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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 %
CTC
326
Cetera Trust Company
Minnesota
$477K – – –
Sumitomo Mitsui Trust Group
327
Sumitomo Mitsui Trust Group
Japan
$471K +$67.7K +762 +17%
LCM
328
Legato Capital Management
California
$470K -$2.66M -29,953 -85%
CWS
329
Confluence Wealth Services
Pennsylvania
$458K +$22.1K +249 +5%
First Manhattan
330
First Manhattan
New York
$458K -$13.3K -150 -3%
SCM
331
Shelton Capital Management
Colorado
$454K – – –
DWP
332
Daymark Wealth Partners
Ohio
$453K -$40.5K -456 -8%
HSBC Holdings
333
HSBC Holdings
United Kingdom
$445K -$8.3M -93,316 -95%
TRCT
334
Tower Research Capital (TRC)
New York
$434K +$30.5K +343 +8%
APP
335
Avantax Planning Partners
Iowa
$427K – – –
SI
336
Stephens Inc
Arkansas
$424K +$424K +4,767 New
WWM
337
Western Wealth Management
Colorado
$409K – – –
CAM
338
Carret Asset Management
New York
$405K +$24.5K +275 +6%
CICI
339
Capital Investment Counsel Inc
North Carolina
$402K – – –
CCC
340
Chesapeake Capital Corp
Florida
$401K +$87.6K +975 +28%
MWM
341
Mission Wealth Management
California
$400K – – –
PCM
342
Parsons Capital Management
Rhode Island
$400K – – –
HIG
343
Heritage Investment Group
Florida
$392K – – –
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$392K +$13.3K +150 +4%
GSIS
345
Global Strategic Investment Solutions
Arizona
$383K – – –
OAC
346
OMERS Administration Corp
Ontario, Canada
$382K -$80K -900 -17%
FTWA
347
Fifth Third Wealth Advisors
Ohio
$382K +$2.93K +33 +0.8%
CIC
348
Carnegie Investment Counsel
Ohio
$382K – – –
JSW
349
Journey Strategic Wealth
New Jersey
$381K +$21.6K +243 +6%
SRL
350
Scientech Research LLC
New Jersey
$371K +$371K +4,170 New
12 13
14
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