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Coherent
COHR

Overview Fund Activity

279 hedge funds and large institutions have $2.17B invested in Coherent in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
46
Increased
99
Reduced
89
Closed
28
Calls
$29M
Puts
$24.7M
Net Calls
+$4.36M
Net Calls Change
-$3.93M

Top Buyers

1
BlackRock
BlackRock
New York
+$18.2M
2
FA
Friess Associates
Delaware
+$13.8M
3
EAM
Eagle Asset Management
Florida
+$10.7M
4
DCM
Daruma Capital Management
New York
+$10.3M
5
Norges Bank
Norges Bank
Norway
+$10.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$53.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$34.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$13.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.96M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJHT
251
Laurie J. Hall Trustee
$7K – – –
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.18K – – –
WAM
253
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
GAM
254
Gemmer Asset Management
California
$6K – – –
SCM
255
Shelton Capital Management
Colorado
$5.93K +$5.93K +221 New
AssetMark Inc
256
AssetMark Inc
California
$5K -$5.18K -141 -51%
LPWM
257
Lake Point Wealth Management
Texas
$5K +$5K +130 New
TRCT
258
Tower Research Capital (TRC)
New York
$4K -$509 -14 -11%
PFO
259
Pathstone Family Office
New Jersey
$4K – – –
AIM
260
Advantage Investment Management
Iowa
$4K – – –
SWM
261
SeaCrest Wealth Management
New York
$4K – – –
WCM
262
WealthBridge Capital Management
Ohio
$4K – – –
Fidelity Investments
263
Fidelity Investments
Massachusetts
$3K – – –
MNBTD
264
Moody National Bank Trust Division
Texas
$2K -$2.62K -68 -57%
S
265
SignatureFD
Georgia
$2K – – –
QCG
266
Quadrant Capital Group
Ohio
$2K – – –
LFA
267
Legacy Financial Advisors
Kentucky
$2K – – –
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2K +$379 +11 +23%
HGWM
269
Harvest Group Wealth Management
Massachusetts
$2K +$2K +51 New
WF
270
WealthTrust Fairport
Ohio
$1K – – –
TWA
271
TCI Wealth Advisors
Arizona
$1K – – –
PCP
272
Proficio Capital Partners
Massachusetts
$1K +$1K +18 New
FGAM
273
Financial Gravity Asset Management
Texas
$1K +$1K +21 New
CAW
274
Cornerstone Advisors (Washington)
Washington
$1K +$1K +29 New
PCMK
275
Paragon Capital Management (Kansas)
Kansas
$1K +$1K +32 New
9 10
11
12 13