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Coherent
COHR

Overview Fund Activity

415 hedge funds and large institutions have $7.56B invested in Coherent in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 142 increasing their positions, 118 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-20
Holders Change %
-4.6%
% of All Funds
7.25%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
142
Reduced
118
Closed
84
Calls
$145M
Puts
$137M
Net Calls
+$7.95M
Net Calls Change
-$16.5M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$210M
2
Macquarie Group
Macquarie Group
Australia
+$197M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
4
American Century Companies
American Century Companies
Missouri
+$106M
5
Morgan Stanley
Morgan Stanley
New York
+$82M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$337M
2
BlackRock
BlackRock
New York
-$49.5M
3
Norges Bank
Norges Bank
Norway
-$38.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$24.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
376
Clean Yield Group
Vermont
$10K +$10K +135 New
NL
377
NVWM LLC
Pennsylvania
$9K +$9K +120 New
LPWM
378
Lake Point Wealth Management
Texas
$9K +$9K +130 New
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K -$1.56K -20 -18%
AWA
380
Arkadios Wealth Advisors
Georgia
$7K – – –
PC
381
Permanens Capital
New York
$7K – – –
APC
382
Aspire Private Capital
North Carolina
$7K +$7K +100 New
FF
383
FourThought Financial
Florida
$7K +$7K +100 New
PC
384
Pier Capital
Connecticut
$6K – – –
HMS
385
Hanseatic Management Services
New Mexico
$5K – – –
BFC
386
Bedel Financial Consulting
Indiana
$5K – – –
HWM
387
HighMark Wealth Management
Minnesota
$5K – – –
SWM
388
Sugarloaf Wealth Management
Georgia
$5K – – –
PA
389
Parallel Advisors
California
$5K +$1.43K +18 +40%
CPWM
390
Cypress Point Wealth Management
Texas
$5K +$5K +66 New
CMBA
391
C.M. Bidwell & Associates
Hawaii
$5K +$5K +75 New
JMF
392
Johnson Midwest Financial
Iowa
$4K – – –
RIM
393
Rockbridge Investment Management
New York
$4K – – –
MAM
394
Meeder Asset Management
Ohio
$3K -$412K -4,938 -99%
CWP
395
Concord Wealth Partners
Virginia
$3K – – –
AA
396
AlphaMark Advisors
Kentucky
$3K – – –
Nisa Investment Advisors
397
Nisa Investment Advisors
Missouri
$2.49K -$109 -1,500 -4%
PP
398
Paloma Partners
Connecticut
$2K -$1.35M -20,848 -100%
IFAM
399
Institutional & Family Asset Management
Colorado
$2K -$2.31K -37 -54%
MAWCM
400
Mine & Arao Wealth Creation & Management
California
$2K – – –
14 15
16
17 18