Coherent
COHR
436 hedge funds and large institutions have $6.67B invested in Coherent in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 52 closing their positions.
100% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 52
22% more call options, than puts
Call options by funds: $133M | Put options by funds: $109M
12% more funds holding
Funds holding: 390 → 436 (+46)
7.5% less ownership
Funds ownership: 407.6% → 400.1% (-7.5%)
11% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 141
12% less capital invested
Capital invested by funds: $7.55B → $6.67B (-$878M)
46% less funds holding in top 10
Funds holding in top 10: 13 → 7 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$109M |
| 2 |
JP Morgan Chase
New York
|
+$93.2M |
| 3 |
BlackRock
New York
|
+$55.5M |
| 4 |
AM
Atreides Management
Boston,
Massachusetts
|
+$48.5M |
| 5 |
Renaissance Technologies
New York
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$303M |
| 2 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$153M |
| 3 |
Neuberger Berman Group
New York
|
-$145M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$52.9M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$38.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Bessemer Group
Woodbridge,
New Jersey
| – | -$19K | -252 | Closed |
|
|
FCH
477
Freestone Capital Holdings
Seattle,
Washington
| – | -$15.2K | -200 | Closed |
|
|
PFO
478
Pathstone Family Office
Englewood,
New Jersey
| – | -$15K | -200 | Closed |
|
|
BDWM
479
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| – | -$11K | -145 | Closed |
|
|
BSSFA
480
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$7K | -100 | Closed |
|
|
VCG
481
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$4K | -54 | Closed |
|
|
ICP
482
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$3K | -45 | Closed |
|
|
AP
483
Arlington Partners
Birmingham,
Alabama
| – | -$1K | -13 | Closed |
|
|
M1FG
484
Mach-1 Financial Group
Rogers,
Arkansas
| – | +$82 | +1 | New |
|
|
GWS
485
Glassman Wealth Services
Vienna,
Virginia
| – | +$246 | +3 | +75% |
|
COHR Hedge Fund Activity: Q1 2021 in Review
436 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2021, worth a combined $6.67B — down 12% from $7.55B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new COHR positions and 52 closed out — a net gain of 52 holders — while 125 added to existing stakes and 141 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $303M.
- 436 institutional investors held Coherent (COHR) as of Q1 2021, up from 390 in Q4 2020.
- Funds reported $6.67B of Coherent stock for Q1 2021, down 12% quarter-over-quarter.
- 104 funds opened new Coherent positions in Q1 2021 and 52 closed out, a net change of +52 holders.
- The largest Coherent buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $109M added.
- The largest Coherent seller in Q1 2021 was Fidelity Investments, an estimated $303M sold.
Based on aggregated 13F filings for Q1 2021.