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Coherent

496 hedge funds and large institutions have $9.94B invested in Coherent in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 188 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 60

39% more call options, than puts

Call options by funds: $280M | Put options by funds: $201M

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

24% more capital invested

Capital invested by funds: $8.03B → $9.94B (+$1.9B)

5% more funds holding

Funds holding: 474496 (+22)

2.56% more ownership

Funds ownership: 87.48%90.04% (+2.6%)

22% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 188

Holders
496
Holders Change
+22
Holders Change %
+4.64%
% of All Funds
7.16%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
87
Increased
147
Reduced
188
Closed
60
Calls
$280M
Puts
$201M
Net Calls
+$78.7M
Net Calls Change
-$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
376
Rafferty Asset Management
New York
$237K +$196K +3,267 New
CC
377
Chicago Capital
Illinois
$234K +$194K +3,223 New
LFG
378
Larson Financial Group
Missouri
$231K -$5.95K -99 -3%
IAS
379
Insigneo Advisory Services
Florida
$225K +$241K +4,006 New
CCM
380
Coldstream Capital Management
Washington
$224K +$186K +3,092 New
SA
381
Sanctuary Advisors
Indiana
$223K +$243K +4,043 New
NFSG
382
Newbridge Financial Services Group
Florida
$223K
AT
383
American Trust
Kentucky
$219K -$59.2K -985 -25%
PCA
384
Pallas Capital Advisors
Massachusetts
$219K +$176K +2,934 New
LWM
385
Lyell Wealth Management
California
$217K +$180K +3,000 New
LSA
386
Leonteq Securities AG
Switzerland
$213K -$20.9K -347 -11%
AIM
387
Avity Investment Management
Connecticut
$212K +$176K +2,925 New
EA
388
Emerald Advisers
Pennsylvania
$211K -$190K -3,160 -52%
BWG
389
Balanced Wealth Group
Ohio
$209K +$173K +2,872 New
EH
390
Equitable Holdings
New York
$208K +$173K +2,875 New
HA
391
Herold Advisors
New York
$207K +$172K +2,858 New
CAM
392
Claret Asset Management
Quebec, Canada
$206K +$171K +2,840 New
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$197K +$29K +482 +22%
GRP
394
Global Retirement Partners
California
$195K +$46.4K +772 +40%
SOW
395
State of Wyoming
Wyoming
$185K +$30.2K +503 +24%
PAS
396
Point72 Asia (Singapore)
Singapore
$172K +$86.3K +1,436 +154%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$170K +$8.54K +142 +6%
FFA
398
Farther Finance Advisors
California
$162K +$4.33K +72 +3%
HFM
399
Harvest Fund Management
China
$156K +$71.5K +1,190 +123%
IC
400
Innealta Capital
Texas
$148K +$123K +2,047 New

COHR Hedge Fund Activity: Q2 2024 in Review

496 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q2 2024, worth a combined $9.94B — up 24% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new COHR positions and 60 closed out — a net gain of 27 holders — while 147 added to existing stakes and 188 trimmed.

The largest buyer was Invesco, adding an estimated $193M. The largest seller was Polar Capital Holdings, exiting entirely with an estimated $85.1M sold.

  • 496 institutional investors held Coherent (COHR) as of Q2 2024, up from 474 in Q1 2024.
  • Funds reported $9.94B of Coherent stock for Q2 2024, up 24% quarter-over-quarter.
  • 87 funds opened new Coherent positions in Q2 2024 and 60 closed out, a net change of +27 holders.
  • The largest Coherent buyer in Q2 2024 was Invesco, an estimated $193M added.
  • The largest Coherent seller in Q2 2024 was Polar Capital Holdings, an estimated $85.1M sold.

Based on aggregated 13F filings for Q2 2024.