Coherent
COHR
429 hedge funds and large institutions have $4.71B invested in Coherent in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 138 reducing their positions, and 51 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
11% more capital invested
Capital invested by funds: $4.25B → $4.71B (+$465M)
11% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 138
10% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 51
0.91% more ownership
Funds ownership: 88.15% → 89.06% (+0.91%)
0% less funds holding
Funds holding: 431 → 429 (-2)
44% less call options, than puts
Call options by funds: $52M | Put options by funds: $92.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$45.7M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$33.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$19M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$50.5M |
| 2 |
TC
Tairen Capital
Hong Kong
|
-$24.8M |
| 3 |
Neuberger Berman Group
New York
|
-$22.4M |
| 4 |
Morgan Stanley
New York
|
-$16.1M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$13.7M |
COHR Hedge Fund Activity: Q1 2023 in Review
429 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2023, worth a combined $4.71B — up 11% from $4.25B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new COHR positions and 51 closed out — a net gain of 5 holders — while 153 added to existing stakes and 138 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was Wellington Management Group, cutting an estimated $50.5M.
- 429 institutional investors held Coherent (COHR) as of Q1 2023, down from 431 in Q4 2022.
- Funds reported $4.71B of Coherent stock for Q1 2023, up 11% quarter-over-quarter.
- 56 funds opened new Coherent positions in Q1 2023 and 51 closed out, a net change of +5 holders.
- The largest Coherent buyer in Q1 2023 was Fidelity Investments, an estimated $84.6M added.
- The largest Coherent seller in Q1 2023 was Wellington Management Group, an estimated $50.5M sold.
Based on aggregated 13F filings for Q1 2023.