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104 hedge funds and large institutions have $193M invested in Ooma in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $165M → $193M (+$27.5M)

8% more funds holding

Funds holding: 96104 (+8)

1.57% less ownership

Funds ownership: 75%73.44% (-1.6%)

97% less call options, than puts

Call options by funds: $16K | Put options by funds: $602K

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
47
Reduced
22
Closed
18
Calls
$16K
Puts
$602K
Net Calls
-$586K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Trigran Investments
Illinois
$40.8M +$210K +26,386 +0.6%
BlackRock
2
BlackRock
New York
$38.4M +$2.34M +294,645 +8%
AIC
3
AWM Investment Company
New York
$12.8M -$942K -118,480 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.3M -$204K -25,613 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$8.39M +$263K +33,100 +4%
Boston Partners
6
Boston Partners
Massachusetts
$6.66M +$1.65M +208,163 +45%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.16M +$1.51M +189,922 +44%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$5.47M -$230K -28,981 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.38M +$299K +37,566 +7%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$5.31M +$1.22M +154,117 +40%
State Street
11
State Street
Massachusetts
$4.59M +$108K +13,640 +3%
Morgan Stanley
12
Morgan Stanley
New York
$4.14M +$854K +107,486 +35%
RA
13
Royce & Associates
New York
$3.94M -$2.89M -363,148 -48%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.93M -$541K -68,017 -19%
HIM
15
Herald Investment Management
United Kingdom
$2.56M
N
16
Nuveen
North Carolina
$2.15M +$222K +27,950 +15%
Northern Trust
17
Northern Trust
Illinois
$2.07M +$23.8K +2,992 +1%
Goldman Sachs
18
Goldman Sachs
New York
$1.97M +$775K +97,501 +97%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$1.92M +$605K +76,161 +65%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.77M +$416K +52,291 +41%
Citadel Advisors
21
Citadel Advisors
Florida
$1.58M +$978K +123,017 +341%
PCM
22
Perkins Capital Management
Minnesota
$1.54M -$13.9K -1,750 -1%
Bank of America
23
Bank of America
North Carolina
$1.42M +$227K +28,517 +25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.27M -$137K -17,284 -12%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$959K +$145K +18,207 +23%

OOMA Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2024, worth a combined $193M — up 17% from $165M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 18 closed out — a net gain of 8 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $2.34M. The largest seller was Wellington Management Group, cutting an estimated $7.42M.

  • 104 institutional investors held Ooma (OOMA) as of Q2 2024, up from 96 in Q1 2024.
  • Funds reported $193M of Ooma stock for Q2 2024, up 17% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2024 and 18 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q2 2024 was BlackRock, an estimated $2.34M added.
  • The largest Ooma seller in Q2 2024 was Wellington Management Group, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2024.