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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 $348M invested in ShoreTel, Inc. in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $365M → $348M (-$16.9M)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

4% less funds holding

Funds holding: 142 → 137 (-5)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
45
Reduced
49
Closed
24
Calls
$577K
Puts
–
Net Calls
+$577K
Net Calls Change
-$1.49M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$7.85M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.25M
3
NC
Nokomis Capital
Texas
+$5.84M
4
ICM
Ionic Capital Management
New York
+$3.08M
5
LAM
Lapides Asset Management
Connecticut
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
-$10.2M
2
LPAM
Legion Partners Asset Management
California
-$5.04M
3
PGC
Pacific Grove Capital
California
-$4.46M
4
VEPM
Vista Equity Partners Management
California
-$2.34M
5
VCA
VIEX Capital Advisors
Florida
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Clearline Capital
New York
$2.84M -$1.29M -210,297 -30%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$2.83M +$257K +41,969 +9%
LAM
28
Lapides Asset Management
Connecticut
$2.83M +$2.99M +488,300 New
FG
29
Formula Growth
Quebec, Canada
$2.82M – – –
HAM
30
Harber Asset Management
North Carolina
$2.76M +$402K +65,548 +16%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.38M -$78.6K -12,816 -3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$2.36M +$254K +41,410 +11%
Two Sigma Investments
33
Two Sigma Investments
New York
$2.35M -$1.18M -192,837 -32%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.22M -$1.96M -318,932 -45%
2L
35
22NW LP
Washington
$2.19M +$568K +92,700 +33%
JGC
36
J. Goldman & Co
New York
$2.18M -$151K -24,611 -6%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.08M -$500K -81,547 -19%
BLA
38
Balter Liquid Alternatives
Massachusetts
$2.04M +$67K +10,931 +3%
CRC
39
Curi RMB Capital
Illinois
$1.93M +$2.04M +332,366 New
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$1.92M -$7.97K -1,300 -0.4%
SAS
41
Sarbit Advisory Services
Manitoba, Canada
$1.74M +$1.84M +300,000 New
UM
42
Ulysses Management
New York
$1.69M -$307K -50,000 -15%
GIM
43
Granahan Investment Management
Massachusetts
$1.66M – – –
USAA
44
United Services Automobile Association
Texas
$1.66M – – –
TA
45
Teachers Advisors
New York
$1.62M +$183K +29,874 +12%
Charles Schwab
46
Charles Schwab
California
$1.5M +$15.9K +2,601 +1%
Ameriprise
47
Ameriprise
Minnesota
$1.44M +$1.52M +248,128 New
OAM
48
Oxford Asset Management
United Kingdom
$1.32M +$1.39M +226,922 New
WCM
49
Wedge Capital Management
North Carolina
$1.21M – – –
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.2M +$25.4K +4,140 +2%
1
2
3 4 5

SHOR Hedge Fund Activity: Q2 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ShoreTel, Inc. (SHOR) for Q2 2017, worth a combined $348M — down 4.6% from $365M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SHOR and 21 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 45 added.

The largest buyer was Capital Research Global Investors, adding an estimated $7.85M. The largest seller was Park West Asset Management, cutting an estimated $10.2M.

  • 137 institutional investors held ShoreTel, Inc. (SHOR) as of Q2 2017, down from 142 in Q1 2017.
  • Funds reported $348M of ShoreTel, Inc. stock for Q2 2017, down 4.6% quarter-over-quarter.
  • 21 funds opened new ShoreTel, Inc. positions in Q2 2017 and 24 closed out, a net change of -3 holders.
  • The largest ShoreTel, Inc. buyer in Q2 2017 was Capital Research Global Investors, an estimated $7.85M added.
  • The largest ShoreTel, Inc. seller in Q2 2017 was Park West Asset Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2017.