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Coherent

390 hedge funds and large institutions have $7.55B invested in Coherent in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 27

168% more call options, than puts

Call options by funds: $128M | Put options by funds: $47.7M

85% more capital invested

Capital invested by funds: $4.08B → $7.55B (+$3.47B)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

22% more funds holding

Funds holding: 319390 (+71)

6.8% less ownership

Funds ownership: 414.4%407.6% (-6.8%)

14% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 125

Holders
390
Holders Change
+71
Holders Change %
+22.26%
% of All Funds
6.9%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
100
Increased
107
Reduced
125
Closed
27
Calls
$128M
Puts
$47.7M
Net Calls
+$80M
Net Calls Change
+$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
351
Systematic Financial Management
New Jersey
$13K -$4.74K -80 -31%
TWM
352
Tradition Wealth Management
Minnesota
$13K +$10.1K +170 New
BDWM
353
Brewin Dolphin Wealth Management
Ireland
$11K +$8.59K +145 New
EIP
354
Ellis Investment Partners
Pennsylvania
$11K
TFA
355
Toth Financial Advisory
Virginia
$11K +$5.92K +100 +200%
PC
356
Permanens Capital
New York
$8K
AWA
357
Arkadios Wealth Advisors
Georgia
$7K
BSSFA
358
Baron Silver Stevens Financial Advisors
Florida
$7K +$5.92K +100 New
SWM
359
Sugarloaf Wealth Management
Georgia
$6K
PC
360
Pier Capital
Connecticut
$6K +$4.62K +78 New
TIM
361
Tortoise Investment Management
New York
$6K +$4.74K +80 New
QT
362
Quantbot Technologies
New York
$5K -$70.5K -1,189 -95%
BFC
363
Bedel Financial Consulting
Indiana
$5K
HWM
364
HighMark Wealth Management
Minnesota
$5K
HMS
365
Hanseatic Management Services
New Mexico
$5K +$3.67K +62 New
GWM
366
Geneos Wealth Management
Colorado
$5K +$4.44K +75 New
MIM
367
Macroview Investment Management
Maryland
$4K +$2.84K +48 New
JMF
368
Johnson Midwest Financial
Iowa
$4K +$2.96K +50 New
VCG
369
Vantage Consulting Group
Virginia
$4K +$3.2K +54 New
IFAM
370
Institutional & Family Asset Management
Colorado
$3K -$59 -1 -3%
MAWCM
371
Mine & Arao Wealth Creation & Management
California
$3K
WEC
372
Winslow Evans & Crocker
Massachusetts
$3K
TWA
373
TCI Wealth Advisors
Arizona
$3K +$178 +3 +9%
CWP
374
Concord Wealth Partners
Virginia
$3K +$2.13K +36 New
ICP
375
Interchange Capital Partners
Pennsylvania
$3K +$2.67K +45 New

COHR Hedge Fund Activity: Q4 2020 in Review

390 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2020, worth a combined $7.55B — up 85% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new COHR positions and 27 closed out — a net gain of 73 holders — while 107 added to existing stakes and 125 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $58.1M. The largest seller was Wellington Management Group, cutting an estimated $83.8M.

  • 390 institutional investors held Coherent (COHR) as of Q4 2020, up from 319 in Q3 2020.
  • Funds reported $7.55B of Coherent stock for Q4 2020, up 85% quarter-over-quarter.
  • 100 funds opened new Coherent positions in Q4 2020 and 27 closed out, a net change of +73 holders.
  • The largest Coherent buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $58.1M added.
  • The largest Coherent seller in Q4 2020 was Wellington Management Group, an estimated $83.8M sold.

Based on aggregated 13F filings for Q4 2020.