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Ooma
OOMA

101 hedge funds and large institutions have $210M invested in Ooma in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

1.18% more ownership

Funds ownership: 74.56% → 75.74% (+1.2%)

1% less funds holding

Funds holding: 102 → 101 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

16% less capital invested

Capital invested by funds: $249M → $210M (-$38.8M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
38
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$4.14M
2
Morgan Stanley
Morgan Stanley
New York
+$3.93M
3
BlackRock
BlackRock
New York
+$1.22M
4
Renaissance Technologies
Renaissance Technologies
New York
+$770K
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$687K

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$4.67M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.92M
3
Boston Partners
Boston Partners
Massachusetts
-$1.27M
4
GCP
GSA Capital Partners
United Kingdom
-$425K
5
PAM
Panagora Asset Management
Massachusetts
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Trigran Investments
Illinois
$43.3M +$4.14M +364,908 +10%
BlackRock
2
BlackRock
New York
$36.7M +$1.22M +107,081 +3%
AIC
3
AWM Investment Company
New York
$15.1M – – –
Wellington Management Group
4
Wellington Management Group
Massachusetts
$13.4M +$687K +60,500 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.9M +$519K +45,648 +4%
RA
6
Royce & Associates
New York
$9.46M +$400K +35,208 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.23M +$770K +67,800 +9%
Morgan Stanley
8
Morgan Stanley
New York
$6.76M +$3.93M +345,678 +122%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.18M +$316K +27,857 +6%
State Street
10
State Street
Massachusetts
$4.78M +$129K +11,339 +3%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$4.53M -$2.92M -256,732 -38%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4.25M +$169K +14,918 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.92M +$214K +18,883 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.57M +$276K +24,291 +8%
HIM
15
Herald Investment Management
United Kingdom
$2.79M – – –
Northern Trust
16
Northern Trust
Illinois
$2.28M +$97.7K +8,604 +4%
N
17
Nuveen
North Carolina
$2.12M -$43.2K -3,800 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.58M +$339K +29,886 +26%
PCM
19
Perkins Capital Management
Minnesota
$1.56M -$1.7K -150 -0.1%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.35M -$116K -10,214 -7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.35M -$121K -10,624 -8%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$1.26M – – –
Goldman Sachs
23
Goldman Sachs
New York
$1.13M -$266K -23,376 -18%
Charles Schwab
24
Charles Schwab
California
$1.06M +$25.3K +2,229 +2%
Boston Partners
25
Boston Partners
Massachusetts
$1.03M -$1.27M -112,168 -54%
1
2 3 4 5

OOMA Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2023, worth a combined $210M — down 16% from $249M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 11 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 38 added.

The largest buyer was Trigran Investments, adding an estimated $4.14M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $4.67M sold.

  • 101 institutional investors held Ooma (OOMA) as of Q4 2023, down from 102 in Q3 2023.
  • Funds reported $210M of Ooma stock for Q4 2023, down 16% quarter-over-quarter.
  • 11 funds opened new Ooma positions in Q4 2023 and 12 closed out, a net change of -1 holder.
  • The largest Ooma buyer in Q4 2023 was Trigran Investments, an estimated $4.14M added.
  • The largest Ooma seller in Q4 2023 was Wasatch Advisors, an estimated $4.67M sold.

Based on aggregated 13F filings for Q4 2023.