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Coherent

448 hedge funds and large institutions have $5.66B invested in Coherent in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 57

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

1% less funds holding

Funds holding: 454448 (-6)

5.87% less ownership

Funds ownership: 453.16%447.29% (-5.9%)

21% less call options, than puts

Call options by funds: $125M | Put options by funds: $158M

28% less capital invested

Capital invested by funds: $7.81B → $5.66B (-$2.15B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
448
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.55%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
60
Increased
143
Reduced
142
Closed
57
Calls
$125M
Puts
$158M
Net Calls
-$33.7M
Net Calls Change
+$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
V
476
Veritable
Delaware
-$233K -3,219 Closed
CCIA
477
Cherry Creek Investment Advisors
Colorado
-$226K -3,120 Closed
Mercer Global Advisors
478
Mercer Global Advisors
Colorado
-$220K -3,037 Closed
FHC
479
First Heartland Consultants
Missouri
-$217K -3,007 Closed
RHJA
480
Rice Hall James & Associates
California
-$215K -2,965 Closed
CIC
481
Carnegie Investment Counsel
Ohio
-$207K -2,851 Closed
BB
482
Busey Bank
Illinois
-$202K -2,789 Closed
Pacer Advisors
483
Pacer Advisors
Pennsylvania
-$202K -2,784 Closed
Parallax Volatility Advisers
484
Parallax Volatility Advisers
California
-$171K -2,364 Closed
FAG
485
Fortitude Advisory Group
Washington
-$69K -950 Closed
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
-$43.5K -600 Closed
RBC
487
Roble Belko & Company
Pennsylvania
-$28K -389 Closed
GAM
488
Gemmer Asset Management
California
-$25K -351 Closed
TCM
489
Tradewinds Capital Management
Washington
-$24K -328 Closed
BFC
490
Bedel Financial Consulting
Indiana
-$10K -142 Closed
CMBA
491
C.M. Bidwell & Associates
Hawaii
-$5K -75 Closed
BWM
492
Baystate Wealth Management
Massachusetts
-$4K -60 Closed
CI
493
Cordant Inc
Oregon
-$3K -46 Closed
APA
494
American Portfolios Advisors
New York
-$1.52K -21 Closed
HNB
495
Huntington National Bank
Ohio
-$1K -20 Closed
LAS
496
Lloyd Advisory Services
Georgia
-$1K -12 Closed
AAP
497
Arax Advisory Partners
Colorado
-$1K -8 Closed
FMP
498
Financial Management Professionals
Texas
-$1K -8 Closed
AWM
499
Accel Wealth Management
Iowa
+$61 +1 New
DFCM
500
Dark Forest Capital Management
Puerto Rico
+$183 +3 New

COHR Hedge Fund Activity: Q2 2022 in Review

448 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q2 2022, worth a combined $5.66B — down 28% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new COHR positions and 57 closed out — a net gain of 3 holders — while 143 added to existing stakes and 142 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $269M. The largest seller was Wellington Management Group, cutting an estimated $159M.

  • 448 institutional investors held Coherent (COHR) as of Q2 2022, down from 454 in Q1 2022.
  • Funds reported $5.66B of Coherent stock for Q2 2022, down 28% quarter-over-quarter.
  • 60 funds opened new Coherent positions in Q2 2022 and 57 closed out, a net change of +3 holders.
  • The largest Coherent buyer in Q2 2022 was Dodge & Cox, an estimated $269M added.
  • The largest Coherent seller in Q2 2022 was Wellington Management Group, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2022.