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Coherent
COHR

Overview Fund Activity

396 hedge funds and large institutions have $4.17B invested in Coherent in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-13
Holders Change %
-3.18%
% of All Funds
6.31%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.13%
New
67
Increased
136
Reduced
126
Closed
77
Calls
$196M
Puts
$93.1M
Net Calls
+$103M
Net Calls Change
-$77.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$115M
2
Millennium Management
Millennium Management
New York
+$39.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$36.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$32.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$27.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$110M
2
CCM
Channing Capital Management
Illinois
-$48.7M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$47.2M
4
TC
Tairen Capital
Hong Kong
-$44.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
426
Carnegie Investment Counsel
Ohio
– -$321K -6,289 Closed
E
427
Ergoteles
New York
– -$320K -6,279 Closed
AT
428
American Trust
Kentucky
– -$307K -6,021 Closed
CWS
429
Confluence Wealth Services
Pennsylvania
– -$288K -5,653 Closed
PL
430
Parthenon LLC
Kentucky
– -$283K -5,550 Closed
DC
431
Dantai Capital
Hong Kong
– -$280K -5,500 Closed
TI
432
Tidal Investments
Wisconsin
– -$278K -5,445 Closed
CCM
433
Coldstream Capital Management
Washington
– -$275K -5,385 Closed
CPIG
434
Chicago Partners Investment Group
Illinois
– -$243K -5,280 Closed
AP
435
AtonRa Partners
Switzerland
– -$267K -5,241 Closed
CAN
436
Cetera Advisor Networks
California
– -$260K -5,096 Closed
CICI
437
Capital Investment Counsel Inc
North Carolina
– -$258K -5,057 Closed
MWM
438
Mission Wealth Management
California
– -$255K -5,006 Closed
SDWIA
439
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$250K -4,900 Closed
HA
440
Herold Advisors
New York
– -$237K -4,644 Closed
SWA
441
Stratos Wealth Advisors
Ohio
– -$236K -4,628 Closed
SCM
442
SKBA Capital Management
California
– -$235K -4,610 Closed
WWM
443
Western Wealth Management
Colorado
– -$234K -4,593 Closed
I
444
InceptionR
California
– -$233K -4,572 Closed
Mercer Global Advisors
445
Mercer Global Advisors
Colorado
– -$232K -4,547 Closed
JF
446
Jump Financial
Illinois
– -$229K -4,500 Closed
CIBC Asset Management
447
CIBC Asset Management
Ontario, Canada
– -$229K -4,491 Closed
HIG
448
Heritage Investment Group
Florida
– -$225K -4,408 Closed
GSIS
449
Global Strategic Investment Solutions
Arizona
– -$225K -4,404 Closed
PWMAG
450
Pinnacle Wealth Management Advisory Group
New Jersey
– -$223K -4,375 Closed
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