We are live on ! Find out more
COHR icon

Coherent

135 hedge funds and large institutions have $728M invested in Coherent in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

10% less capital invested

Capital invested by funds: $808M → $728M (-$79.1M)

10% less funds holding

Funds holding: 150135 (-15)

52% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 29

70% less call options, than puts

Call options by funds: $83K | Put options by funds: $281K

Holders
135
Holders Change
-15
Holders Change %
-10%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
47
Reduced
49
Closed
29
Calls
$83K
Puts
$281K
Net Calls
-$198K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.4M +$521K +32,373 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.1M +$4.47M +277,743 +8%
SCM
3
Sterling Capital Management
North Carolina
$57.1M +$57.4M +3,565,806 +2,595%
BFA
4
BlackRock Fund Advisors
California
$45.1M +$89.5K +5,558 +0.2%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$44.4M +$4.08M +253,360 +10%
CWAM
6
Columbia Wanger Asset Management
Illinois
$39.6M -$48.2M -2,991,000 -54%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$29.9M +$4.08M +253,360 +15%
BIT
8
BlackRock Institutional Trust
California
$29.2M -$287K -17,795 -0.9%
FWIA
9
Fort Washington Investment Advisors
Ohio
$23.2M +$1.33M +82,452 +6%
BTW
10
Boston Trust Walden
Massachusetts
$20.1M -$343K -21,324 -2%
ICOM
11
Investment Counselors of Maryland
Maryland
$19.4M
Ameriprise
12
Ameriprise
Minnesota
$18.9M -$4.6M -285,850 -19%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$18.4M +$1.44M +89,356 +8%
State Street
14
State Street
Massachusetts
$17.7M -$125K -7,775 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.3M +$1.25M +77,936 +8%
RA
16
Royce & Associates
New York
$15.2M +$8.25M +512,500 +108%
RB
17
Rodgers Brothers
Pennsylvania
$12M +$357K +22,200 +3%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$11.8M +$4.88M +302,852 +66%
Northern Trust
19
Northern Trust
Illinois
$11.2M -$301K -18,711 -3%
GIM
20
Granahan Investment Management
Massachusetts
$9.88M +$8.25M +512,300 +399%
SAM
21
Sentinel Asset Management
Vermont
$9.15M +$1.21M +75,090 +14%
Norges Bank
22
Norges Bank
Norway
$8.67M
NIM
23
Needham Investment Management
New York
$7.31M +$652K +40,500 +9%
Charles Schwab
24
Charles Schwab
California
$6.59M +$69.1K +4,292 +1%
PCM
25
Penn Capital Management
Pennsylvania
$6.48M +$679K +42,161 +11%

COHR Hedge Fund Activity: Q1 2014 in Review

135 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2014, worth a combined $728M — down 9.8% from $808M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of COHR and 14 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was Sterling Capital Management, adding an estimated $57.4M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $48.2M.

  • 135 institutional investors held Coherent (COHR) as of Q1 2014, down from 150 in Q4 2013.
  • Funds reported $728M of Coherent stock for Q1 2014, down 9.8% quarter-over-quarter.
  • 14 funds opened new Coherent positions in Q1 2014 and 29 closed out, a net change of -15 holders.
  • The largest Coherent buyer in Q1 2014 was Sterling Capital Management, an estimated $57.4M added.
  • The largest Coherent seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2014.