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Coherent
COHR

Overview Fund Activity

453 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
Holders
453
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.17%
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

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$286M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$127M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$55.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$46.4M
5
FAM
Fred Alger Management
New York
+$41.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$59.7M
2
FCM
Frontier Capital Management
Massachusetts
-$52.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$51.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.4M
5
TC
Tairen Capital
Hong Kong
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
426
Concord Wealth Partners
Virginia
$3K – – –
ST
427
Sageworth Trust
Pennsylvania
$3K – – –
CI
428
Cordant Inc
Oregon
$3K +$3K +46 New
WIM
429
Westside Investment Management
California
$2.05K -$328 -4,530 -14%
MAM
430
Meeder Asset Management
Ohio
$2K -$1.6K -20 -44%
MAWCM
431
Mine & Arao Wealth Creation & Management
California
$2K – – –
AF
432
Advisornet Financial
Minnesota
$2K – – –
RA
433
Rise Advisors
New York
$2K – – –
PCG
434
Private Capital Group
Connecticut
$2K +$750 +9 +60%
FPS
435
Fieldpoint Private Securities
Connecticut
$2K +$800 +10 +67%
SC
436
Schubert & Co
Texas
$2K +$800 +10 +67%
APA
437
American Portfolios Advisors
New York
$1.52K – – –
SWA
438
Sutton Wealth Advisors
Florida
$1.38K +$580 +8 +73%
Lazard Asset Management
439
Lazard Asset Management
New York
$1K -$213K -2,986 -100%
FHA
440
First Horizon Advisors
Tennessee
$1K -$43.1K -474 -98%
AAP
441
Arax Advisory Partners
Colorado
$1K – – –
HNB
442
Huntington National Bank
Ohio
$1K – – –
IFAM
443
Institutional & Family Asset Management
Colorado
$1K +$50 +1 +5%
TAIM
444
TD Ameritrade Investment Management
Nebraska
$1K +$1K +7 New
FMP
445
Financial Management Professionals
Texas
$1K +$1K +8 New
LAS
446
Lloyd Advisory Services
Georgia
$1K +$1K +12 New
DI
447
Disciplined Investments
Oklahoma
$1K +$1K +19 New
PCH
448
Polar Capital Holdings
United Kingdom
$602 – – –
TC
449
Tairen Capital
Hong Kong
– -$37.8M -553,185 Closed
BG
450
Bollard Group
Massachusetts
– -$23.8M -348,400 Closed
16 17
18
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