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Coherent
COHR

429 hedge funds and large institutions have $4.71B invested in Coherent in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

11% more capital invested

Capital invested by funds: $4.25B → $4.71B (+$465M)

11% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 138

10% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 51

0.91% more ownership

Funds ownership: 88.15% → 89.06% (+0.91%)

0% less funds holding

Funds holding: 431 → 429 (-2)

44% less call options, than puts

Call options by funds: $52M | Put options by funds: $92.3M

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
56
Increased
153
Reduced
138
Closed
51
Calls
$52M
Puts
$92.3M
Net Calls
-$40.3M
Net Calls Change
-$4.55M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.6M
2
Franklin Resources
Franklin Resources
California
+$45.7M
3
SAM
Silvercrest Asset Management
New York
+$33.5M
4
Macquarie Group
Macquarie Group
Australia
+$19M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50.5M
2
TC
Tairen Capital
Hong Kong
-$24.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$22.4M
4
Morgan Stanley
Morgan Stanley
New York
-$16.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$2.21K – – –
STCOSD
402
Sageworth Trust Company of South Dakota
South Dakota
$2.13K -$1.47K -36 -39%
CMBA
403
C.M. Bidwell & Associates
Hawaii
$2.02K +$2.16K +53 New
CMP
404
Coston McIsaac & Partners
Maine
$2K – – –
SFG
405
Steward Financial Group
Texas
$2K +$2.04K +50 +250%
CFGS
406
Concourse Financial Group Securities
Alabama
$1.94K +$2.08K +51 New
JWA
407
JFS Wealth Advisors
Pennsylvania
$1.68K +$1.06K +26 +144%
SC
408
Schubert & Co
Texas
$1.37K +$244 +6 +20%
MAWCM
409
Mine & Arao Wealth Creation & Management
California
$1.29K – – –
ECM
410
Estabrook Capital Management
New York
$1.14K – – –
RA
411
Rise Advisors
New York
$1.14K – – –
LWA
412
Lowe Wealth Advisors
Maryland
$1.14K +$1.22K +30 New
AAP
413
Arax Advisory Partners
Colorado
$1.1K – – –
EC
414
Elequin Capital
New York
$952 +$1.02K +25 New
GIA
415
GHP Investment Advisors
Colorado
$952 +$1.02K +25 New
DI
416
Disciplined Investments
Oklahoma
$838 +$41 +1 +5%
AAS
417
Ameritas Advisory Services
Nebraska
$813 +$977 +24 New
TWA
418
TCI Wealth Advisors
Arizona
$762 -$1.42K -35 -64%
EARNEST Partners
419
EARNEST Partners
Georgia
$647 – – –
TPCW
420
TD Private Client Wealth
New York
$609 – – –
BWL
421
Bogart Wealth LLC
Virginia
$571 – – –
GI
422
Gradient Investments
Minnesota
$267 +$285 +7 New
WWM
423
Wolff Wiese Magana
California
$191 – – –
SS
424
Sunbelt Securities
Texas
$187 +$203 +5 New
TAM
425
Tucker Asset Management
Colorado
$114 – – –
15 16
17
18 19

COHR Hedge Fund Activity: Q1 2023 in Review

429 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2023, worth a combined $4.71B — up 11% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new COHR positions and 51 closed out — a net gain of 5 holders — while 153 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was Wellington Management Group, cutting an estimated $50.5M.

  • 429 institutional investors held Coherent (COHR) as of Q1 2023, down from 431 in Q4 2022.
  • Funds reported $4.71B of Coherent stock for Q1 2023, up 11% quarter-over-quarter.
  • 56 funds opened new Coherent positions in Q1 2023 and 51 closed out, a net change of +5 holders.
  • The largest Coherent buyer in Q1 2023 was Fidelity Investments, an estimated $84.6M added.
  • The largest Coherent seller in Q1 2023 was Wellington Management Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2023.