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Coherent

396 hedge funds and large institutions have $4.17B invested in Coherent in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-13
Holders Change %
-3.18%
% of All Funds
6.31%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.13%
New
67
Increased
136
Reduced
126
Closed
77
Calls
$196M
Puts
$93.1M
Net Calls
+$103M
Net Calls Change
-$77.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
326
Center for Financial Planning
Michigan
$32.6K
C
327
Covestor
United Kingdom
$31K -$564 -17 -2%
BCM
328
BluePath Capital Management
Georgia
$24.7K +$24.7K +758 New
SWM
329
Sugarloaf Wealth Management
Georgia
$23.7K +$21.2K +650 +867%
CFG
330
CKW Financial Group
Hawaii
$23K
CWC
331
Carolinas Wealth Consulting
North Carolina
$22.5K
QPBE
332
Quintet Private Bank (Europe)
Luxembourg
$21.8K +$21.8K +668 New
AA
333
Ancora Advisors
Ohio
$21.8K +$4.9K +150 +29%
Creative Planning
334
Creative Planning
Kansas
$20.2K -$157K -4,805 -89%
FCMT
335
Founders Capital Management (Texas)
Texas
$19.6K
RFA
336
Register Financial Advisors
Georgia
$19.6K
VCM
337
Versant Capital Management
Arizona
$18.4K +$10.4K +320 +132%
QCG
338
Quadrant Capital Group
Ohio
$17K -$15.9K -486 -48%
WTC
339
WhitTier Trust Company
Nevada
$16.3K
Nomura Asset Management
340
Nomura Asset Management
Japan
$16.2K
CSPIA
341
Cary Street Partners Investment Advisory
Virginia
$15K +$5.84K +179 +64%
PPC
342
Park Place Capital
Alabama
$13.4K +$6.01K +184 +81%
OIA
343
Optimum Investment Advisors
Illinois
$13.1K
PCM
344
Peregrine Capital Management
Minnesota
$13.1K
SWA
345
SOA Wealth Advisors
New York
$11.8K +$11.8K +363 New
SCA
346
Stonebridge Capital Advisors
Minnesota
$11.6K
FHA
347
First Horizon Advisors
Tennessee
$10.5K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$9.99K +$783 +24 +9%
PP
349
PFS Partners
New Jersey
$9.6K
PA
350
Parallel Advisors
California
$6.69K -$1.44K -44 -18%