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Coherent
COHR

Overview Fund Activity

288 hedge funds and large institutions have $2.81B invested in Coherent in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 92 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-32
Holders Change %
-10%
% of All Funds
5.69%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
58
Increased
102
Reduced
92
Closed
84
Calls
$20.6M
Puts
$29.2M
Net Calls
-$8.55M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$85.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$77M
4
IAM
Iridian Asset Management
Connecticut
+$46.9M
5
Franklin Resources
Franklin Resources
California
+$42.5M

Top Sellers

1
MSA
Mason Street Advisors
Wisconsin
-$179M
2
Goldman Sachs
Goldman Sachs
New York
-$96.3M
3
BlackRock
BlackRock
New York
-$51.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$49.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59K – – –
AssetMark Inc
252
AssetMark Inc
California
$5K – – –
GAM
253
Gemmer Asset Management
California
$5K +$33 +1 +0.7%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$4K +$1.38K +46 +53%
EWM
255
EPG Wealth Management
Georgia
$4K +$4K +120 New
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +125 New
ICM
257
Islay Capital Management
Texas
$4K +$4K +128 New
LPWM
258
Lake Point Wealth Management
Texas
$4K +$4K +130 New
LWM
259
Lenox Wealth Management
Ohio
$4K +$4K +130 New
AWA
260
Arkadios Wealth Advisors
Georgia
$3.76K +$3.76K +100 New
SWM
261
Sugarloaf Wealth Management
Georgia
$3K +$3K +75 New
QCG
262
Quadrant Capital Group
Ohio
$2K -$2.2K -78 -52%
IFAM
263
Institutional & Family Asset Management
Colorado
$2K – – –
HR
264
Howe & Rusling
New York
$2K – – –
TFA
265
Toth Financial Advisory
Virginia
$2K – – –
BFC
266
Bedel Financial Consulting
Indiana
$2K – – –
Kayne Anderson Rudnick Investment Management
267
Kayne Anderson Rudnick Investment Management
California
$2K – – –
HWM
268
HighMark Wealth Management
Minnesota
$2K +$2K +72 New
GI
269
Gradient Investments
Minnesota
$2K +$2K +72 New
VCM
270
Versant Capital Management
Arizona
$1K -$29.8K -1,190 -97%
CFGS
271
Concourse Financial Group Securities
Alabama
$1K -$829 -29 -45%
TWA
272
TCI Wealth Advisors
Arizona
$1K -$543 -19 -35%
MI
273
Markston International
New York
$1K – – –
SF
274
Synovus Financial
Georgia
$1K – – –
CBT
275
Capital Bank & Trust
California
$1K +$50 +1 +5%
9 10
11
12 13