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Coherent

436 hedge funds and large institutions have $6.67B invested in Coherent in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 52

22% more call options, than puts

Call options by funds: $133M | Put options by funds: $109M

12% more funds holding

Funds holding: 390436 (+46)

7.5% less ownership

Funds ownership: 407.6%400.1% (-7.5%)

11% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 141

12% less capital invested

Capital invested by funds: $7.55B → $6.67B (-$878M)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
436
Holders Change
+46
Holders Change %
+11.79%
% of All Funds
7.65%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.12%
New
104
Increased
125
Reduced
141
Closed
52
Calls
$133M
Puts
$109M
Net Calls
+$24.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$859M +$55.5M +676,579 +6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$830M -$2.89M -35,217 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$698M +$26M +317,222 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$554M -$303M -3,695,660 -31%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$282M +$109M +1,325,341 +47%
State Street
6
State Street
Massachusetts
$211M -$3.97M -48,401 -2%
WRF
7
Waddell & Reed Financial
Kansas
$166M +$26.3M +321,014 +15%
AllianceBernstein
8
AllianceBernstein
Tennessee
$123M -$19.3M -234,901 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$122M +$15M +182,267 +11%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$115M -$145M -1,764,937 -51%
Northern Trust
11
Northern Trust
Illinois
$105M -$290K -3,529 -0.2%
Invesco
12
Invesco
Georgia
$104M +$11.8M +144,319 +10%
Macquarie Group
13
Macquarie Group
Australia
$96.5M -$22.4M -272,467 -16%
JP Morgan Chase
14
JP Morgan Chase
New York
$94.1M +$93.2M +1,135,325 +472%
Norges Bank
15
Norges Bank
Norway
$77M -$6.24M -76,000 -6%
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$74.4M -$11.6M -141,120 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$74.1M -$6.38M -77,734 -7%
EAM
18
Eagle Asset Management
Florida
$63.6M +$5.48M +66,764 +8%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.3M -$38.9M -474,093 -34%
American Century Companies
20
American Century Companies
Missouri
$60.5M +$341K +4,158 +0.5%
Charles Schwab
21
Charles Schwab
California
$59M +$7.45M +90,804 +12%
PCMI
22
Paradigm Capital Management Inc
New York
$54.7M +$919K +11,200 +1%
Morgan Stanley
23
Morgan Stanley
New York
$54M -$21.4M -260,656 -25%
Bank of America
24
Bank of America
North Carolina
$53.4M +$3.31M +40,401 +5%
Mariner
25
Mariner
Kansas
$52.7M -$748K -9,114 -1%

COHR Hedge Fund Activity: Q1 2021 in Review

436 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2021, worth a combined $6.67B — down 12% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new COHR positions and 52 closed out — a net gain of 52 holders — while 125 added to existing stakes and 141 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $303M.

  • 436 institutional investors held Coherent (COHR) as of Q1 2021, up from 390 in Q4 2020.
  • Funds reported $6.67B of Coherent stock for Q1 2021, down 12% quarter-over-quarter.
  • 104 funds opened new Coherent positions in Q1 2021 and 52 closed out, a net change of +52 holders.
  • The largest Coherent buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $109M added.
  • The largest Coherent seller in Q1 2021 was Fidelity Investments, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2021.