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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
AA
376
AlphaMark Advisors
Kentucky
$4K +$3.59K +75 +163%
MAM
377
Meeder Asset Management
Ohio
$4K +$3.69K +77 +164%
PFBT
378
Parkside Financial Bank & Trust
Missouri
$4K +$4.36K +91 +284%
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$4K +$5.84K +122 New
FPB
380
First PREMIER Bank
South Dakota
$4K +$6.03K +126 New
GCM
381
Gables Capital Management
Florida
$3K -$4.79K -100 -50%
STCOSD
382
Sageworth Trust Company of South Dakota
South Dakota
$3K -$1.05K -22 -19%
JWA
383
JFS Wealth Advisors
Pennsylvania
$3K -$287 -6 -7%
APC
384
Aspire Private Capital
North Carolina
$3K
CWM
385
Castle Wealth Management
Florida
$3K
HWM
386
HighMark Wealth Management
Minnesota
$3K
PC
387
Pier Capital
Connecticut
$3K
SWM
388
Sugarloaf Wealth Management
Georgia
$3K
DIP
389
DT Investment Partners
Pennsylvania
$3K +$4.55K +95 New
SIC
390
SJS Investment Consulting
Ohio
$3K +$4.64K +97 New
KC
391
Kenfarb & Co
Kentucky
$3K +$4.79K +100 New
CA
392
Centerpoint Advisors
Massachusetts
$2K
CMP
393
Coston McIsaac & Partners
Maine
$2K
TFP
394
Tilia Fiduciary Partners
North Carolina
$2K
VCM
395
Versant Capital Management
Arizona
$2K +$48 +1 +2%
TWA
396
TCI Wealth Advisors
Arizona
$2K +$383 +8 +20%
SC
397
Schubert & Co
Texas
$2K +$575 +12 +21%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.92K +61 New
WIM
399
Westside Investment Management
California
$1.01K +$68.2K +1,425 +5%
BIA
400
Bell Investment Advisors
California
$1K -$1.63K -34 -52%

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.