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93 hedge funds and large institutions have $240M invested in Ooma in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $231M → $240M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.37% less ownership

Funds ownership: 80.61%80.24% (-0.37%)

7% less funds holding

Funds holding: 10093 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
37
Reduced
26
Closed
19
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$34.6M +$3.17M +255,636 +10%
BlackRock
2
BlackRock
New York
$33.2M +$8.28M +667,631 +33%
AIC
3
AWM Investment Company
New York
$17.3M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.1M +$1.94M +156,378 +14%
WCM
5
Woodson Capital Management
Connecticut
$16M -$1.24M -100,000 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.8M +$131K +10,553 +0.9%
HM
7
HCSF Management
California
$11.6M +$653K +52,649 +6%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.4M -$2.29M -184,964 -18%
WA
9
Wasatch Advisors
Utah
$8.73M +$932K +75,124 +12%
RA
10
Royce & Associates
New York
$8.3M +$1.08M +86,725 +15%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$5.5M +$332K +26,743 +6%
State Street
12
State Street
Massachusetts
$5.48M +$54.7K +4,413 +1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$4.99M +$307K +24,736 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.8M +$48.4K +3,904 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.35M +$2.94M +237,001 +203%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$3.46M +$234K +18,832 +7%
Morgan Stanley
17
Morgan Stanley
New York
$3.45M +$327K +26,344 +10%
N
18
Nuveen
North Carolina
$3.1M -$205K -16,531 -6%
HIM
19
Herald Investment Management
United Kingdom
$2.77M
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.52M -$278K -22,407 -10%
Northern Trust
21
Northern Trust
Illinois
$2.31M -$40.4K -3,259 -2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.81M -$229K -18,452 -11%
PCM
23
Perkins Capital Management
Minnesota
$1.8M -$45K -3,625 -2%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$1.73M -$2.17M -175,115 -55%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.61M -$5.3K -427 -0.3%

OOMA Hedge Fund Activity: Q3 2022 in Review

93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2022, worth a combined $240M — up 3.5% from $231M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OOMA and 13 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $8.28M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $7.2M sold.

  • 93 institutional investors held Ooma (OOMA) as of Q3 2022, down from 100 in Q2 2022.
  • Funds reported $240M of Ooma stock for Q3 2022, up 3.5% quarter-over-quarter.
  • 13 funds opened new Ooma positions in Q3 2022 and 19 closed out, a net change of -6 holders.
  • The largest Ooma buyer in Q3 2022 was BlackRock, an estimated $8.28M added.
  • The largest Ooma seller in Q3 2022 was Ophir Asset Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2022.