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Coherent
COHR

Overview Fund Activity

472 hedge funds and large institutions have $8.03B invested in Coherent in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 131 increasing their positions, 168 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+67
Holders Change %
+16.54%
% of All Funds
6.84%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
112
Increased
131
Reduced
168
Closed
42
Calls
$307M
Puts
$197M
Net Calls
+$110M
Net Calls Change
+$53.7M

Top Buyers

1
DFO
Duquesne Family Office
New York
+$153M
2
PC
PointState Capital
New York
+$124M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$124M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$100M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$95.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
2
Dodge & Cox
Dodge & Cox
California
-$220M
3
FFM
FengHe Fund Management
Singapore
-$133M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$96.3M
5
American Century Companies
American Century Companies
Missouri
-$82.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
351
Whalen Wealth Management
Nevada
$280K +$280K +4,622 New
SC
352
Savant Capital
Illinois
$280K +$280K +4,617 New
SCM
353
SKBA Capital Management
California
$279K – – –
WWM
354
Western Wealth Management
Colorado
$279K -$5.46K -90 -2%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$272K +$272K +4,491 New
QCM
356
Qsemble Capital Management
New York
$272K +$272K +4,488 New
APP
357
Avantax Planning Partners
Iowa
$272K +$272K +4,481 New
HIG
358
Heritage Investment Group
Florida
$267K +$267K +4,408 New
GSIS
359
Global Strategic Investment Solutions
Arizona
$267K +$267K +4,404 New
PWMAG
360
Pinnacle Wealth Management Advisory Group
New Jersey
$267K +$267K +4,400 New
CIC
361
Carnegie Investment Counsel
Ohio
$260K +$260K +4,292 New
AIM
362
Aigen Investment Management
New York
$258K +$258K +4,251 New
FRM
363
Fox Run Management
Connecticut
$253K -$405K -6,673 -62%
AT
364
American Trust
Kentucky
$243K +$243K +4,008 New
WMA
365
West Michigan Advisors
Michigan
$240K +$240K +3,965 New
TRCT
366
Tower Research Capital (TRC)
New York
$239K -$1.28M -21,088 -84%
CAM
367
Carret Asset Management
New York
$237K +$237K +3,915 New
TAM
368
Tocqueville Asset Management
New York
$232K +$232K +3,831 New
AWM
369
Avior Wealth Management
Nebraska
$232K +$232K +3,830 New
MFS
370
Mirabella Financial Services
United Kingdom
$232K +$232K +3,835 New
PA
371
Profund Advisors
Maryland
$232K +$232K +3,820 New
VNA
372
Valley National Advisers
Pennsylvania
$228K +$1.99K +33 +0.9%
CG
373
Caprock Group
Idaho
$224K -$54.6K -900 -20%
HCA
374
Harbor Capital Advisors
Illinois
$223K +$223K +3,684 New
TYCC
375
Texas Yale Capital Corp
Florida
$219K +$219K +3,617 New
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