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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
FMT
101
First Mercantile Trust
Tennessee
$33K +$26.3K +5,525 New
U
102
UBS
Switzerland
$18K -$9.52K -2,000 -40%
Invesco
103
Invesco
Georgia
$17K – – –
BlackRock
104
BlackRock
New York
$11K – – –
Wells Fargo
105
Wells Fargo
California
$6K +$3.71K +780 +355%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$3K – – –
ST
107
Smithfield Trust
Pennsylvania
$2K – – –
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312 -$8.3K -1,745 -3%
JGC
109
J. Goldman & Co
New York
– -$1.67M -415,000 Closed
SBCM
110
Silver Bridge Capital Management
Massachusetts
– -$234K -58,128 Closed
BMCMI
111
Bryn Mawr Capital Management Inc
Pennsylvania
– -$185K -45,826 Closed
SIP
112
Stoneridge Investment Partners
Pennsylvania
– -$175K -43,364 Closed
FA
113
Friess Associates
Delaware
– -$107K -26,600 Closed
DTL
114
Dynamic Technology Lab
Singapore
– -$88K -21,895 Closed
William Blair & Company
115
William Blair & Company
Illinois
– -$82K -20,440 Closed
CCM
116
Coe Capital Management
Illinois
– -$48K -12,150 Closed
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.