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Coherent

531 hedge funds and large institutions have $12.6B invested in Coherent in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 61

52% more call options, than puts

Call options by funds: $467M | Put options by funds: $307M

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

27% more capital invested

Capital invested by funds: $9.94B → $12.6B (+$2.66B)

7% more funds holding

Funds holding: 496531 (+35)

2.68% more ownership

Funds ownership: 90.04%92.72% (+2.7%)

2% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 181

Holders
531
Holders Change
+35
Holders Change %
+7.06%
% of All Funds
7.62%
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
181
Closed
61
Calls
$467M
Puts
$307M
Net Calls
+$160M
Net Calls Change
+$81.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
501
Fortitude Family Office
Arizona
$3.56K +$2.99K +40 New
TCM
502
TruNorth Capital Management
Michigan
$3.11K +$2.62K +35 New
SIC
503
SJS Investment Consulting
Ohio
$3.02K +$299 +4 +13%
ATS
504
Ashton Thomas Securities
New York
$2.85K +$2.39K +32 New
ECM
505
Estabrook Capital Management
New York
$2.67K
HNB
506
Huntington National Bank
Ohio
$2.31K +$822 +11 +73%
GIA
507
GHP Investment Advisors
Colorado
$2.22K
WWM
508
Wolff Wiese Magana
California
$2.22K +$1.87K +25 New
AW
509
Avion Wealth
Texas
$2K +$523 +7 +44%
BIG
510
Brooklyn Investment Group
New York
$1.87K +$1.57K +21 New
TPCW
511
TD Private Client Wealth
New York
$1.87K +$299 +4 +24%
AssetMark Inc
512
AssetMark Inc
California
$1.78K -$2.62K -35 -64%
CA
513
Continuum Advisory
Idaho
$1.6K +$1.2K +16 New
FCM
514
Fourpath Capital Management
Oklahoma
$1.42K +$1.2K +16 New
BWL
515
Bogart Wealth LLC
Virginia
$1.33K
PFBT
516
Parkside Financial Bank & Trust
Missouri
$1.25K +$149 +2 +17%
FMP
517
Financial Management Professionals
Texas
$1K
BCH
518
Berkshire Capital Holdings
California
$889 -$6.41M -85,810 -100%
CA
519
Claris Advisors
Missouri
$889 +$747 +10 New
RIL
520
Rothschild Investment LLC
Illinois
$711 +$598 +8 New
CPG
521
Cornerstone Planning Group
New Jersey
$591 +$448 +6 New
RTC
522
Riverview Trust Company
Washington
$533 +$448 +6 New
RAM
523
Riggs Asset Management
Pennsylvania
$445 +$374 +5 New
IAIM
524
International Assets Investment Management
Florida
$423 +$2.81M +37,609 New
CJ
525
Caitlin John
Michigan
$411

COHR Hedge Fund Activity: Q3 2024 in Review

531 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q3 2024, worth a combined $12.6B — up 27% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new COHR positions and 61 closed out — a net gain of 37 holders — while 177 added to existing stakes and 181 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Dodge & Cox, cutting an estimated $252M.

  • 531 institutional investors held Coherent (COHR) as of Q3 2024, up from 496 in Q2 2024.
  • Funds reported $12.6B of Coherent stock for Q3 2024, up 27% quarter-over-quarter.
  • 98 funds opened new Coherent positions in Q3 2024 and 61 closed out, a net change of +37 holders.
  • The largest Coherent buyer in Q3 2024 was Fidelity Investments, an estimated $245M added.
  • The largest Coherent seller in Q3 2024 was Dodge & Cox, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2024.