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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 %
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$215K +$215K +3,544 New
HSA
377
HBK Sorce Advisory
Pennsylvania
$212K +$212K +3,495 New
NW
378
NewEdge Wealth
Pennsylvania
$208K +$208K +3,757 New
CAN
379
Cetera Advisor Networks
California
$205K -$135K -2,230 -40%
MYAM
380
Meiji Yasuda Asset Management
Japan
$205K +$205K +3,383 New
LFG
381
Larson Financial Group
Missouri
$200K +$107K +1,768 +116%
HEIP
382
Hudson Edge Investment Partners
New Jersey
$197K -$131K -2,164 -40%
KBC Group
383
KBC Group
Belgium
$195K – – –
NFSG
384
Newbridge Financial Services Group
Florida
$186K +$186K +3,072 New
Lazard Asset Management
385
Lazard Asset Management
New York
$177K +$176K +2,918 +18,238%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
386
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$169K +$169K +2,790 New
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$135K +$74.5K +1,231 +123%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$134K -$7.4K -122 -5%
S
389
SignatureFD
Georgia
$129K +$19.6K +324 +18%
FFA
390
Farther Finance Advisors
California
$129K +$540 +9 +0.4%
SOW
391
State of Wyoming
Wyoming
$125K +$9.76K +161 +8%
GRP
392
Global Retirement Partners
California
$116K +$7.94K +131 +7%
BAMF
393
BI Asset Management Fondsmaeglerselskab
Denmark
$101K -$2.51M -41,421 -96%
QL
394
Quarry LP
New York
$99.1K +$61K +1,006 +160%
RAM
395
Ramirez Asset Management
New York
$97K – – –
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$82.8K +$82.8K +1,380 New
NS
397
NBC Securities
Alabama
$74K +$6.05K +100 +9%
SPIA
398
Steward Partners Investment Advisory
New York
$73.7K +$29.9K +493 +68%
IA
399
IFP Advisors
Florida
$73K -$3.46K -57 -5%
CWM
400
Compass Wealth Management
Connecticut
$71.5K -$89.1K -1,470 -55%
14 15
16
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