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Coherent
COHR

Overview Fund Activity

406 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
Holders
406
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
7.13%
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

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$40.1M
2
FCM
Frontier Capital Management
Massachusetts
+$36.5M
3
American Century Companies
American Century Companies
Missouri
+$34.5M
4
SCM
Snyder Capital Management
California
+$29.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$26.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$89.1M
2
BlackRock
BlackRock
New York
-$48.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.8M
4
MWA
Marshall Wace Asia
Hong Kong
-$32.7M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
276
Busey Bank
Illinois
$303K +$303K +5,110 New
PG
277
Pendal Group
Australia
$301K +$301K +5,078 New
CCG
278
Ceeto Capital Group
Florida
$297K – – –
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$292K +$11.6K +196 +4%
KPWS
280
Kestra Private Wealth Services
Texas
$291K -$428K -7,205 -60%
SDWIA
281
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K – – –
MWM
282
Mission Wealth Management
California
$281K – – –
HSBC Holdings
283
HSBC Holdings
United Kingdom
$275K -$1.98M -33,063 -88%
SWA
284
Stratos Wealth Advisors
Ohio
$274K – – –
WMSA
285
Weiss Multi-Strategy Advisers
New York
$268K -$5.19M -87,358 -95%
NPPM
286
North Point Portfolio Managers
Ohio
$267K – – –
BAM
287
Blueshift Asset Management
New Jersey
$266K +$266K +4,480 New
WA
288
WealthTrust Axiom
Pennsylvania
$265K +$3.56K +60 +1%
LSV Asset Management
289
LSV Asset Management
Illinois
$261K +$261K +4,400 New
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$257K +$26.6K +448 +12%
RCAG
291
Rehmann Capital Advisory Group
Michigan
$255K – – –
V
292
Veritable
Delaware
$250K +$13.9K +234 +6%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$247K -$4.81K -81 -2%
RSWM
294
Robertson Stephens Wealth Management
California
$247K – – –
VAS
295
Vestmark Advisory Solutions
Massachusetts
$246K -$69.2K -1,167 -22%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$246K +$246K +4,148 New
US Bancorp
297
US Bancorp
Minnesota
$245K -$112K -1,879 -31%
BBVA
298
Banco Bilbao Vizcaya Argentaria
Spain
$236K +$236K +3,932 New
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$231K – – –
OCM
300
Orion Capital Management
California
$230K -$5.93K -100 -3%
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