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SHOR

ShoreTel, Inc.
SHOR

Delisted

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

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143 hedge funds and large institutions have $443M invested in ShoreTel, Inc. in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more call options, than puts

Call options by funds: $55K | Put options by funds: $5K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

7% more funds holding

Funds holding: 134 → 143 (+9)

2% more capital invested

Capital invested by funds: $434M → $443M (+$9.26M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
143
Holders Change
+9
Holders Change %
+6.72%
% of All Funds
4.13%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
23
Increased
57
Reduced
49
Closed
13
Calls
$55K
Puts
$5K
Net Calls
+$50K
Net Calls Change
+$53K

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$10.4M
2
CAM
Cortina Asset Management
Wisconsin
+$5.88M
3
NC
Northpointe Capital
Michigan
+$5.13M
4
PCM
Portolan Capital Management
Massachusetts
+$4.1M
5
SI
Stephens Inc
Arkansas
+$3.81M

Top Sellers

Rank Fund Capital Flow
1
PC
Pier Capital
Connecticut
-$8.14M
2
TC
TFS Capital
Pennsylvania
-$7.23M
3
Millennium Management
Millennium Management
New York
-$2.41M
4
AAP
Ardsley Advisory Partners
Connecticut
-$2.18M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Penn Capital Management
Pennsylvania
$5.08M +$29.6K +3,436 +0.6%
BCM
27
Bridgeway Capital Management
Texas
$4.26M – – –
PM
28
Penbrook Management
New York
$4.26M +$2.06M +238,450 +100%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.22M +$77.5K +8,983 +2%
Prudential Financial
30
Prudential Financial
New Jersey
$4.17M +$2.27M +263,200 +119%
NIP
31
Nicholas Investment Partners
California
$4.13M +$618K +71,625 +18%
PCM
32
Portolan Capital Management
Massachusetts
$4.09M +$4.1M +475,924 New
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$4.07M -$479K -55,500 -10%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$3.97M +$1.34M +155,150 +51%
SI
35
Stephens Inc
Arkansas
$3.8M +$3.81M +442,264 New
BIM
36
Bogle Investment Management
Massachusetts
$3.61M -$141K -16,390 -4%
DCM
37
Driehaus Capital Management
Illinois
$3.58M -$902K -104,606 -20%
SST
38
S Squared Technology
New York
$3.53M +$854K +99,000 +32%
WA
39
Wasatch Advisors
Utah
$3.48M – – –
GMCM
40
Gruber & McBaine Capital Management
California
$3.23M +$216K +25,000 +7%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$3.13M +$413K +47,873 +15%
RCAMU
42
Rothschild & Co Asset Management US
Connecticut
$3.12M +$3.13M +362,482 New
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.93M +$2.2M +254,900 +297%
TCIM
44
TIAA CREF Investment Management
New York
$2.93M +$244K +28,346 +9%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$2.78M +$282K +32,658 +11%
RIM
46
RS Investment Management
California
$2.73M +$725K +84,100 +36%
Renaissance Technologies
47
Renaissance Technologies
New York
$2.64M -$1.61M -187,000 -38%
BAAM
48
Baker Avenue Asset Management
California
$2.6M +$2.16M +250,536 +479%
EI
49
EAM Investors
California
$2.49M -$409K -47,436 -14%
USAA
50
United Services Automobile Association
Texas
$2.44M – – –
1
2
3 4 5

SHOR Hedge Fund Activity: Q1 2014 in Review

143 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in ShoreTel, Inc. (SHOR) for Q1 2014, worth a combined $443M — up 2.1% from $434M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHOR positions and 13 closed out — a net gain of 10 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $10.4M. The largest seller was Pier Capital, exiting entirely with an estimated $8.14M sold.

  • 143 institutional investors held ShoreTel, Inc. (SHOR) as of Q1 2014, up from 134 in Q4 2013.
  • Funds reported $443M of ShoreTel, Inc. stock for Q1 2014, up 2.1% quarter-over-quarter.
  • 23 funds opened new ShoreTel, Inc. positions in Q1 2014 and 13 closed out, a net change of +10 holders.
  • The largest ShoreTel, Inc. buyer in Q1 2014 was Park West Asset Management, an estimated $10.4M added.
  • The largest ShoreTel, Inc. seller in Q1 2014 was Pier Capital, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2014.