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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 %
SWP
401
Stratos Wealth Partners
Ohio
$232K +$232K +2,612 New
QIM
402
Quantitative Investment Management
Virginia
$228K +$228K +2,575 New
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$226K +$226K +2,208 New
WPC
404
White Pine Capital
Minnesota
$225K +$225K +2,527 New
CIM
405
CIM Investment Management
Pennsylvania
$223K +$223K +2,504 New
MAM
406
Morse Asset Management
Connecticut
$222K +$222K +2,500 New
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$221K +$12K +135 +6%
CPIG
408
Chicago Partners Investment Group
Illinois
$217K +$217K +2,218 New
CA
409
Clearstead Advisors
Ohio
$213K +$160K +1,795 +299%
EWA
410
EP Wealth Advisors
California
$212K +$212K +2,389 New
SRC
411
Sage Rhino Capital
California
$209K +$209K +2,353 New
BWA
412
BlueChip Wealth Advisors
Georgia
$208K +$208K +2,340 New
GSC
413
Ground Swell Capital
South Carolina
$203K +$203K +2,280 New
QCM
414
QRG Capital Management
Illinois
$203K +$203K +2,279 New
FWM
415
Forza Wealth Management
Florida
$201K +$201K +2,263 New
GI
416
GAMMA Investing
California
$200K +$98.1K +1,103 +96%
GCP
417
GSA Capital Partners
United Kingdom
$200K +$200K +2,250 New
FFA
418
Farther Finance Advisors
California
$199K +$711 +8 +0.4%
AAM
419
Advisors Asset Management
Colorado
$193K +$40.9K +460 +27%
SG Americas Securities
420
SG Americas Securities
New York
$183K -$2.15M -24,228 -92%
S
421
SignatureFD
Georgia
$179K +$15.7K +177 +10%
ACM
422
Adalta Capital Management
New York
$178K – – –
WTG
423
West Tower Group
Virginia
$178K +$44.5K +500 +33%
NFSG
424
Newbridge Financial Services Group
Florida
$169K -$104K -1,172 -38%
PAM
425
Pinpoint Asset Management
Hong Kong
$160K -$450K -5,063 -74%
15 16
17
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