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116 hedge funds and large institutions have $218M invested in Ooma in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

13% more capital invested

Capital invested by funds: $193M → $218M (+$25.4M)

12% more funds holding

Funds holding: 104116 (+12)

2% less ownership

Funds ownership: 73.44%71.44% (-2%)

60% less call options, than puts

Call options by funds: $106K | Put options by funds: $263K

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
42
Reduced
26
Closed
14
Calls
$106K
Puts
$263K
Net Calls
-$157K
Net Calls Change
+$429K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.4M +$360K +36,424 +0.9%
TI
2
Trigran Investments
Illinois
$43.6M -$2.84M -286,839 -7%
AIC
3
AWM Investment Company
New York
$14.6M -$68.1K -6,888 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.4M +$265K +26,771 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.37M -$220K -22,300 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.8M -$236K -23,884 -4%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$6.75M +$573K +57,997 +11%
Boston Partners
8
Boston Partners
Massachusetts
$6.63M -$883K -89,318 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.23M +$46.3K +4,683 +0.9%
State Street
10
State Street
Massachusetts
$5.42M +$131K +13,240 +3%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$5.11M -$1M -101,441 -18%
Morgan Stanley
12
Morgan Stanley
New York
$4.27M -$422K -42,677 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.5M +$123K +12,446 +4%
N
14
Nuveen
North Carolina
$3.17M +$609K +61,590 +28%
HIM
15
Herald Investment Management
United Kingdom
$2.96M
Goldman Sachs
16
Goldman Sachs
New York
$2.51M +$222K +22,503 +11%
Northern Trust
17
Northern Trust
Illinois
$2.33M -$44.3K -4,477 -2%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$2.05M +$13.5K +1,364 +0.8%
Millennium Management
19
Millennium Management
New York
$2.03M +$1.16M +116,895 +190%
PCM
20
Perkins Capital Management
Minnesota
$1.91M +$131K +13,300 +9%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$1.88M -$287K -28,997 -15%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M +$659K +66,678 +69%
Ameriprise
23
Ameriprise
Minnesota
$1.79M +$901K +91,097 +137%
Bank of America
24
Bank of America
North Carolina
$1.61M -$16.6K -1,683 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$1.17M -$556K -56,281 -35%

OOMA Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2024, worth a combined $218M — up 13% from $193M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OOMA positions and 14 closed out — a net gain of 13 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.16M. The largest seller was Royce & Associates, exiting entirely with an estimated $3.94M sold.

  • 116 institutional investors held Ooma (OOMA) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $218M of Ooma stock for Q3 2024, up 13% quarter-over-quarter.
  • 27 funds opened new Ooma positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Ooma buyer in Q3 2024 was Millennium Management, an estimated $1.16M added.
  • The largest Ooma seller in Q3 2024 was Royce & Associates, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2024.