We are live on ! Find out more
COHR icon

Coherent

629 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 45

50% more call options, than puts

Call options by funds: $392M | Put options by funds: $261M

18% more funds holding

Funds holding: 531629 (+98)

7% more capital invested

Capital invested by funds: $12.6B → $13.5B (+$907M)

0.53% less ownership

Funds ownership: 92.72%92.19% (-0.53%)

20% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 216

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
629
Holders Change
+98
Holders Change %
+18.46%
% of All Funds
8.28%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
154
Increased
172
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
OneDigital Investment Advisors
Kansas
$289K +$4.7K +47 +2%
LWM
452
Lyell Wealth Management
California
$284K
PWMAG
453
Pinnacle Wealth Management Advisory Group
New Jersey
$283K -$37K -370 -11%
MAM
454
Morse Asset Management
Connecticut
$282K +$47.5K +475 +19%
NW
455
NewEdge Wealth
Pennsylvania
$275K -$20.5K -205 -7%
EH
456
Equitable Holdings
New York
$272K
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$272K -$51.6K -516 -15%
CAM
458
Claret Asset Management
Quebec, Canada
$272K +$1.9K +19 +0.7%
HA
459
Herold Advisors
New York
$271K
BWG
460
Balanced Wealth Group
Ohio
$260K
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$259K -$3.3K -33 -1%
GI
462
GAMMA Investing
California
$258K +$47.1K +471 +21%
SP
463
Sherman Porfolios
Idaho
$257K +$272K +2,718 New
Connor, Clark & Lunn Investment Management (CC&L)
464
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K +$271K +2,713 New
MML Investors Services
465
MML Investors Services
Massachusetts
$257K +$272K +2,714 New
QCM
466
QRG Capital Management
Illinois
$255K +$41.8K +418 +18%
A
467
AlphaQuest
New York
$254K +$268K +2,679 New
AF
468
Atala Financial
California
$253K +$267K +2,669 New
PWPS
469
Pinnacle Wealth Planning Services
Ohio
$252K +$4K +40 +2%
SOW
470
State of Wyoming
Wyoming
$251K -$100K -1,004 -27%
PCA
471
Pallas Capital Advisors
Massachusetts
$250K +$400 +4 +0.2%
SCP
472
Sender Company & Partners
New York
$242K +$255K +2,550 New
SG Americas Securities
473
SG Americas Securities
New York
$240K +$47.9K +479 +23%
WPC
474
White Pine Capital
Minnesota
$239K -$800 -8 -0.3%
CIM
475
CIM Investment Management
Pennsylvania
$237K

COHR Hedge Fund Activity: Q4 2024 in Review

629 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2024, worth a combined $13.5B — up 7.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new COHR positions and 45 closed out — a net gain of 109 holders — while 172 added to existing stakes and 216 trimmed.

The largest buyer was BlackRock, adding an estimated $351M. The largest seller was Wellington Management Group, cutting an estimated $213M.

  • 629 institutional investors held Coherent (COHR) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $13.5B of Coherent stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 154 funds opened new Coherent positions in Q4 2024 and 45 closed out, a net change of +109 holders.
  • The largest Coherent buyer in Q4 2024 was BlackRock, an estimated $351M added.
  • The largest Coherent seller in Q4 2024 was Wellington Management Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.