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Coherent

267 hedge funds and large institutions have $2.21B invested in Coherent in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 66

74% more call options, than puts

Call options by funds: $35M | Put options by funds: $20.1M

10.48% more ownership

Funds ownership: 239.33%249.81% (+10%)

2% more capital invested

Capital invested by funds: $2.17B → $2.21B (+$40M)

4% less funds holding

Funds holding: 279267 (-12)

14% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 50

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
43
Increased
115
Reduced
66
Closed
50
Calls
$35M
Puts
$20.1M
Net Calls
+$14.9M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
226
Winslow Evans & Crocker
Massachusetts
$38K
DZ Bank
227
DZ Bank
Germany
$37K +$36.5K +1,000 New
SWA
228
Sutton Wealth Advisors
Florida
$36.3K +$9.67K +265 +36%
CFA
229
Carroll Financial Associates
North Carolina
$36K
AG
230
Advisor Group
Arizona
$35K
FIB
231
First Interstate Bank
Montana
$33K +$18.2K +500 +125%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$31K
HNB
233
Huntington National Bank
Ohio
$29K +$29.2K +800 New
NIT
234
NumerixS Investment Technologies
British Columbia, Canada
$23K -$85.8K -2,350 -79%
ASN
235
Advisory Services Network
Georgia
$22K -$41.6K -1,140 -65%
PRC
236
Pearl River Capital
Michigan
$22K +$21.8K +596 New
VCM
237
Versant Capital Management
Arizona
$20K -$26.8K -735 -57%
SPIA
238
Steward Partners Investment Advisory
New York
$20K +$20.1K +550 New
Fidelity Investments
239
Fidelity Investments
Massachusetts
$16K +$12.9K +354 +407%
CCM
240
Covington Capital Management
California
$15K +$14.6K +400 New
APA
241
American Portfolios Advisors
New York
$14.6K
PCG
242
Private Capital Group
Connecticut
$11K +$547 +15 +6%
LJHT
243
Laurie J. Hall Trustee
$7K
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$7K +$7.3K +200 New
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.07K
AssetMark Inc
246
AssetMark Inc
California
$5K
GAM
247
Gemmer Asset Management
California
$5K
LPWM
248
Lake Point Wealth Management
Texas
$5K
PCP
249
Proficio Capital Partners
Massachusetts
$5K +$3.98K +109 +606%
TFO
250
Tarbox Family Office
California
$5K +$5.18K +142 New

COHR Hedge Fund Activity: Q2 2019 in Review

267 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q2 2019, worth a combined $2.21B — up 1.8% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of COHR and 43 opened new positions — a net loss of 7 holders — while 66 trimmed existing stakes and 115 added.

The largest buyer was State of Michigan Retirement System, adding an estimated $29.2M. The largest seller was Principal Financial Group, cutting an estimated $14.5M.

  • 267 institutional investors held Coherent (COHR) as of Q2 2019, down from 279 in Q1 2019.
  • Funds reported $2.21B of Coherent stock for Q2 2019, up 1.8% quarter-over-quarter.
  • 43 funds opened new Coherent positions in Q2 2019 and 50 closed out, a net change of -7 holders.
  • The largest Coherent buyer in Q2 2019 was State of Michigan Retirement System, an estimated $29.2M added.
  • The largest Coherent seller in Q2 2019 was Principal Financial Group, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2019.