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Coherent
COHR

Overview Fund Activity

267 hedge funds and large institutions have $2.62B invested in Coherent in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-21
Holders Change %
-7.29%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
29
Increased
90
Reduced
84
Closed
47
Calls
$25.3M
Puts
$28.1M
Net Calls
-$2.81M
Net Calls Change
+$5.74M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$192M
2
Franklin Resources
Franklin Resources
California
+$38.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.1M
4
WRF
Waddell & Reed Financial
Kansas
+$27.7M
5
RS
Robeco Schweiz
Switzerland
+$23.1M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$54.3M
2
IAM
Iridian Asset Management
Connecticut
-$15.2M
3
Goldman Sachs
Goldman Sachs
New York
-$12.5M
4
BlackRock
BlackRock
New York
-$9.95M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
201
PEAK6 Investments
Illinois
$102K -$1.03M -36,157 -91%
FMT
202
First Mercantile Trust
Tennessee
$75K -$6.48K -228 -8%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$71K -$472K -18,881 -87%
SFS
204
Sowell Financial Services
Arkansas
$69K +$69K +2,416 New
Group One Trading
205
Group One Trading
Illinois
$60K -$1.37M -47,722 -96%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$58K +$686 +24 +1%
IA
207
IFP Advisors
Florida
$47K +$46.7K +1,609 +14,627%
CFFP
208
Center for Financial Planning
Michigan
$29K – – –
LFG
209
Larson Financial Group
Missouri
$29K +$29K +1,000 New
QT
210
Quantbot Technologies
New York
$29K +$29K +1,027 New
CFA
211
Carroll Financial Associates
North Carolina
$28K – – –
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$25K – – –
BFEC
213
Benjamin F. Edwards & Company
Missouri
$24K – – –
GRP
214
Global Retirement Partners
California
$23K -$5.84K -205 -20%
HIA
215
Harbor Investment Advisory
Maryland
$16K +$16K +572 New
TIM
216
Tortoise Investment Management
New York
$14K – – –
SPIA
217
Steward Partners Investment Advisory
New York
$11K -$4.13K -150 -27%
CCM
218
Covington Capital Management
California
$11K – – –
FWM
219
Focused Wealth Management
New York
$11K – – –
IRC
220
Investors Research Corp
Georgia
$10K – – –
VFA
221
Valeo Financial Advisors
Indiana
$9K +$8.59K +290 +2,071%
William Blair & Company
222
William Blair & Company
Illinois
$8K – – –
RAM
223
Riggs Asset Management
Pennsylvania
$8K +$208 +8 +3%
SFM
224
Systematic Financial Management
New Jersey
$7K – – –
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
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9
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