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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 %
GRP
426
Global Retirement Partners
California
$139K -$100K -1,126 -42%
CF
427
Centaurus Financial
California
$135K +$135K +1,514 New
ACA
428
Atlas Capital Advisors
Wyoming
$133K +$79.8K +897 +149%
Nomura Asset Management
429
Nomura Asset Management
Japan
$119K +$49.3K +554 +71%
QCG
430
Quadrant Capital Group
Ohio
$113K +$53.1K +597 +89%
GGI
431
Godsey & Gibb Inc
Virginia
$96K – – –
PA
432
Parallel Advisors
California
$88.6K +$35.2K +396 +66%
IA
433
IFP Advisors
Florida
$86K +$4.18K +47 +5%
HEIP
434
Hudson Edge Investment Partners
New Jersey
$82.4K -$40.6K -457 -33%
SPIA
435
Steward Partners Investment Advisory
New York
$71.9K -$16.5K -186 -19%
KC
436
Knuff & Co
California
$71.1K +$8.89K +100 +14%
CWM
437
Compass Wealth Management
Connecticut
$69.4K -$35.6K -400 -34%
HFM
438
Harvest Fund Management
China
$68K -$122K -1,384 -64%
Jones Financial Companies
439
Jones Financial Companies
Missouri
$67.6K +$45.7K +509 +209%
NFA
440
Northwest Financial Advisors
Virginia
$66.7K +$66.7K +750 New
Twin Tree Management
441
Twin Tree Management
Texas
$63K +$63K +709 New
CFG
442
CKW Financial Group
Hawaii
$62K – – –
Daiwa Securities Group
443
Daiwa Securities Group
Japan
$62K +$62K +700 New
AA
444
Ancora Advisors
Ohio
$59.3K – – –
AAP
445
Arax Advisory Partners
Colorado
$57K – – –
FCMT
446
Founders Capital Management (Texas)
Texas
$53.3K – – –
SL
447
Salomon & Ludwin
Virginia
$52.7K +$7.38K +83 +16%
VCM
448
Versant Capital Management
Arizona
$48K +$5.34K +60 +13%
CFFP
449
Center for Financial Planning
Michigan
$44.5K – – –
EC
450
Elequin Capital
New York
$41.3K +$41.3K +464 New
16 17
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