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Coherent
COHR

Overview Fund Activity

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

Top Buyers

1
Invesco
Invesco
Georgia
+$115M
2
Millennium Management
Millennium Management
New York
+$39.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$36.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$32.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$27.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$110M
2
CCM
Channing Capital Management
Illinois
-$48.7M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$47.2M
4
TC
Tairen Capital
Hong Kong
-$44.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
351
Toth Financial Advisory
Virginia
$6.53K – – –
CB
352
Community Bank
New York
$6.53K – – –
HL
353
HeadInvest LLC
Maine
$6.47K +$6.47K +200 New
TWM
354
Tradition Wealth Management
Minnesota
$6K – – –
TPCW
355
TD Private Client Wealth
New York
$5.65K +$5.13K +157 +981%
BTI
356
Blue Trust Inc
Georgia
$5K -$240 -5 -5%
CT
357
Cambridge Trust
Massachusetts
$4.9K -$16.3K -500 -77%
CWM
358
Compass Wealth Management
Connecticut
$4.9K – – –
CCC
359
Chelsea Counsel Company
California
$3.92K – – –
EWA
360
EverSource Wealth Advisors
Alabama
$3.46K +$588 +18 +20%
CFB
361
Cullen/Frost Bankers
Texas
$3.26K – – –
APC
362
Aspire Private Capital
North Carolina
$3.26K – – –
TFG
363
Team Financial Group
California
$3.26K +$3.26K +100 New
KC
364
Kenfarb & Co
Kentucky
$3.26K – – –
Bank Julius Baer & Co
365
Bank Julius Baer & Co
Switzerland
$3K -$33.1K -1,114 -92%
BIA
366
Bell Investment Advisors
California
$2.97K – – –
HNB
367
Huntington National Bank
Ohio
$2.51K +$2.51K +77 New
AF
368
Allworth Financial
California
$2.48K +$1.27K +39 +105%
HWM
369
HighMark Wealth Management
Minnesota
$2.35K – – –
ETC
370
Exchange Traded Concepts
Oklahoma
$2.06K +$2.06K +63 New
BFEC
371
Benjamin F. Edwards & Company
Missouri
$2K -$3.7K -100 -65%
CMP
372
Coston McIsaac & Partners
Maine
$2K – – –
CFGS
373
Concourse Financial Group Securities
Alabama
$1.89K – – –
LC
374
Lindbrook Capital
California
$1.8K -$2.35K -72 -57%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$1.63K +$1.63K +50 New
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15
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