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Coherent

420 hedge funds and large institutions have $4.19B invested in Coherent in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 213 increasing their positions, 81 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 81

10% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $71.4M

6% less funds holding

Funds holding: 448420 (-28)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less capital invested

Capital invested by funds: $5.66B → $4.19B (-$1.46B)

27% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 88

355.12% less ownership

Funds ownership: 447.29%92.17% (-355%)

Holders
420
Holders Change
-28
Holders Change %
-6.25%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
213
Reduced
81
Closed
88
Calls
$78.5M
Puts
$71.4M
Net Calls
+$7.08M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Profund Advisors
Maryland
-$222K -4,353 Closed
RSWM
477
Robertson Stephens Wealth Management
California
-$212K -4,164 Closed
CIBC Asset Management
478
CIBC Asset Management
Ontario, Canada
-$210K -4,126 Closed
Allspring Global Investments
479
Allspring Global Investments
North Carolina
-$207K -4,077 Closed
VAS
480
Vestmark Advisory Solutions
Massachusetts
-$208K -4,075 Closed
OCM
481
Orion Capital Management
California
-$198K -3,880 Closed
BAM
482
Belpointe Asset Management
Nevada
-$126K -2,489 Closed
CT
483
Cambridge Trust
Massachusetts
-$33K -650 Closed
William Blair & Company
484
William Blair & Company
Illinois
-$23K -450 Closed
CFGS
485
Concourse Financial Group Securities
Alabama
-$12.3K -256 -95%
SWM
486
Spire Wealth Management
Virginia
-$12K -238 Closed
CA
487
CoreCap Advisors
Michigan
-$12K -227 Closed
MCM
488
Manchester Capital Management
Vermont
-$10K -198 Closed
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -94 Closed
UB
490
UMB Bank
Missouri
-$3K -68 Closed
VVP
491
Venture Visionary Partners
Ohio
-$3.16K -62 Closed
SSG
492
Summit Securities Group
New York
-$3K -60 Closed
LWANC
493
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3K -50 Closed
SFG
494
Steward Financial Group
Texas
-$2K -50 Closed
TF
495
Tompkins Financial
New York
-$3K -50 Closed
RG
496
Retirement Group
California
-$1.92K -40 -80%
CWP
497
Concord Wealth Partners
Virginia
-$2K -36 Closed
HF
498
Halpern Financial
Virginia
-$1.78K -35 Closed
TAIM
499
TD Ameritrade Investment Management
Nebraska
-$2K -34 Closed
EWA
500
EverSource Wealth Advisors
Alabama
-$1.49K -31 -79%

COHR Hedge Fund Activity: Q3 2022 in Review

420 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q3 2022, worth a combined $4.19B — down 26% from $5.66B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of COHR and 64 opened new positions — a net loss of 24 holders — while 81 trimmed existing stakes and 213 added.

The largest buyer was Dodge & Cox, adding an estimated $283M. The largest seller was Wellington Management Group, cutting an estimated $92.4M.

  • 420 institutional investors held Coherent (COHR) as of Q3 2022, down from 448 in Q2 2022.
  • Funds reported $4.19B of Coherent stock for Q3 2022, down 26% quarter-over-quarter.
  • 64 funds opened new Coherent positions in Q3 2022 and 88 closed out, a net change of -24 holders.
  • The largest Coherent buyer in Q3 2022 was Dodge & Cox, an estimated $283M added.
  • The largest Coherent seller in Q3 2022 was Wellington Management Group, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2022.