COHR icon

Coherent
COHR

Overview Fund Activity

428 hedge funds and large institutions have $4.24B invested in Coherent in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
76
Increased
155
Reduced
130
Closed
62
Calls
$47M
Puts
$82.8M
Net Calls
-$35.8M
Net Calls Change
-$42.8M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$75M
2
Dodge & Cox
Dodge & Cox
California
$669M
3
Vanguard Group
Vanguard Group
Pennsylvania
$416M
4
American Century Companies
American Century Companies
Missouri
$163M
5
Truist Financial
Truist Financial
North Carolina
$38M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$161M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$38.7M
3
Goldman Sachs
Goldman Sachs
New York
$23M
4
EAM
Eagle Asset Management
Florida
$0
5
Millennium Management
Millennium Management
New York
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
376
Blue Trust Inc
Georgia
$5K +$4.28K +107 +594%
CCC
377
Chelsea Counsel Company
California
$4.21K +$4.21K +120 New
TSWM
378
Tyler-Stone Wealth Management
Ohio
$4K – – –
Lazard Asset Management
379
Lazard Asset Management
New York
$4K +$3.51K +100 +714%
AF
380
Advisornet Financial
Minnesota
$3.69K -$456 -13 -11%
PFBT
381
Parkside Financial Bank & Trust
Missouri
$3.65K -$667 -19 -15%
CFB
382
Cullen/Frost Bankers
Texas
$3.51K -$1.09K -31 -24%
APC
383
Aspire Private Capital
North Carolina
$3.51K – – –
GCM
384
Gables Capital Management
Florida
$3.51K – – –
PFG
385
Piershale Financial Group
Illinois
$3.51K +$3.51K +100 New
SBL
386
Sargent Bickham Lagudis
Colorado
$3.51K +$3.51K +100 New
KC
387
Kenfarb & Co
Kentucky
$3.51K – – –
SIC
388
SJS Investment Consulting
Ohio
$3.37K -$35 -1 -1%
DIP
389
DT Investment Partners
Pennsylvania
$3.33K – – –
STCOSD
390
Sageworth Trust Company of South Dakota
South Dakota
$3K – – –
GWS
391
Glassman Wealth Services
Virginia
$2.91K -$14.8K -422 -84%
SWM
392
Sugarloaf Wealth Management
Georgia
$2.63K – – –
TFP
393
Tilia Fiduciary Partners
North Carolina
$2.56K – – –
HWM
394
HighMark Wealth Management
Minnesota
$2.53K – – –
QL
395
Quarry LP
New York
$2.35K +$2.35K +67 New
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$2.04K -$105 -3 -5%
AA
397
AlphaMark Advisors
Kentucky
$2K -$3.26K -75 -62%
CA
398
Centerpoint Advisors
Massachusetts
$2K – – –
TWA
399
TCI Wealth Advisors
Arizona
$1.93K +$246 +7 +15%
VCM
400
Versant Capital Management
Arizona
$1.76K -$35 -1 -2%
14 15
16
17 18