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Coherent
COHR

Overview Fund Activity

447 hedge funds and large institutions have $5.66B invested in Coherent in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.56%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
60
Increased
143
Reduced
142
Closed
57
Calls
$125M
Puts
$158M
Net Calls
-$33.7M
Net Calls Change
+$68.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$225M
2
Millennium Management
Millennium Management
New York
+$38.9M
3
American Century Companies
American Century Companies
Missouri
+$17M
4
Citadel Advisors
Citadel Advisors
Florida
+$16.9M
5
Franklin Resources
Franklin Resources
California
+$16.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$133M
2
BlackRock
BlackRock
New York
-$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.3M
4
FCM
Frontier Capital Management
Massachusetts
-$38.4M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
426
Rise Advisors
New York
$2K – – –
MAM
427
Meeder Asset Management
Ohio
$2K +$936 +22 +88%
TAIM
428
TD Ameritrade Investment Management
Nebraska
$2K +$1.59K +27 +386%
LWA
429
Lowe Wealth Advisors
Maryland
$2K +$2K +30 New
PFBT
430
Parkside Financial Bank & Trust
Missouri
$2K +$2K +32 New
SFG
431
Steward Financial Group
Texas
$2K +$2K +50 New
HF
432
Halpern Financial
Virginia
$1.78K +$1.78K +35 New
WIM
433
Westside Investment Management
California
$1.4K -$39 -771 -3%
Bank of Montreal
434
Bank of Montreal
Ontario, Canada
$1.08K -$80 -1,270 -7%
FPS
435
Fieldpoint Private Securities
Connecticut
$1K -$190 -4 -16%
IFAM
436
Institutional & Family Asset Management
Colorado
$1K – – –
PCG
437
Private Capital Group
Connecticut
$1K – – –
DI
438
Disciplined Investments
Oklahoma
$1K +$208 +5 +26%
BTI
439
Blue Trust Inc
Georgia
$1K +$1K +11 New
HR
440
Howe & Rusling
New York
$1K +$1K +25 New
SWA
441
Sutton Wealth Advisors
Florida
$510 -$459 -9 -47%
PCH
442
Polar Capital Holdings
United Kingdom
$361 -$63 -1,235 -15%
BPC
443
Banque Pictet & Cie
Switzerland
$255 – – –
LCG
444
Lisanti Capital Growth
New York
– -$12.7M -175,662 Closed
GJL
445
Gendell Jeffrey L
– -$6.13M -84,562 Closed
TCM
446
Tegean Capital Management
New York
– -$5.8M -80,000 Closed
PAM
447
Panagora Asset Management
Massachusetts
– -$4.76M -65,606 Closed
M
448
Murchinson
Ontario, Canada
– -$3.63M -50,000 Closed
AAM
449
Azzad Asset Management
Virginia
– -$2.71M -37,388 Closed
BHA
450
Beech Hill Advisors
New York
– -$2.53M -34,940 Closed
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