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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
ECM
601
Estabrook Capital Management
New York
$2.84K
VHAM
602
Van Hulzen Asset Management
California
$2.84K +$3K +30 New
AWM
603
Avior Wealth Management
Nebraska
$2.65K +$2.8K +28 New
WWM
604
Wolff Wiese Magana
California
$2.37K
AW
605
Avion Wealth
Texas
$2K
TPCW
606
TD Private Client Wealth
New York
$1.99K
CA
607
Continuum Advisory
Idaho
$1.52K
BWL
608
Bogart Wealth LLC
Virginia
$1.42K
PFBT
609
Parkside Financial Bank & Trust
Missouri
$1.33K
VWWMG
610
Vermillion & White Wealth Management Group
Pennsylvania
$1.33K
WA
611
Whipplewood Advisors
Colorado
$1.33K +$1.4K +14 New
SAM
612
Synergy Asset Management
Washington
$1.07K +$1.2K +12 New
BCH
613
Berkshire Capital Holdings
California
$947
CSWM
614
Cassady Schiller Wealth Management
Ohio
$853 +$900 +9 New
GFPC
615
Global Financial Private Client
Florida
$853 +$900 +9 New
FMP
616
Financial Management Professionals
Texas
$758
HCP
617
Hexagon Capital Partners
Arkansas
$758 +$800 +8 New
TWD
618
True Wealth Design
Ohio
$569 +$600 +6 New
RTC
619
Riverview Trust Company
Washington
$568
CPG
620
Cornerstone Planning Group
New Jersey
$488
RAM
621
Riggs Asset Management
Pennsylvania
$475
HI
622
Hoey Investments
Pennsylvania
$379 -$49.6K -496 -99%
PWM
623
Parkworth Wealth Management
California
$379 +$400 +4 New
PWA
624
Principia Wealth Advisory
Texas
$379 +$400 +4 New
AAP
625
Arax Advisory Partners
Colorado
$285 -$63.8K -638 -100%

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.