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Coherent
COHR

Overview Fund Activity

447 hedge funds and large institutions have $5.66B invested in Coherent in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.56%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
60
Increased
143
Reduced
142
Closed
57
Calls
$125M
Puts
$158M
Net Calls
-$33.7M
Net Calls Change
+$68.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$225M
2
Millennium Management
Millennium Management
New York
+$38.9M
3
American Century Companies
American Century Companies
Missouri
+$17M
4
Citadel Advisors
Citadel Advisors
Florida
+$16.9M
5
Franklin Resources
Franklin Resources
California
+$16.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$133M
2
BlackRock
BlackRock
New York
-$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.3M
4
FCM
Frontier Capital Management
Massachusetts
-$38.4M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
351
Larson Financial Group
Missouri
$51K – – –
CFFP
352
Center for Financial Planning
Michigan
$51K – – –
KTC
353
Kistler-Tiffany Companies
Pennsylvania
$39K – – –
BWM
354
BerganKDV Wealth Management
Minnesota
$37K – – –
WWM
355
Wagner Wealth Management
South Carolina
$36K +$36K +715 New
CFG
356
CKW Financial Group
Hawaii
$34K +$34K +700 New
CT
357
Cambridge Trust
Massachusetts
$33K – – –
WTC
358
WhitTier Trust Company
Nevada
$25K – – –
HI
359
Hoey Investments
Pennsylvania
$25K +$25K +500 New
LJHT
360
Laurie J. Hall Trustee
$24K – – –
Baillie Gifford & Co
361
Baillie Gifford & Co
United Kingdom
$24K +$101 +2 +0.4%
EC
362
Elequin Capital
New York
$24K +$2.07K +40 +9%
QCG
363
Quadrant Capital Group
Ohio
$24K +$2.17K +42 +10%
William Blair & Company
364
William Blair & Company
Illinois
$23K +$6.54K +128 +40%
C
365
Covestor
United Kingdom
$22K -$66.5K -1,330 -75%
GRP
366
Global Retirement Partners
California
$22K -$259 -5 -1%
FHA
367
First Horizon Advisors
Tennessee
$21K +$20.4K +405 +3,682%
Nomura Asset Management
368
Nomura Asset Management
Japan
$20.9K +$10.2K +200 +95%
OIA
369
Optimum Investment Advisors
Illinois
$20K – – –
CCM
370
Covington Capital Management
California
$20K – – –
GWS
371
Glassman Wealth Services
Virginia
$19K +$1.83K +36 +11%
AA
372
Ancora Advisors
Ohio
$18K – – –
PCC
373
Park Circle Company
Maryland
$15K – – –
FWM
374
Focused Wealth Management
New York
$15K – – –
PP
375
PFS Partners
New Jersey
$15K – – –
13 14
15
16 17