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Coherent

407 hedge funds and large institutions have $6.15B invested in Coherent in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 425.88%425.85% (-0.03%)

5% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 139

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding

Funds holding: 416407 (-9)

19% less capital invested

Capital invested by funds: $7.56B → $6.15B (-$1.41B)

29% less call options, than puts

Call options by funds: $92.8M | Put options by funds: $131M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
407
Holders Change
-9
Holders Change %
-2.16%
% of All Funds
7.12%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
50
Increased
132
Reduced
139
Closed
55
Calls
$92.8M
Puts
$131M
Net Calls
-$37.7M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
276
CreativeOne Wealth
Kansas
$308K +$89.8K +1,375 +36%
BB
277
Busey Bank
Illinois
$303K +$334K +5,110 New
PG
278
Pendal Group
Australia
$301K +$332K +5,078 New
CCG
279
Ceeto Capital Group
Florida
$297K
JMPWA
280
JP Morgan Private Wealth Advisors
California
$292K +$12.8K +196 +4%
KPWS
281
Kestra Private Wealth Services
Texas
$291K -$470K -7,205 -60%
SDWIA
282
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K
MWM
283
Mission Wealth Management
California
$281K
HSBC Holdings
284
HSBC Holdings
United Kingdom
$275K -$2.16M -33,063 -88%
SWA
285
Stratos Wealth Advisors
Ohio
$274K
WMSA
286
Weiss Multi-Strategy Advisers
New York
$268K -$5.7M -87,358 -95%
NPPM
287
North Point Portfolio Managers
Ohio
$267K
BAM
288
Blueshift Asset Management
New Jersey
$266K +$292K +4,480 New
WA
289
WealthTrust Axiom
Pennsylvania
$265K +$3.92K +60 +1%
LSV Asset Management
290
LSV Asset Management
Illinois
$261K +$287K +4,400 New
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$257K +$29.2K +448 +12%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$255K
V
293
Veritable
Delaware
$250K +$15.3K +234 +6%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$247K -$5.29K -81 -2%
RSWM
295
Robertson Stephens Wealth Management
California
$247K
VAS
296
Vestmark Advisory Solutions
Massachusetts
$246K -$76.2K -1,167 -22%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$246K +$271K +4,148 New
US Bancorp
298
US Bancorp
Minnesota
$245K -$123K -1,879 -31%
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$236K +$257K +3,932 New
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$231K

COHR Hedge Fund Activity: Q3 2021 in Review

407 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q3 2021, worth a combined $6.15B — down 19% from $7.56B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of COHR and 50 opened new positions — a net loss of 5 holders — while 139 trimmed existing stakes and 132 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $44.1M. The largest seller was AllianceBernstein, cutting an estimated $98M.

  • 407 institutional investors held Coherent (COHR) as of Q3 2021, down from 416 in Q2 2021.
  • Funds reported $6.15B of Coherent stock for Q3 2021, down 19% quarter-over-quarter.
  • 50 funds opened new Coherent positions in Q3 2021 and 55 closed out, a net change of -5 holders.
  • The largest Coherent buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $44.1M added.
  • The largest Coherent seller in Q3 2021 was AllianceBernstein, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2021.