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Coherent

629 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 45

50% more call options, than puts

Call options by funds: $392M | Put options by funds: $261M

18% more funds holding

Funds holding: 531629 (+98)

7% more capital invested

Capital invested by funds: $12.6B → $13.5B (+$907M)

0.53% less ownership

Funds ownership: 92.72%92.19% (-0.53%)

20% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 216

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
629
Holders Change
+98
Holders Change %
+18.46%
% of All Funds
8.28%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
154
Increased
172
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Washington Trust
Rhode Island
$18.1K +$19.1K +191 New
HGERS
552
Householder Group Estate & Retirement Specialist
Arizona
$18K +$19.6K +196 New
SC
553
SouthState Corp
Florida
$16.3K +$17.2K +172 New
MA
554
MCF Advisors
Kentucky
$15.8K
CTC
555
Central Trust Company
Missouri
$14.6K +$15.4K +154 New
PS
556
Principal Securities
Iowa
$14.2K +$9.61K +96 +178%
OP
557
ORG Partners
Indiana
$14.2K +$15K +150 New
MG
558
Mather Group
Illinois
$14.1K +$7.5K +75 +101%
MTC
559
Matrix Trust Company
Colorado
$13K +$13.8K +138 New
Amundi
560
Amundi
France
$12.5K -$1.36M -13,627 -99%
NC
561
NewSquare Capital
Pennsylvania
$12.3K +$13K +130 New
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$12.1K
SWA
563
SOA Wealth Advisors
New York
$11.5K
HI
564
Harbour Investments
Wisconsin
$11.5K +$1K +10 +9%
MEG
565
Millstone Evans Group
Colorado
$11.5K +$12.1K +121 New
FDW
566
Fourth Dimension Wealth
Ohio
$11.4K +$12K +120 New
VWM
567
Venturi Wealth Management
Texas
$11K +$3.8K +38 +49%
HWM
568
Hemington Wealth Management
Virginia
$10K +$3.8K +38 +49%
ACM
569
Accent Capital Management
Ohio
$9.47K -$12.7K -127 -56%
LDB
570
Lee, Danner & Bass
Tennessee
$9.47K +$10K +100 New
PWMG
571
Prestige Wealth Management Group
New Jersey
$9.47K +$10K +100 New
JWA
572
JFS Wealth Advisors
Pennsylvania
$9.28K +$600 +6 +7%
Fuller & Thaler Asset Management
573
Fuller & Thaler Asset Management
California
$8.05K +$8.5K +85 New
SIS
574
Sound Income Strategies
Florida
$7.86K
CJ
575
Caitlin John
Michigan
$7.48K +$7.5K +75 +1,875%

COHR Hedge Fund Activity: Q4 2024 in Review

629 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2024, worth a combined $13.5B — up 7.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new COHR positions and 45 closed out — a net gain of 109 holders — while 172 added to existing stakes and 216 trimmed.

The largest buyer was BlackRock, adding an estimated $351M. The largest seller was Wellington Management Group, cutting an estimated $213M.

  • 629 institutional investors held Coherent (COHR) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $13.5B of Coherent stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 154 funds opened new Coherent positions in Q4 2024 and 45 closed out, a net change of +109 holders.
  • The largest Coherent buyer in Q4 2024 was BlackRock, an estimated $351M added.
  • The largest Coherent seller in Q4 2024 was Wellington Management Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.