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Coherent
COHR

Overview Fund Activity

529 hedge funds and large institutions have $12.5B invested in Coherent in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 177 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+33
Holders Change %
+6.65%
% of All Funds
7.65%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.4%
New
98
Increased
177
Reduced
179
Closed
63
Calls
$467M
Puts
$307M
Net Calls
+$160M
Net Calls Change
+$81.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$292M
2
Invesco
Invesco
Georgia
+$252M
3
BlackRock
BlackRock
New York
+$233M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$131M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$76M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$300M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$163M
3
Franklin Resources
Franklin Resources
California
-$109M
4
AIM
Artemis Investment Management
United Kingdom
-$83.4M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
376
Kovack Advisors
Florida
$295K -$198K -2,225 -40%
FCBT
377
First Citizens Bank & Trust
North Carolina
$292K -$86.4K -972 -23%
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$290K -$68.7K -773 -19%
Allianz Asset Management
379
Allianz Asset Management
Germany
$289K -$1.69M -18,968 -85%
CC
380
Chicago Capital
Illinois
$287K – – –
William Blair & Company
381
William Blair & Company
Illinois
$281K +$281K +3,160 New
CCM
382
Coldstream Capital Management
Washington
$277K +$358 +4 +0.1%
NW
383
NewEdge Wealth
Pennsylvania
$276K -$22.9K -258 -8%
LFG
384
Larson Financial Group
Missouri
$276K -$8.27K -93 -3%
Millennium Management
385
Millennium Management
New York
$271K -$60.8M -684,097 -100%
OIA
386
OneDigital Investment Advisors
Kansas
$267K +$267K +3,002 New
LWM
387
Lyell Wealth Management
California
$267K – – –
FFM
388
Forum Financial Management
Illinois
$261K +$261K +2,934 New
VA
389
Vident Advisory
Georgia
$260K +$260K +2,927 New
NICM
390
Neo Ivy Capital Management
New York
$256K +$256K +2,880 New
EH
391
Equitable Holdings
New York
$256K – – –
TSS
392
Two Sigma Securities
New York
$256K +$256K +2,875 New
BWG
393
Balanced Wealth Group
Ohio
$255K – – –
PCA
394
Pallas Capital Advisors
Massachusetts
$255K -$28.8K -298 -10%
HA
395
Herold Advisors
New York
$254K – – –
CAM
396
Claret Asset Management
Quebec, Canada
$254K +$1.25K +14 +0.5%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$246K +$5.06K +57 +2%
AT
398
American Trust
Kentucky
$243K -$25.4K -286 -9%
BSB
399
Bangor Savings Bank
Maine
$236K -$2.12M -23,848 -90%
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$233K +$233K +2,622 New
14 15
16
17 18