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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 %
RA
451
Rise Advisors
New York
$40.6K – – –
WWP
452
WR Wealth Planners
Missouri
$39.9K -$53.3K -600 -57%
AF
453
Advisornet Financial
Minnesota
$39.7K – – –
UB
454
UMB Bank
Missouri
$38.3K +$31.7K +356 +475%
LC
455
Lindbrook Capital
California
$37.1K +$13.1K +147 +54%
TSMHT
456
Thurston Springer Miller Herd & Titak
Indiana
$36.9K – – –
HI
457
Hoey Investments
Pennsylvania
$36.2K – – –
PCM
458
Peregrine Capital Management
Minnesota
$35.6K – – –
WTC
459
WhitTier Trust Company
Nevada
$35.6K -$8.89K -100 -20%
C
460
Covestor
United Kingdom
$29K -$101K -1,146 -78%
Allspring Global Investments
461
Allspring Global Investments
North Carolina
$28.5K -$6.76K -76 -19%
NC
462
nVerses Capital
Florida
$26.7K +$26.7K +300 New
PP
463
PFS Partners
New Jersey
$26.1K – – –
FIA
464
FNY Investment Advisers
New York
$26K -$13.9K -158 -35%
SAM
465
Smartleaf Asset Management
Massachusetts
$22.3K +$7.64K +85 +52%
EWA
466
EverSource Wealth Advisors
Alabama
$20.5K +$3.2K +36 +18%
BIA
467
Bell Investment Advisors
California
$20.3K +$3.2K +36 +19%
ACM
468
Accent Capital Management
Ohio
$20.2K +$20.2K +227 New
BTI
469
Blue Trust Inc
Georgia
$20.1K -$362 -5 -2%
TFA
470
Toth Financial Advisory
Virginia
$17.8K – – –
CB
471
Community Bank
New York
$17.8K – – –
MA
472
MCF Advisors
Kentucky
$14.8K +$267 +3 +2%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$12.3K +$1.78K +20 +17%
AF
474
Allworth Financial
California
$12.2K +$1.51K +17 +14%
Bessemer Group
475
Bessemer Group
New Jersey
$12K +$3.64K +41 +44%
17 18
19
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