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Coherent
COHR

Overview Fund Activity

406 hedge funds and large institutions have $6.15B invested in Coherent in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
7.13%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
50
Increased
132
Reduced
139
Closed
55
Calls
$92.8M
Puts
$131M
Net Calls
-$37.7M
Net Calls Change
-$45.7M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$40.1M
2
FCM
Frontier Capital Management
Massachusetts
+$36.5M
3
American Century Companies
American Century Companies
Missouri
+$34.5M
4
SCM
Snyder Capital Management
California
+$29.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$26.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$89.1M
2
BlackRock
BlackRock
New York
-$48.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.8M
4
MWA
Marshall Wace Asia
Hong Kong
-$32.7M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
376
HighMark Wealth Management
Minnesota
$4K – – –
SWM
377
Sugarloaf Wealth Management
Georgia
$4K – – –
BFC
378
Bedel Financial Consulting
Indiana
$4K – – –
CMBA
379
C.M. Bidwell & Associates
Hawaii
$4K – – –
DP
380
Dundas Partners
United Kingdom
$4K +$4K +62 New
LWANC
381
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K -$2.4K -40 -44%
PA
382
Parallel Advisors
California
$3K -$1.3K -19 -30%
RIM
383
Rockbridge Investment Management
New York
$3K – – –
AA
384
AlphaMark Advisors
Kentucky
$3K – – –
JMF
385
Johnson Midwest Financial
Iowa
$3K – – –
VCM
386
Versant Capital Management
Arizona
$3K +$3K +50 New
Nisa Investment Advisors
387
Nisa Investment Advisors
Missouri
$2.04K – – –
CWP
388
Concord Wealth Partners
Virginia
$2K – – –
MAWCM
389
Mine & Arao Wealth Creation & Management
California
$2K – – –
AF
390
Advisornet Financial
Minnesota
$2K – – –
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$667 +12 +50%
WIM
392
Westside Investment Management
California
$1.42K +$233 +3,930 +20%
PCG
393
Private Capital Group
Connecticut
$1K -$2.44K -22 -71%
MAM
394
Meeder Asset Management
Ohio
$1K -$1.25K -20 -56%
IFAM
395
Institutional & Family Asset Management
Colorado
$1K -$684 -13 -41%
LWCFA
396
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
MI
397
Markston International
New York
$1K – – –
FPS
398
Fieldpoint Private Securities
Connecticut
$1K – – –
BIA
399
Bell Investment Advisors
California
$1K +$1K +15 New
HNB
400
Huntington National Bank
Ohio
$1K +$1K +20 New
14 15
16
17 18