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Coherent
COHR

Overview Fund Activity

415 hedge funds and large institutions have $7.56B invested in Coherent in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 142 increasing their positions, 118 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-20
Holders Change %
-4.6%
% of All Funds
7.25%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
142
Reduced
118
Closed
84
Calls
$145M
Puts
$137M
Net Calls
+$7.95M
Net Calls Change
-$16.5M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$210M
2
Macquarie Group
Macquarie Group
Australia
+$197M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
4
American Century Companies
American Century Companies
Missouri
+$106M
5
Morgan Stanley
Morgan Stanley
New York
+$82M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$337M
2
BlackRock
BlackRock
New York
-$49.5M
3
Norges Bank
Norges Bank
Norway
-$38.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$24.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
WealthTrust Axiom
Pennsylvania
$320K +$3.63K +50 +1%
UCFA
277
United Capital Financial Advisors
Texas
$316K +$77.3K +1,063 +32%
RCAG
278
Rehmann Capital Advisory Group
Michigan
$312K +$21.7K +299 +7%
PFS
279
Prospera Financial Services
Texas
$311K +$311K +4,281 New
Creative Planning
280
Creative Planning
Kansas
$308K -$77.2K -1,065 -20%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$308K -$11.8K -163 -4%
FSA
282
Fort Sheridan Advisors
Illinois
$304K +$304K +4,193 New
RSWM
283
Robertson Stephens Wealth Management
California
$302K -$4.64K -64 -2%
V
284
Veritable
Delaware
$289K – – –
OCM
285
Orion Capital Management
California
$289K +$274K +3,780 +1,890%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$283K -$163K -2,238 -36%
IMRF
287
Illinois Municipal Retirement Fund
Illinois
$283K – – –
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$281K – – –
NFSG
289
Newbridge Financial Services Group
Florida
$279K +$64.5K +890 +30%
CW
290
CreativeOne Wealth
Kansas
$277K -$35.4K -488 -11%
SIP
291
Stoneridge Investment Partners
Pennsylvania
$275K – – –
DT
292
Diversified Trust
Tennessee
$273K +$38.4K +529 +16%
RHJA
293
Rice Hall James & Associates
California
$270K – – –
WAM
294
World Asset Management
Michigan
$266K -$9.43K -130 -3%
TYCC
295
Texas Yale Capital Corp
Florida
$263K – – –
SPC
296
Sigma Planning Corp
Michigan
$261K +$261K +3,602 New
FHC
297
First Heartland Consultants
Missouri
$257K +$257K +3,537 New
Mackenzie Financial
298
Mackenzie Financial
Ontario, Canada
$256K +$256K +3,522 New
VPIM
299
Vanguard Personalized Indexing Management
California
$251K +$251K +3,464 New
SSG
300
Summit Securities Group
New York
$240K +$240K +3,300 New
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