest seller was Tiger Management, exiting entirely with an estimated $11.1M sold.

  • 100 institutional investors held Ooma (OOMA) as of Q2 2022, down from 102 in Q1 2022.
  • Funds reported $231M of Ooma stock for Q2 2022, down 19% quarter-over-quarter.
  • 11 funds opened new Ooma positions in Q2 2022 and 11 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q2 2022 was Trigran Investments, an estimated $6.46M added.
  • The largest Ooma seller in Q2 2022 was Tiger Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.