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Coherent

416 hedge funds and large institutions have $7.56B invested in Coherent in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 142 increasing their positions, 118 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25.78% more ownership

Funds ownership: 400.1%425.88% (+26%)

20% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 118

13% more capital invested

Capital invested by funds: $6.67B → $7.56B (+$889M)

6% more call options, than puts

Call options by funds: $145M | Put options by funds: $137M

5% less funds holding

Funds holding: 436416 (-20)

20% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 84

Holders
416
Holders Change
-20
Holders Change %
-4.59%
% of All Funds
7.24%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
67
Increased
142
Reduced
118
Closed
84
Calls
$145M
Puts
$137M
Net Calls
+$7.95M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Advisornet Financial
Minnesota
$2K
HI
402
Hudock Inc
Pennsylvania
$2K
MAWCM
403
Mine & Arao Wealth Creation & Management
California
$2K
PCG
404
Private Capital Group
Connecticut
$2K +$70 +1 +3%
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.69K +24 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.69K +24 New
WIM
407
Westside Investment Management
California
$1.45K +$1.19M +16,885 +556%
FPS
408
Fieldpoint Private Securities
Connecticut
$1K -$352 -5 -20%
MI
409
Markston International
New York
$1K
LC
410
Lindbrook Capital
California
$1K +$633 +9 New
SB
411
Strategic Blueprint
Georgia
$1K +$774 +11 New
BCWM
412
Bartlett & Co Wealth Management
Ohio
$436
H
413
HoyleCohen
California
$245
Westfield Capital Management
414
Westfield Capital Management
Massachusetts
-$24M -351,212 Closed
SGAM
415
Smith Group Asset Management
Texas
-$22.3M -325,555 Closed
Two Sigma Investments
416
Two Sigma Investments
New York
-$21.1M -300,023 Closed
Swedbank
417
Swedbank
Sweden
-$20.5M -300,000 Closed
EMFAT
418
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$17.6M -257,305 Closed
JGC
419
J. Goldman & Co
New York
-$9.9M -144,837 Closed
WP
420
Woodline Partners
California
-$9.1M -133,023 Closed
DA
421
Duality Advisers
Florida
-$8.49M -124,218 Closed
N
422
Natixis
France
-$7.97M -116,563 Closed
KSCM
423
Key Square Capital Management
Connecticut
-$7.73M -113,100 Closed
FHCM
424
Force Hill Capital Management
New York
-$6.59M -96,400 Closed
JG
425
Jefferies Group
New York
-$5.35M -76,031 Closed

COHR Hedge Fund Activity: Q2 2021 in Review

416 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q2 2021, worth a combined $7.56B — up 13% from $6.67B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of COHR and 67 opened new positions — a net loss of 17 holders — while 118 trimmed existing stakes and 142 added.

The largest buyer was Neuberger Berman Group, adding an estimated $204M. The largest seller was Fidelity Investments, cutting an estimated $326M.

  • 416 institutional investors held Coherent (COHR) as of Q2 2021, down from 436 in Q1 2021.
  • Funds reported $7.56B of Coherent stock for Q2 2021, up 13% quarter-over-quarter.
  • 67 funds opened new Coherent positions in Q2 2021 and 84 closed out, a net change of -17 holders.
  • The largest Coherent buyer in Q2 2021 was Neuberger Berman Group, an estimated $204M added.
  • The largest Coherent seller in Q2 2021 was Fidelity Investments, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2021.