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Coherent

629 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 45

50% more call options, than puts

Call options by funds: $392M | Put options by funds: $261M

18% more funds holding

Funds holding: 531629 (+98)

7% more capital invested

Capital invested by funds: $12.6B → $13.5B (+$907M)

0.53% less ownership

Funds ownership: 92.72%92.19% (-0.53%)

20% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 216

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
629
Holders Change
+98
Holders Change %
+18.46%
% of All Funds
8.28%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
154
Increased
172
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$1.51M +$973K +9,729 +156%
Wealth Enhancement Advisory Services
277
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$79.1K +791 +5%
ORI
278
Oak Ridge Investments
Illinois
$1.49M +$1.57M +15,684 New
Federated Hermes
279
Federated Hermes
Pennsylvania
$1.46M -$202K -2,015 -12%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$1.42M +$36.8K +368 +3%
GIA
281
Gateway Investment Advisers
Ohio
$1.4M
VPIM
282
Vanguard Personalized Indexing Management
California
$1.39M +$127K +1,270 +9%
WA
283
WealthTrust Axiom
Pennsylvania
$1.38M -$35K -350 -2%
SRA
284
Secured Retirement Advisors
Minnesota
$1.33M +$1.4M +13,995 New
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$266K +2,658 +24%
Deutsche Bank
286
Deutsche Bank
Germany
$1.31M +$434K +4,336 +46%
HT
287
Headlands Technologies
Illinois
$1.29M +$1.36M +13,621 New
GC
288
Guggenheim Capital
Illinois
$1.27M -$9.71M -97,089 -88%
WSCM
289
Wellington Shields Capital Management
New York
$1.24M
Vontobel Holding
290
Vontobel Holding
Switzerland
$1.24M -$542K -5,420 -29%
IIM
291
Ironwood Investment Management
Massachusetts
$1.23M +$11.3K +113 +0.9%
Creative Planning
292
Creative Planning
Kansas
$1.21M +$141K +1,410 +12%
GXJ
293
Global X Japan
Japan
$1.2M -$220K -2,198 -15%
AAM
294
Aureus Asset Management
Massachusetts
$1.18M
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$1.18M -$57.1K -571 -4%
DADC
296
D.A. Davidson & Co
Montana
$1.18M -$11K -110 -0.9%
KFS
297
Keynote Financial Services
Connecticut
$1.17M -$110K -1,095 -8%
SC
298
Savant Capital
Illinois
$1.17M -$33.8K -338 -3%
LCG
299
Lisanti Capital Growth
New York
$1.16M -$3.92M -39,180 -76%
HIIFS
300
Harel Insurance Investments & Financial Services
Israel
$1.12M

COHR Hedge Fund Activity: Q4 2024 in Review

629 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2024, worth a combined $13.5B — up 7.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new COHR positions and 45 closed out — a net gain of 109 holders — while 172 added to existing stakes and 216 trimmed.

The largest buyer was BlackRock, adding an estimated $351M. The largest seller was Wellington Management Group, cutting an estimated $213M.

  • 629 institutional investors held Coherent (COHR) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $13.5B of Coherent stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 154 funds opened new Coherent positions in Q4 2024 and 45 closed out, a net change of +109 holders.
  • The largest Coherent buyer in Q4 2024 was BlackRock, an estimated $351M added.
  • The largest Coherent seller in Q4 2024 was Wellington Management Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.