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Coherent
COHR

Overview Fund Activity

529 hedge funds and large institutions have $12.5B invested in Coherent in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 177 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+33
Holders Change %
+6.65%
% of All Funds
7.65%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.4%
New
98
Increased
177
Reduced
179
Closed
63
Calls
$467M
Puts
$307M
Net Calls
+$160M
Net Calls Change
+$81.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
2
Invesco
Invesco
Georgia
+$252M
3
BlackRock
BlackRock
New York
+$233M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$131M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$76M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$300M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$163M
3
Franklin Resources
Franklin Resources
California
-$109M
4
AIM
Artemis Investment Management
United Kingdom
-$83.4M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
301
Kornitzer Capital Management
Kansas
$698K +$184K +2,075 +36%
WWM
302
Whalen Wealth Management
Nevada
$694K -$169K -1,900 -20%
AF
303
Aldebaran Financial
$681K – – –
PRS
304
Pinkerton Retirement Specialists
Idaho
$680K +$680K +7,645 New
MSRPS
305
Maryland State Retirement & Pension System
Maryland
$671K -$235K -2,639 -26%
AAM
306
Azzad Asset Management
Virginia
$664K +$664K +7,473 New
CAM
307
Cresset Asset Management
Illinois
$657K +$72K +810 +12%
CL
308
Choreo LLC
Illinois
$641K +$104K +1,170 +19%
WA
309
Waddell & Associates
Tennessee
$636K – – –
URS
310
Utah Retirement Systems
Utah
$619K – – –
TC
311
Truvestments Capital
Florida
$613K -$150K -1,683 -20%
HIMC
312
Heritage Investors Management Corp
Maryland
$602K +$8.89K +100 +1%
Corient Private Wealth
313
Corient Private Wealth
Florida
$584K +$293K +3,292 +100%
SWA
314
Sax Wealth Advisors
New Jersey
$583K +$162K +1,817 +38%
IA
315
Investor AB
Sweden
$578K – – –
Marshall Wace
316
Marshall Wace
United Kingdom
$564K +$202K +2,270 +56%
OC
317
Oppenheimer & Co
New York
$563K -$106K -1,194 -16%
SA
318
Sanctuary Advisors
Indiana
$560K +$134K +1,271 +31%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$555K +$22.8K +257 +4%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$550K +$550K +6,185 New
AC
321
Avenir Corporation
Virginia
$543K +$543K +6,110 New
SI
322
Sapience Investments
California
$539K -$201K -2,261 -27%
WSC
323
Wellington Shields & Co
New York
$533K – – –
PL
324
Parthenon LLC
Kentucky
$480K – – –
JCM
325
Janney Capital Management
Pennsylvania
$478K -$262K -2,948 -35%
11 12
13
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