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Coherent

454 hedge funds and large institutions have $7.81B invested in Coherent in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.69% more ownership

Funds ownership: 435.47%453.16% (+18%)

14% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 145

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more capital invested

Capital invested by funds: $7.34B → $7.81B (+$471M)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

2% less funds holding

Funds holding: 462454 (-8)

44% less call options, than puts

Call options by funds: $130M | Put options by funds: $232M

Holders
454
Holders Change
-8
Holders Change %
-1.73%
% of All Funds
7.16%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
51
Increased
165
Reduced
145
Closed
52
Calls
$130M
Puts
$232M
Net Calls
-$102M
Net Calls Change
+$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
401
Gables Capital Management
Florida
$14K
TFA
402
Toth Financial Advisory
Virginia
$14K
TWM
403
Tradition Wealth Management
Minnesota
$13K
ZIG
404
Zullo Investment Group
Pennsylvania
$11K
STCOSD
405
Sageworth Trust Company of South Dakota
South Dakota
$10K
BFC
406
Bedel Financial Consulting
Indiana
$10K +$4.9K +72 +103%
PA
407
Parallel Advisors
California
$9K -$2.25K -33 -21%
LPWM
408
Lake Point Wealth Management
Texas
$9K
TSWM
409
Tyler-Stone Wealth Management
Ohio
$8K -$1.63K -24 -17%
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$6.87K +101 +1,263%
APC
411
Aspire Private Capital
North Carolina
$7K
CFB
412
Cullen/Frost Bankers
Texas
$7K
CMBA
413
C.M. Bidwell & Associates
Hawaii
$5K
HWM
414
HighMark Wealth Management
Minnesota
$5K
PC
415
Pier Capital
Connecticut
$5K
SWM
416
Sugarloaf Wealth Management
Georgia
$5K
TFP
417
Tilia Fiduciary Partners
North Carolina
$5K
UB
418
UMB Bank
Missouri
$5K
JWA
419
JFS Wealth Advisors
Pennsylvania
$5K +$2.99K +44 +191%
CA
420
Centerpoint Advisors
Massachusetts
$4K
LWANC
421
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
VCM
422
Versant Capital Management
Arizona
$4K
RG
423
Retirement Group
California
$4K +$3.4K +50 New
TF
424
Tompkins Financial
New York
$4K +$3.4K +50 New
BWM
425
Baystate Wealth Management
Massachusetts
$4K +$4.08K +60 New

COHR Hedge Fund Activity: Q1 2022 in Review

454 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2022, worth a combined $7.81B — up 6.4% from $7.34B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of COHR and 51 opened new positions — a net loss of 1 holder — while 145 trimmed existing stakes and 165 added.

The largest buyer was Dodge & Cox, adding an estimated $268M. The largest seller was Goldman Sachs, cutting an estimated $56M.

  • 454 institutional investors held Coherent (COHR) as of Q1 2022, down from 462 in Q4 2021.
  • Funds reported $7.81B of Coherent stock for Q1 2022, up 6.4% quarter-over-quarter.
  • 51 funds opened new Coherent positions in Q1 2022 and 52 closed out, a net change of -1 holder.
  • The largest Coherent buyer in Q1 2022 was Dodge & Cox, an estimated $268M added.
  • The largest Coherent seller in Q1 2022 was Goldman Sachs, an estimated $56M sold.

Based on aggregated 13F filings for Q1 2022.