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Coherent
COHR

Overview Fund Activity

409 hedge funds and large institutions have $6.4B invested in Coherent in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 156 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-17
Holders Change %
-3.99%
% of All Funds
6.45%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.27%
New
62
Increased
117
Reduced
156
Closed
79
Calls
$350M
Puts
$169M
Net Calls
+$181M
Net Calls Change
+$221M

Top Buyers

1
TC
Tairen Capital
Hong Kong
+$170M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$102M
4
Morgan Stanley
Morgan Stanley
New York
+$60.2M
5
Select Equity Group
Select Equity Group
New York
+$48M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$167M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$116M
3
American Century Companies
American Century Companies
Missouri
-$77.3M
4
Macquarie Group
Macquarie Group
Australia
-$55M
5
Citadel Advisors
Citadel Advisors
Florida
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$229K +$229K +4,491 New
HIG
302
Heritage Investment Group
Florida
$225K +$225K +4,408 New
GSIS
303
Global Strategic Investment Solutions
Arizona
$225K +$225K +4,404 New
PWMAG
304
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$223K +4,375 New
TAM
305
Tocqueville Asset Management
New York
$222K -$66.3K -1,300 -23%
SPA
306
Sherbrooke Park Advisers
New York
$218K +$218K +4,285 New
QIM
307
Quantitative Investment Management
Virginia
$215K +$215K +4,219 New
PA
308
Profund Advisors
Maryland
$214K +$214K +4,200 New
FFP
309
FourThought Financial Partners
Florida
$210K +$210K +4,117 New
WMA
310
West Michigan Advisors
Michigan
$206K +$206K +4,035 New
VNA
311
Valley National Advisers
Pennsylvania
$180K +$62.7K +1,230 +54%
WAM
312
Wolverine Asset Management
Illinois
$149K – – –
DP
313
Dundas Partners
United Kingdom
$145K – – –
OP
314
ORG Partners
Indiana
$140K +$140K +2,757 New
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$132K -$7.75K -152 -6%
Russell Investments Group
316
Russell Investments Group
United Kingdom
$123K +$91.5K +1,866 +295%
FFA
317
Farther Finance Advisors
California
$113K +$2.65K +52 +2%
FIA
318
FNY Investment Advisers
New York
$112K +$112K +2,200 New
S
319
SignatureFD
Georgia
$107K -$23.5K -460 -18%
SPIA
320
Steward Partners Investment Advisory
New York
$98.9K – – –
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$82.3K -$23K -452 -22%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.8K -$24.5K -480 -23%
LFG
323
Larson Financial Group
Missouri
$74.5K – – –
WWP
324
WR Wealth Planners
Missouri
$73.9K – – –
GRP
325
Global Retirement Partners
California
$71.4K +$255 +5 +0.4%
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