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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
WFA
326
Wipfli Financial Advisors
Wisconsin
$32K +$44.1K +921 New
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$26K
BWM
328
BerganKDV Wealth Management
Minnesota
$25K
WWMSC
329
Wagner Wealth Management (South Carolina)
South Carolina
$25K
CFG
330
CKW Financial Group
Hawaii
$24K
SOW
331
State of Wyoming
Wyoming
$23K -$28.4K -592 -47%
DFCM
332
Dark Forest Capital Management
Puerto Rico
$23K +$32.1K +670 +22,333%
GWS
333
Glassman Wealth Services
Virginia
$18K +$6.32K +132 +35%
AF
334
Allworth Financial
California
$18K +$19.6K +409 +375%
Nomura Asset Management
335
Nomura Asset Management
Japan
$17.3K +$4.07K +85 +21%
Baillie Gifford & Co
336
Baillie Gifford & Co
United Kingdom
$17K
HI
337
Hoey Investments
Pennsylvania
$17K
WTC
338
WhitTier Trust Company
Nevada
$17K
BFEC
339
Benjamin F. Edwards & Company
Missouri
$16K +$14.4K +300 +195%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$15.3K +$15.4M +322,095 +1,871%
GRP
341
Global Retirement Partners
California
$15K +$814 +17 +4%
CCM
342
Covington Capital Management
California
$14K
FHA
343
First Horizon Advisors
Tennessee
$14K
OIA
344
Optimum Investment Advisors
Illinois
$14K
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$14K +$9.24K +193 +92%
AA
346
Ancora Advisors
Ohio
$12K
RTC
347
Riverview Trust Company
Washington
$12K +$16.6K +347 New
SCA
348
Stonebridge Capital Advisors
Minnesota
$12K +$17K +354 New
SWA
349
SOA Wealth Advisors
New York
$12K +$17.4K +364 New
LJHT
350
Laurie J. Hall Trustee
$11K -$7.18K -150 -32%

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.