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123 hedge funds and large institutions have $274M invested in Ooma in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $65K | Put options by funds: $8K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

26% more capital invested

Capital invested by funds: $218M → $274M (+$55.7M)

6% more funds holding

Funds holding: 116123 (+7)

0.68% more ownership

Funds ownership: 71.44%72.12% (+0.68%)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
51
Reduced
32
Closed
11
Calls
$65K
Puts
$8K
Net Calls
+$57K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.7M -$1.09M -81,864 -2%
TI
2
Trigran Investments
Illinois
$49M -$4.49M -337,002 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.8M +$950K +71,247 +6%
AIC
4
AWM Investment Company
New York
$18.1M
Renaissance Technologies
5
Renaissance Technologies
New York
$11.6M +$42.7K +3,200 +0.4%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$9.49M +$1.09M +81,934 +14%
JP Morgan Chase
7
JP Morgan Chase
New York
$8.23M -$154K -11,582 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.79M +$103K +7,693 +1%
State Street
9
State Street
Massachusetts
$6.9M +$197K +14,762 +3%
Boston Partners
10
Boston Partners
Massachusetts
$5.38M -$2.66M -199,345 -34%
Morgan Stanley
11
Morgan Stanley
New York
$5.01M -$239K -17,912 -5%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$4.58M -$1.65M -123,363 -27%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$4.01M -$293K -21,998 -7%
N
14
Nuveen
North Carolina
$3.72M -$175K -13,160 -5%
HIM
15
Herald Investment Management
United Kingdom
$3.65M
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$3.56M +$2.5M +187,245 +285%
Goldman Sachs
17
Goldman Sachs
New York
$3.34M +$225K +16,841 +8%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.22M +$880K +66,009 +40%
Northern Trust
19
Northern Trust
Illinois
$3.03M +$148K +11,107 +5%
PCM
20
Perkins Capital Management
Minnesota
$2.68M +$297K +22,309 +13%
Millennium Management
21
Millennium Management
New York
$2.45M -$56.4K -4,227 -2%
Ameriprise
22
Ameriprise
Minnesota
$2.34M +$116K +8,702 +6%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$2.26M -$54K -4,048 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$2.19M +$706K +52,929 +51%
Marshall Wace
25
Marshall Wace
United Kingdom
$2.06M +$1.28M +95,765 +188%

OOMA Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2024, worth a combined $274M — up 26% from $218M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OOMA positions and 11 closed out — a net gain of 8 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.5M. The largest seller was Trigran Investments, cutting an estimated $4.49M.

  • 123 institutional investors held Ooma (OOMA) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $274M of Ooma stock for Q4 2024, up 26% quarter-over-quarter.
  • 19 funds opened new Ooma positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q4 2024 was Arrowstreet Capital, an estimated $2.5M added.
  • The largest Ooma seller in Q4 2024 was Trigran Investments, an estimated $4.49M sold.

Based on aggregated 13F filings for Q4 2024.