ShoreTel, Inc.
SHOR
SHOR was delisted on the 22nd of September, 2017.
151 hedge funds and large institutions have $534M invested in ShoreTel, Inc. in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
41% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 44
23% more capital invested
Capital invested by funds: $433M → $534M (+$100M)
9% more funds holding
Funds holding: 138 → 151 (+13)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
80% less call options, than puts
Call options by funds: $92K | Put options by funds: $454K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$20M |
| 2 |
Renaissance Technologies
New York
|
+$11.3M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.16M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$6.09M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$13M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$10.2M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$5.74M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$5.26M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.57M |
SHOR Hedge Fund Activity: Q4 2015 in Review
151 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ShoreTel, Inc. (SHOR) for Q4 2015, worth a combined $534M — up 23% from $433M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SHOR positions and 15 closed out — a net gain of 14 holders — while 62 added to existing stakes and 44 trimmed.
The largest buyer was Numeric Investors, adding an estimated $20M. The largest seller was Credit Suisse, cutting an estimated $13M.
- 151 institutional investors held ShoreTel, Inc. (SHOR) as of Q4 2015, up from 138 in Q3 2015.
- Funds reported $534M of ShoreTel, Inc. stock for Q4 2015, up 23% quarter-over-quarter.
- 29 funds opened new ShoreTel, Inc. positions in Q4 2015 and 15 closed out, a net change of +14 holders.
- The largest ShoreTel, Inc. buyer in Q4 2015 was Numeric Investors, an estimated $20M added.
- The largest ShoreTel, Inc. seller in Q4 2015 was Credit Suisse, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2015.