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SHOR

ShoreTel, Inc.
SHOR

Delisted

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

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137 hedge funds and large institutions have $355M invested in ShoreTel, Inc. in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

5% more capital invested

Capital invested by funds: $338M → $355M (+$17.7M)

2% more funds holding

Funds holding: 134 → 137 (+3)

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
22
Increased
51
Reduced
45
Closed
19
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$9.46M
2
CM
Castleark Management
Illinois
+$7.03M
3
RC
RGM Capital
Florida
+$4.89M
4
BA
BlackRock Advisors
Delaware
+$3.37M
5
CC
Crosslink Capital
California
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$11.4M
2
SFM
Systematic Financial Management
New Jersey
-$5.28M
3
DM
Diker Management
New York
-$3.72M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$3.01M
5
WRF
Waddell & Reed Financial
Kansas
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$3.69M -$22K -3,400 -0.6%
RFC
27
Russell Frank Company
Washington
$3.63M +$675K +104,343 +24%
BAAM
28
Baker Avenue Asset Management
California
$3.61M +$59.1K +9,134 +2%
SST
29
S Squared Technology
New York
$3.4M – – –
CC
30
Crosslink Capital
California
$3.39M +$3.13M +484,160 +1,909%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$3.1M -$1.89M -292,195 -39%
SI
32
Stephens Inc
Arkansas
$3.03M -$121K -18,671 -4%
GMCM
33
Gruber & McBaine Capital Management
California
$2.97M +$137K +21,162 +5%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$2.77M – – –
TCIM
35
TIAA CREF Investment Management
New York
$2.68M +$52.7K +8,148 +2%
PAWC
36
P.A.W. Capital
Connecticut
$2.66M – – –
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$2.42M – – –
Millennium Management
38
Millennium Management
New York
$2.35M +$866K +133,905 +61%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$2.19M +$15.8K +2,450 +0.7%
KCM
40
Kennedy Capital Management
Missouri
$2.1M +$1.46M +225,918 +251%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$2.05M -$539K -83,300 -21%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.91M +$928K +143,600 +100%
USAA
43
United Services Automobile Association
Texas
$1.82M – – –
PAM
44
Panagora Asset Management
Massachusetts
$1.74M – – –
BCM
45
Brightfield Capital Management
New York
$1.72M +$1.67M +258,520 New
PM
46
Penbrook Management
New York
$1.56M -$3.88K -600 -0.3%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.54M +$413K +63,801 +38%
SC
48
Sophrosyne Capital
New York
$1.49M +$6.47K +1,000 +0.4%
RCAMU
49
Rothschild & Co Asset Management US
Connecticut
$1.49M +$31.9K +4,930 +2%
WA
50
Wasatch Advisors
Utah
$1.46M -$647K -100,000 -31%
1
2
3 4 5

SHOR Hedge Fund Activity: Q3 2014 in Review

137 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ShoreTel, Inc. (SHOR) for Q3 2014, worth a combined $355M — up 5.2% from $338M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SHOR positions and 19 closed out — a net gain of 3 holders — while 51 added to existing stakes and 45 trimmed.

The largest buyer was Credit Suisse, adding an estimated $9.46M. The largest seller was Wellington Management Group, exiting entirely with an estimated $11.4M sold.

  • 137 institutional investors held ShoreTel, Inc. (SHOR) as of Q3 2014, up from 134 in Q2 2014.
  • Funds reported $355M of ShoreTel, Inc. stock for Q3 2014, up 5.2% quarter-over-quarter.
  • 22 funds opened new ShoreTel, Inc. positions in Q3 2014 and 19 closed out, a net change of +3 holders.
  • The largest ShoreTel, Inc. buyer in Q3 2014 was Credit Suisse, an estimated $9.46M added.
  • The largest ShoreTel, Inc. seller in Q3 2014 was Wellington Management Group, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2014.