ShoreTel, Inc.
SHOR
SHOR was delisted on the 22nd of September, 2017.
142 hedge funds and large institutions have $365M invested in ShoreTel, Inc. in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 27 closing their positions.
2,199% more call options, than puts
Call options by funds: $2.16M | Put options by funds: $94K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 51
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
7% less funds holding
Funds holding: 152 → 142 (-10)
13% less capital invested
Capital invested by funds: $421M → $365M (-$55.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$30M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$21.4M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$15.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.34M |
| 5 |
UM
Ulysses Management
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$9.12M |
| 2 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$5.54M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.5M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$3.37M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$2.82M |
SHOR Hedge Fund Activity: Q1 2017 in Review
142 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in ShoreTel, Inc. (SHOR) for Q1 2017, worth a combined $365M — down 13% from $421M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of SHOR and 25 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 51 added.
The largest buyer was BlackRock, adding an estimated $30M. The largest seller was Penn Capital Management, cutting an estimated $9.12M.
- 142 institutional investors held ShoreTel, Inc. (SHOR) as of Q1 2017, down from 152 in Q4 2016.
- Funds reported $365M of ShoreTel, Inc. stock for Q1 2017, down 13% quarter-over-quarter.
- 25 funds opened new ShoreTel, Inc. positions in Q1 2017 and 27 closed out, a net change of -2 holders.
- The largest ShoreTel, Inc. buyer in Q1 2017 was BlackRock, an estimated $30M added.
- The largest ShoreTel, Inc. seller in Q1 2017 was Penn Capital Management, an estimated $9.12M sold.
Based on aggregated 13F filings for Q1 2017.