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Coherent
COHR

Overview Fund Activity

409 hedge funds and large institutions have $6.4B invested in Coherent in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 156 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-17
Holders Change %
-3.99%
% of All Funds
6.45%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.27%
New
62
Increased
117
Reduced
156
Closed
79
Calls
$350M
Puts
$169M
Net Calls
+$181M
Net Calls Change
+$221M

Top Buyers

1
TC
Tairen Capital
Hong Kong
+$170M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$102M
4
Morgan Stanley
Morgan Stanley
New York
+$60.2M
5
Select Equity Group
Select Equity Group
New York
+$48M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$167M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$116M
3
American Century Companies
American Century Companies
Missouri
-$77.3M
4
Macquarie Group
Macquarie Group
Australia
-$55M
5
Citadel Advisors
Citadel Advisors
Florida
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
276
Ergoteles
New York
$320K +$320K +6,279 New
CAM
277
Connacht Asset Management
New York
$318K -$149K -2,914 -32%
CIM
278
CIM Investment Management
Pennsylvania
$316K -$158K -3,100 -33%
AT
279
American Trust
Kentucky
$307K +$34K +667 +12%
CWS
280
Confluence Wealth Services
Pennsylvania
$288K – – –
PL
281
Parthenon LLC
Kentucky
$283K – – –
DC
282
Dantai Capital
Hong Kong
$280K +$280K +5,500 New
TI
283
Tidal Investments
Wisconsin
$278K +$278K +5,445 New
Creative Planning
284
Creative Planning
Kansas
$277K +$277K +5,425 New
CCM
285
Coldstream Capital Management
Washington
$275K -$5.61K -110 -2%
NFSG
286
Newbridge Financial Services Group
Florida
$274K -$12.7K -250 -4%
AP
287
AtonRa Partners
Switzerland
$267K -$70.4K -1,381 -21%
CAN
288
Cetera Advisor Networks
California
$260K -$250K -4,910 -49%
CICI
289
Capital Investment Counsel Inc
North Carolina
$258K +$258K +5,057 New
MWM
290
Mission Wealth Management
California
$255K -$25.2K -494 -9%
SDWIA
291
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$250K +$250K +4,900 New
CPIG
292
Chicago Partners Investment Group
Illinois
$243K -$220K -4,773 -47%
First Manhattan
293
First Manhattan
New York
$241K – – –
HA
294
Herold Advisors
New York
$237K -$102K -2,000 -30%
SWA
295
Stratos Wealth Advisors
Ohio
$236K +$236K +4,628 New
SCM
296
SKBA Capital Management
California
$235K +$235K +4,610 New
WWM
297
Western Wealth Management
Colorado
$234K +$234K +4,593 New
I
298
InceptionR
California
$233K -$295K -5,794 -56%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$232K +$232K +4,547 New
JF
300
Jump Financial
Illinois
$229K -$4.4M -86,404 -95%
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