COHR icon

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 %
II
301
Inspire Investing
Idaho
$227K +$227K +3,828 New
SIP
302
Stoneridge Investment Partners
Pennsylvania
$225K – – –
DT
303
Diversified Trust
Tennessee
$222K -$948 -16 -0.4%
BC
304
Bridgefront Capital
Texas
$218K +$218K +3,665 New
FHC
305
First Heartland Consultants
Missouri
$217K +$7.06K +119 +3%
TYCC
306
Texas Yale Capital Corp
Florida
$215K – – –
VBCG
307
Valley Brook Capital Group
Pennsylvania
$209K +$45.1K +761 +28%
WAM
308
World Asset Management
Michigan
$208K -$9.43K -159 -4%
H
309
HoyleCohen
California
$200K – – –
NFSG
310
Newbridge Financial Services Group
Florida
$193K -$35.6K -600 -16%
SFM
311
Systematic Financial Management
New Jersey
$178K – – –
BAM
312
Belpointe Asset Management
Nevada
$159K -$2.01K -34 -1%
IA
313
IFP Advisors
Florida
$148K +$16.3K +275 +12%
CWC
314
Carolinas Wealth Consulting
North Carolina
$144K – – –
TC
315
Truvestments Capital
Florida
$138K – – –
OCM
316
Ovata Capital Management
Hong Kong
$131K +$89.5K +1,507 +215%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$119K -$831 -14 -0.7%
CFA
318
Carroll Financial Associates
North Carolina
$118K – – –
Ohio Public Employees Retirement System (OPERS)
319
Ohio Public Employees Retirement System (OPERS)
Ohio
$91K +$2.49K +42 +3%
S
320
SignatureFD
Georgia
$89K -$59 -1 -0.1%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$78K +$7.74K +131 +11%
SPIA
322
Steward Partners Investment Advisory
New York
$71K -$9.17K -155 -11%
HIA
323
Harbor Investment Advisory
Maryland
$68K – – –
FQ
324
First Quadrant
California
$63K +$63K +1,060 New
LFG
325
Larson Financial Group
Missouri
$59K – – –
11 12
13
14 15