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Coherent

420 hedge funds and large institutions have $4.19B invested in Coherent in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 213 increasing their positions, 81 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 81

10% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $71.4M

6% less funds holding

Funds holding: 448420 (-28)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less capital invested

Capital invested by funds: $5.66B → $4.19B (-$1.46B)

27% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 88

355.12% less ownership

Funds ownership: 447.29%92.17% (-355%)

Holders
420
Holders Change
-28
Holders Change %
-6.25%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
213
Reduced
81
Closed
88
Calls
$78.5M
Puts
$71.4M
Net Calls
+$7.08M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
301
Henshaw Capital
Massachusetts
$204K
AMC
302
Asset Management Corp
Illinois
$203K -$9.58K -200 -3%
EPM
303
Equitec Proprietary Markets
Illinois
$175K +$240K +5,009 New
WAM
304
Wolverine Asset Management
Illinois
$136K +$188K +3,921 New
First Manhattan
305
First Manhattan
New York
$135K
DP
306
Dundas Partners
United Kingdom
$123K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$118K +$62.2K +1,298 +62%
AAM
308
Advisors Asset Management
Colorado
$106K -$67.1K -1,402 -32%
HFS
309
Hantz Financial Services
Michigan
$102K -$631K -13,181 -82%
CWC
310
Carolinas Wealth Consulting
North Carolina
$99K
Simplex Trading
311
Simplex Trading
Illinois
$88K +$122K +2,548 New
SCM
312
Silvant Capital Management
Georgia
$78K
IA
313
IFP Advisors
Florida
$76K -$8.86K -185 -13%
NICM
314
Neo Ivy Capital Management
New York
$76K +$104K +2,174 New
S
315
SignatureFD
Georgia
$68K +$14.3K +299 +18%
SPIA
316
Steward Partners Investment Advisory
New York
$63K +$20.2K +422 +30%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$61K +$14.3K +299 +21%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$55K +$17.4K +364 +30%
MA
319
Montag & Associates
Georgia
$49K
LC
320
Lindbrook Capital
California
$42K +$5.32K +111 +10%
HIA
321
Harbor Investment Advisory
Maryland
$40K
CFFP
322
Center for Financial Planning
Michigan
$35K
LFG
323
Larson Financial Group
Missouri
$35K
QCG
324
Quadrant Capital Group
Ohio
$34K +$24.2K +506 +109%
C
325
Covestor
United Kingdom
$33K +$24.4K +509 +116%

COHR Hedge Fund Activity: Q3 2022 in Review

420 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q3 2022, worth a combined $4.19B — down 26% from $5.66B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of COHR and 64 opened new positions — a net loss of 24 holders — while 81 trimmed existing stakes and 213 added.

The largest buyer was Dodge & Cox, adding an estimated $283M. The largest seller was Wellington Management Group, cutting an estimated $92.4M.

  • 420 institutional investors held Coherent (COHR) as of Q3 2022, down from 448 in Q2 2022.
  • Funds reported $4.19B of Coherent stock for Q3 2022, down 26% quarter-over-quarter.
  • 64 funds opened new Coherent positions in Q3 2022 and 88 closed out, a net change of -24 holders.
  • The largest Coherent buyer in Q3 2022 was Dodge & Cox, an estimated $283M added.
  • The largest Coherent seller in Q3 2022 was Wellington Management Group, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2022.