Ooma
OOMA
97 hedge funds and large institutions have $286M invested in Ooma in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 17 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 21
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more capital invested
Capital invested by funds: $237M → $286M (+$48.2M)
0% more funds holding
Funds holding: 97 → 97 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
1.05% less ownership
Funds ownership: 76.47% → 75.42% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$3.06M |
| 2 |
BlackRock
New York
|
+$2.69M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$2.67M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.24M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$7.51M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.23M |
| 3 |
Millennium Management
New York
|
-$2.06M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.29M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.02M |
OOMA Hedge Fund Activity: Q2 2023 in Review
97 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2023, worth a combined $286M — up 20% from $237M a quarter earlier.
Fund positioning in OOMA was balanced in Q2 2023: 17 funds opened new positions, 17 closed out, 43 added to existing stakes and 21 trimmed.
The largest buyer was Trigran Investments, adding an estimated $3.06M. The largest seller was Woodson Capital Management, exiting entirely with an estimated $7.51M sold.
- 97 institutional investors held Ooma (OOMA) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $286M of Ooma stock for Q2 2023, up 20% quarter-over-quarter.
- 17 funds opened new Ooma positions in Q2 2023 and 17 closed out, a net change of 0 holders.
- The largest Ooma buyer in Q2 2023 was Trigran Investments, an estimated $3.06M added.
- The largest Ooma seller in Q2 2023 was Woodson Capital Management, an estimated $7.51M sold.
Based on aggregated 13F filings for Q2 2023.