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102 hedge funds and large institutions have $249M invested in Ooma in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,975% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $4K

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

5% more funds holding

Funds holding: 97102 (+5)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.85% less ownership

Funds ownership: 75.42%74.56% (-0.85%)

13% less capital invested

Capital invested by funds: $286M → $249M (-$37.1M)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
35
Closed
4
Calls
$1.24M
Puts
$4K
Net Calls
+$1.24M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$47.8M +$911K +64,414 +2%
BlackRock
2
BlackRock
New York
$43.1M +$913K +64,584 +2%
AIC
3
AWM Investment Company
New York
$18.3M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.4M +$76.6K +5,419 +0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15M +$53.6K +3,793 +0.3%
RA
6
Royce & Associates
New York
$11M +$931K +65,847 +8%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.3M +$33.1K +2,337 +0.3%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$8.83M -$15.1K -1,067 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.91M +$162K +11,470 +3%
State Street
10
State Street
Massachusetts
$5.64M +$73.9K +5,225 +1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.95M +$474K +33,519 +10%
WA
12
Wasatch Advisors
Utah
$4.67M -$115K -8,104 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$4.51M +$111K +7,845 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.01M -$1.01M -71,535 -19%
Morgan Stanley
15
Morgan Stanley
New York
$3.7M -$539K -38,135 -12%
HIM
16
Herald Investment Management
United Kingdom
$3.37M +$489K +34,600 +15%
Boston Partners
17
Boston Partners
Massachusetts
$2.71M +$190K +13,450 +7%
Northern Trust
18
Northern Trust
Illinois
$2.65M -$25.9K -1,834 -0.9%
N
19
Nuveen
North Carolina
$2.62M -$397K -28,047 -12%
PCM
20
Perkins Capital Management
Minnesota
$1.89M -$2.83K -200 -0.1%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.78M -$35.7K -2,523 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.77M +$34.2K +2,417 +2%
Goldman Sachs
23
Goldman Sachs
New York
$1.67M +$370K +26,131 +25%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$1.53M -$312K -22,094 -16%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.52M +$20.7K +1,461 +1%

OOMA Hedge Fund Activity: Q3 2023 in Review

102 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2023, worth a combined $249M — down 13% from $286M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OOMA positions and 4 closed out — a net gain of 6 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Royce & Associates, adding an estimated $931K. The largest seller was Millennium Management, cutting an estimated $1.37M.

  • 102 institutional investors held Ooma (OOMA) as of Q3 2023, up from 97 in Q2 2023.
  • Funds reported $249M of Ooma stock for Q3 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Ooma positions in Q3 2023 and 4 closed out, a net change of +6 holders.
  • The largest Ooma buyer in Q3 2023 was Royce & Associates, an estimated $931K added.
  • The largest Ooma seller in Q3 2023 was Millennium Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2023.