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Coherent
COHR

Overview Fund Activity

529 hedge funds and large institutions have $12.5B invested in Coherent in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 177 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+33
Holders Change %
+6.65%
% of All Funds
7.65%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.4%
New
98
Increased
177
Reduced
179
Closed
63
Calls
$467M
Puts
$307M
Net Calls
+$160M
Net Calls Change
+$81.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
2
Invesco
Invesco
Georgia
+$252M
3
BlackRock
BlackRock
New York
+$233M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$131M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$76M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$300M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$163M
3
Franklin Resources
Franklin Resources
California
-$109M
4
AIM
Artemis Investment Management
United Kingdom
-$83.4M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Auxano Advisors
Washington
$1.03M +$424K +4,766 +69%
Creative Planning
277
Creative Planning
Kansas
$1.01M +$325K +3,656 +48%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$1M +$342K +3,849 +52%
FSA
279
Fort Sheridan Advisors
Illinois
$1M +$28.7K +323 +3%
Jane Street
280
Jane Street
New York
$987K -$7.95M -89,470 -89%
NSEDCP
281
NJ State Employees Deferred Compensation Plan
New Jersey
$977K – – –
RIM
282
Rakuten Investment Management
Japan
$939K +$98K +1,091 +12%
US Bancorp
283
US Bancorp
Minnesota
$922K +$28K +315 +3%
AI
284
Aperture Investors
New York
$893K +$893K +10,040 New
BPIM
285
Brant Point Investment Management
New York
$889K +$889K +10,000 New
Wolverine Trading
286
Wolverine Trading
Illinois
$887K +$887K +9,877 New
SACTSONJ
287
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$858K – – –
LOAMU
288
Lombard Odier Asset Management (USA)
New York
$854K +$854K +9,603 New
BCI
289
Brinker Capital Investments
Pennsylvania
$847K -$52.5K -591 -6%
OPS
290
Orion Portfolio Solutions
Nebraska
$847K -$52.5K -591 -6%
AI
291
Atria Investments
North Carolina
$847K +$326K +3,663 +63%
Deutsche Bank
292
Deutsche Bank
Germany
$845K +$26.5K +298 +3%
CGH
293
Crossmark Global Holdings
Texas
$817K +$98.3K +1,106 +14%
ST
294
Smithfield Trust
Pennsylvania
$810K – – –
AFP
295
Ausdal Financial Partners
Iowa
$805K -$1.22M -13,733 -60%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$801K +$160K +1,805 +25%
ADL
297
Asset Dedication LLC
California
$800K – – –
PEA
298
Park Edge Advisors
Ohio
$796K +$1.16K +13 +0.1%
Baird Financial Group
299
Baird Financial Group
Wisconsin
$789K +$52K +585 +7%
FCFC
300
First Commonwealth Financial Corp
Pennsylvania
$758K – – –
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