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100 hedge funds and large institutions have $253M invested in Ooma in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

8% more funds holding

Funds holding: 93100 (+7)

6% more capital invested

Capital invested by funds: $240M → $253M (+$13.7M)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

4.03% less ownership

Funds ownership: 80.24%76.21% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
32
Closed
6
Calls
$183K
Puts
Net Calls
+$183K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$44.3M +$6.47M +437,248 +16%
BlackRock
2
BlackRock
New York
$41.2M +$4.8M +324,497 +12%
AIC
3
AWM Investment Company
New York
$19.2M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.9M -$2.12M -143,523 -11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.4M +$103K +6,958 +0.6%
WCM
6
Woodson Capital Management
Connecticut
$13.6M -$4.44M -300,000 -23%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.6M -$1.05M -70,636 -8%
RA
8
Royce & Associates
New York
$9.08M -$117K -7,900 -1%
WA
9
Wasatch Advisors
Utah
$7.33M -$2.54M -171,367 -24%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$6.66M +$624K +42,128 +9%
State Street
11
State Street
Massachusetts
$5.93M -$150K -10,105 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.59M +$290K +19,613 +5%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.61M -$222K -15,025 -4%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$4.5M -$1.11M -75,209 -19%
Morgan Stanley
15
Morgan Stanley
New York
$4M +$197K +13,288 +5%
N
16
Nuveen
North Carolina
$3.69M +$278K +18,801 +7%
HIM
17
Herald Investment Management
United Kingdom
$3.06M
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.99M +$216K +14,626 +7%
Northern Trust
19
Northern Trust
Illinois
$2.54M -$27.9K -1,883 -1%
Millennium Management
20
Millennium Management
New York
$2.27M +$595K +40,173 +32%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$2.01M +$9.74K +658 +0.4%
PCM
22
Perkins Capital Management
Minnesota
$1.98M -$9.62K -650 -0.4%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.9M -$12.8K -865 -0.6%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.84M +$65.4K +4,415 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.38M -$109K -7,381 -7%

OOMA Hedge Fund Activity: Q4 2022 in Review

100 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2022, worth a combined $253M — up 5.7% from $240M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OOMA positions and 6 closed out — a net gain of 10 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was Trigran Investments, adding an estimated $6.47M. The largest seller was Woodson Capital Management, cutting an estimated $4.44M.

  • 100 institutional investors held Ooma (OOMA) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $253M of Ooma stock for Q4 2022, up 5.7% quarter-over-quarter.
  • 16 funds opened new Ooma positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Ooma buyer in Q4 2022 was Trigran Investments, an estimated $6.47M added.
  • The largest Ooma seller in Q4 2022 was Woodson Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.