COHR icon

Coherent
COHR

Overview Fund Activity

267 hedge funds and large institutions have $2.62B invested in Coherent in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-21
Holders Change %
-7.29%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
29
Increased
90
Reduced
84
Closed
47
Calls
$25.3M
Puts
$28.1M
Net Calls
-$2.81M
Net Calls Change
+$5.74M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$192M
2
Franklin Resources
Franklin Resources
California
+$38.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.1M
4
WRF
Waddell & Reed Financial
Kansas
+$27.7M
5
RS
Robeco Schweiz
Switzerland
+$23.1M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$54.3M
2
IAM
Iridian Asset Management
Connecticut
-$15.2M
3
Goldman Sachs
Goldman Sachs
New York
-$12.5M
4
BlackRock
BlackRock
New York
-$9.95M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$6K +$4.12K +156 +220%
CB
227
Community Bank
New York
$6K +$6K +200 New
NFG
228
Next Financial Group
Texas
$5K – – –
HDIM
229
Hanson & Doremus Investment Management
Vermont
$5K +$5K +169 New
PFO
230
Pathstone Family Office
New Jersey
$5K +$5K +178 New
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.73K – – –
GWM
232
Geneos Wealth Management
Colorado
$4K -$9.87K -375 -71%
AssetMark Inc
233
AssetMark Inc
California
$4K – – –
GAM
234
Gemmer Asset Management
California
$4K – – –
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
LPWM
236
Lake Point Wealth Management
Texas
$4K – – –
OFG
237
OmniStar Financial Group
North Carolina
$4K +$4K +125 New
EWM
238
EPG Wealth Management
Georgia
$3K – – –
LWM
239
Lenox Wealth Management
Ohio
$3K – – –
PC
240
Permanens Capital
New York
$3K +$3K +100 New
EIP
241
Ellis Investment Partners
Pennsylvania
$3K +$3K +150 New
AWA
242
Arkadios Wealth Advisors
Georgia
$2.85K – – –
WEC
243
Winslow Evans & Crocker
Massachusetts
$2K -$58.8K -1,000 -97%
HR
244
Howe & Rusling
New York
$2K -$133 -4 -6%
GI
245
Gradient Investments
Minnesota
$2K – – –
HWM
246
HighMark Wealth Management
Minnesota
$2K – – –
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$2K – – –
SWM
248
Sugarloaf Wealth Management
Georgia
$2K – – –
BFC
249
Bedel Financial Consulting
Indiana
$2K – – –
PGAM
250
Princeton Global Asset Management
New Jersey
$2K – – –
8 9
10
11 12