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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 %
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$11.5K -$17.2K -194 -60%
SWA
477
SOA Wealth Advisors
New York
$10.8K – – –
HI
478
Harbour Investments
Wisconsin
$9.87K +$978 +11 +11%
M
479
MOTCO
Texas
$8.89K – – –
PFC
480
Phocas Financial Corp
California
$8.5K -$5.28K -59,363 -38%
JWA
481
JFS Wealth Advisors
Pennsylvania
$8.18K +$445 +5 +6%
AFWM
482
Abich Financial Wealth Management
Virginia
$8K +$4.53K +51 +131%
SIS
483
Sound Income Strategies
Florida
$7.38K – – –
CPA
484
Capital Performance Advisors
California
$7.02K +$7.02K +79 New
HWM
485
Hemington Wealth Management
Virginia
$7K +$7K +77 New
VWM
486
Venturi Wealth Management
Texas
$6.94K +$6.94K +78 New
SWM
487
Sugarloaf Wealth Management
Georgia
$6.67K -$31.1K -350 -82%
MG
488
Mather Group
Illinois
$6.58K – – –
PWMG
489
Private Wealth Management Group
New Jersey
$6.49K – – –
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.78K – – –
LIS
491
Legacy Investment Solutions
Idaho
$5.24K +$5.24K +51 New
LWMI
492
Legacy Wealth Management (Idaho)
Idaho
$5.24K +$5.24K +51 New
PS
493
Principal Securities
Iowa
$4.8K +$4.8K +54 New
AIC
494
Archer Investment Corporation
Indiana
$4.62K +$1.07K +12 +30%
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$4.45K – – –
S
496
Sachetta
Massachusetts
$4.09K +$2.85K +32 +229%
GM
497
GeoWealth Management
Illinois
$4K +$4K +45 New
HC
498
Hoese & Co
Minnesota
$3.91K +$3.91K +44 New
FFO
499
Fortitude Family Office
Arizona
$3.56K +$3.56K +40 New
TCM
500
TruNorth Capital Management
Michigan
$3.11K +$3.11K +35 New
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