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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
HI
351
Harbour Investments
Wisconsin
$11K
PP
352
PFS Partners
New Jersey
$10.2K
FWM
353
Focused Wealth Management
New York
$10K
PCC
354
Park Circle Company
Maryland
$10K
RAM
355
Riggs Asset Management
Pennsylvania
$10K +$3.3K +69 +30%
BC
356
Bartlett & Co
Ohio
$10K +$4.88K +102 +60%
BCWM
357
Bartlett & Co Wealth Management
Ohio
$9.51K +$4.88K +102 +60%
TC
358
Truvestments Capital
Florida
$9K -$42.8K -894 -79%
CTC
359
Central Trust Company
Missouri
$8K -$670 -14 -6%
NL
360
NVWM LLC
Pennsylvania
$8K
SIC
361
Salem Investment Counselors
North Carolina
$8K
CB
362
Community Bank
New York
$7K
TFA
363
Toth Financial Advisory
Virginia
$7K
PA
364
Parallel Advisors
California
$7K +$766 +16 +9%
PMFA
365
Plante Moran Financial Advisors
Michigan
$7K +$10.1K +211 New
EC
366
Elequin Capital
New York
$6K -$13.5K -281 -61%
TWM
367
Tradition Wealth Management
Minnesota
$6K
AWM
368
Accel Wealth Management
Iowa
$6K +$6.94K +145 +14,500%
BBHC
369
Brown Brothers Harriman & Co
New York
$6K +$8.91K +186 New
ZIG
370
Zullo Investment Group
Pennsylvania
$5K
CFB
371
Cullen/Frost Bankers
Texas
$5K +$1.49K +31 +31%
HFM
372
Harvest Fund Management
China
$5K +$6.27K +131 New
FF
373
FourThought Financial
Florida
$4K -$45K -940 -88%
TSWM
374
Tyler-Stone Wealth Management
Ohio
$4K
AF
375
Advisornet Financial
Minnesota
$4K +$1.58K +33 +39%

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.