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SHOR

ShoreTel, Inc.
SHOR

Delisted

SHOR was delisted on the 22nd of September, 2017.

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108 hedge funds and large institutions have $252M invested in ShoreTel, Inc. in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

66% more capital invested

Capital invested by funds: $152M → $252M (+$99.7M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more funds holding

Funds holding: 82 → 108 (+26)

Holders
108
Holders Change
+26
Holders Change %
+31.71%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
34
Increased
47
Reduced
17
Closed
8
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$7.96M
2
RCMC
RK Capital Management (Colorado)
Colorado
+$5.94M
3
WSA
Wall Street Associates
California
+$3.77M
4
TAM
THB Asset Management
Connecticut
+$3.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
LBH
Lehman Brothers Holdings
New York
-$19.3M
2
PCM
Penn Capital Management
Pennsylvania
-$8.63M
3
Franklin Resources
Franklin Resources
California
-$2.08M
4
JGC
J. Goldman & Co
New York
-$1.67M
5
RFC
Russell Frank Company
Washington
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GMCM
26
Gruber & McBaine Capital Management
California
$2.27M +$1.41M +296,210 +371%
AG
27
Algert Global
California
$2.25M +$1.46M +306,704 +462%
SST
28
S Squared Technology
New York
$2.17M +$514K +108,000 +43%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$2.08M +$290K +60,900 +21%
TCIM
30
TIAA CREF Investment Management
New York
$1.91M +$52.4K +11,008 +4%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$1.91M -$249K -52,374 -14%
PCP
32
Perimeter Capital Partners
Georgia
$1.89M +$1.49M +313,027 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.82M +$10.7K +2,239 +0.7%
USAA
34
United Services Automobile Association
Texas
$1.73M – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.67M +$586K +123,100 +80%
Millennium Management
36
Millennium Management
New York
$1.63M +$980K +205,890 +324%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$1.56M +$153K +32,198 +14%
RIM
38
RS Investment Management
California
$1.41M +$1.11M +233,400 New
EI
39
EAM Investors
California
$1.31M +$1.03M +216,279 New
Two Sigma Investments
40
Two Sigma Investments
New York
$1.22M +$964K +202,619 New
BIM
41
BlackRock Investment Management
Delaware
$1.21M +$36.2K +7,607 +4%
Deutsche Bank
42
Deutsche Bank
Germany
$1.15M +$541K +113,666 +149%
BCM
43
Bridgeway Capital Management
Texas
$1.06M – – –
OAM
44
Oxford Asset Management
United Kingdom
$1.04M +$817K +171,609 New
Jane Street
45
Jane Street
New York
$819K +$645K +135,593 New
Ameriprise
46
Ameriprise
Minnesota
$799K +$611K +128,370 +3,339%
CS
47
Credit Suisse
Switzerland
$790K +$178K +37,305 +40%
Charles Schwab
48
Charles Schwab
California
$738K +$1.19K +249 +0.2%
SIM
49
SSI Investment Management
California
$730K +$575K +120,825 New
KCM
50
Kennedy Capital Management
Missouri
$664K +$523K +110,000 New
1
2
3 4 5

SHOR Hedge Fund Activity: Q3 2013 in Review

108 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ShoreTel, Inc. (SHOR) for Q3 2013, worth a combined $252M — up 66% from $152M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SHOR positions and 8 closed out — a net gain of 26 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $7.96M. The largest seller was Lehman Brothers Holdings, cutting an estimated $19.3M.

  • 108 institutional investors held ShoreTel, Inc. (SHOR) as of Q3 2013, up from 82 in Q2 2013.
  • Funds reported $252M of ShoreTel, Inc. stock for Q3 2013, up 66% quarter-over-quarter.
  • 34 funds opened new ShoreTel, Inc. positions in Q3 2013 and 8 closed out, a net change of +26 holders.
  • The largest ShoreTel, Inc. buyer in Q3 2013 was Park West Asset Management, an estimated $7.96M added.
  • The largest ShoreTel, Inc. seller in Q3 2013 was Lehman Brothers Holdings, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2013.