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Coherent

229 hedge funds and large institutions have $2.62B invested in Coherent in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

634% more call options, than puts

Call options by funds: $47.5M | Put options by funds: $6.47M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $2.08B → $2.62B (+$540M)

19.51% more ownership

Funds ownership: 205.05%224.56% (+20%)

7% more funds holding

Funds holding: 214229 (+15)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

Holders
229
Holders Change
+15
Holders Change %
+7.01%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
45
Increased
66
Reduced
87
Closed
30
Calls
$47.5M
Puts
$6.47M
Net Calls
+$41.1M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$92K +$87.7K +1,954 New
STA
202
Summit Trail Advisors
New York
$86K +$84K +1,870 New
SWP
203
Stratos Wealth Partners
Ohio
$83K +$79.7K +1,776 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$75K +$71.8K +1,600 New
II
205
Inspire Investing
Idaho
$59K +$56.8K +1,266 New
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.3K +$53.9K +1,200 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$51K
CFA
208
Carroll Financial Associates
North Carolina
$46K
WA
209
Winfield Associates
Ohio
$44K +$6.73K +150 +20%
SWA
210
Sutton Wealth Advisors
Florida
$34.1K
HNB
211
Huntington National Bank
Ohio
$33K +$31.1K +693 New
CAW
212
Cornerstone Advisors (Washington)
Washington
$28K
CCM
213
Cribstone Capital Management
Maine
$23K
TRCT
214
Tower Research Capital (TRC)
New York
$19K -$184K -4,092 -91%
FIB
215
First Interstate Bank
Montana
$19K
FWM
216
Focused Wealth Management
New York
$19K
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$16K +$5.43K +121 +55%
LJHT
218
Laurie J. Hall Trustee
$11K -$4.94K -110 -31%
VCM
219
Versant Capital Management
Arizona
$8K
GAM
220
Gemmer Asset Management
California
$7K
IA
221
IFP Advisors
Florida
$6K
Lazard Asset Management
222
Lazard Asset Management
New York
$5K
SWM
223
SeaCrest Wealth Management
New York
$5K +$4.31K +96 New
QCG
224
Quadrant Capital Group
Ohio
$2K
TWA
225
TCI Wealth Advisors
Arizona
$2K

COHR Hedge Fund Activity: Q4 2017 in Review

229 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2017, worth a combined $2.62B — up 26% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new COHR positions and 30 closed out — a net gain of 15 holders — while 66 added to existing stakes and 87 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $111M. The largest seller was Dimensional Fund Advisors, cutting an estimated $26.5M.

  • 229 institutional investors held Coherent (COHR) as of Q4 2017, up from 214 in Q3 2017.
  • Funds reported $2.62B of Coherent stock for Q4 2017, up 26% quarter-over-quarter.
  • 45 funds opened new Coherent positions in Q4 2017 and 30 closed out, a net change of +15 holders.
  • The largest Coherent buyer in Q4 2017 was Discovery Capital Management, an estimated $111M added.
  • The largest Coherent seller in Q4 2017 was Dimensional Fund Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2017.