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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 %
SIC
501
SJS Investment Consulting
Ohio
$3.02K +$356 +4 +13%
ATS
502
Ashton Thomas Securities
New York
$2.85K +$2.85K +32 New
ECM
503
Estabrook Capital Management
New York
$2.67K – – –
HNB
504
Huntington National Bank
Ohio
$2.31K +$978 +11 +73%
GIA
505
GHP Investment Advisors
Colorado
$2.22K – – –
WWM
506
Wolff Wiese Magana
California
$2.22K +$2.22K +25 New
AW
507
Avion Wealth
Texas
$2K +$609 +7 +44%
BIG
508
Brooklyn Investment Group
New York
$1.87K +$1.87K +21 New
TPCW
509
TD Private Client Wealth
New York
$1.87K +$356 +4 +24%
AssetMark Inc
510
AssetMark Inc
California
$1.78K -$3.11K -35 -64%
CA
511
Continuum Advisory
Idaho
$1.6K +$1.6K +16 New
FCM
512
Fourpath Capital Management
Oklahoma
$1.42K +$1.42K +16 New
BWL
513
Bogart Wealth LLC
Virginia
$1.33K – – –
PFBT
514
Parkside Financial Bank & Trust
Missouri
$1.25K +$178 +2 +17%
FMP
515
Financial Management Professionals
Texas
$1K – – –
BCH
516
Berkshire Capital Holdings
California
$889 -$7.63M -85,810 -100%
CA
517
Claris Advisors
Missouri
$889 +$889 +10 New
RIL
518
Rothschild Investment LLC
Illinois
$711 +$711 +8 New
CPG
519
Cornerstone Planning Group
New Jersey
$591 +$591 +6 New
RTC
520
Riverview Trust Company
Washington
$533 +$533 +6 New
RAM
521
Riggs Asset Management
Pennsylvania
$445 +$445 +5 New
IAIM
522
International Assets Investment Management
Florida
$423 +$423 +37,609 New
CJ
523
Caitlin John
Michigan
$411 – – –
FPFS
524
First Personal Financial Services
North Carolina
$356 +$356 +4 New
VWWMG
525
Vermillion & White Wealth Management Group
Pennsylvania
$124 +$124 +14 New
19 20
21
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