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Coherent

431 hedge funds and large institutions have $4.25B invested in Coherent in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 130 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

20% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 130

3% more funds holding

Funds holding: 420431 (+11)

1% more capital invested

Capital invested by funds: $4.19B → $4.25B (+$54.4M)

4.02% less ownership

Funds ownership: 92.17%88.15% (-4%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

43% less call options, than puts

Call options by funds: $47M | Put options by funds: $82.8M

Holders
431
Holders Change
+11
Holders Change %
+2.62%
% of All Funds
6.93%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
77
Increased
156
Reduced
130
Closed
62
Calls
$47M
Puts
$82.8M
Net Calls
-$35.8M
Net Calls Change
-$42.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$669M +$69.9M +2,010,932 +12%
BlackRock
2
BlackRock
New York
$417M +$22.4M +645,268 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$416M +$34.9M +1,002,368 +9%
American Century Companies
4
American Century Companies
Missouri
$163M +$30.1M +865,041 +23%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$161M -$99M -2,848,088 -38%
Macquarie Group
6
Macquarie Group
Australia
$161M +$2.78M +79,979 +2%
State Street
7
State Street
Massachusetts
$131M +$10.1M +290,745 +8%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$103M -$3.66M -105,114 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$78.8M +$19.9M +571,035 +34%
Franklin Resources
10
Franklin Resources
California
$75M +$69.9M +2,010,942 +1,598%
Morgan Stanley
11
Morgan Stanley
New York
$72M -$9.98M -286,940 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$68.2M +$4.25M +122,237 +7%
CCM
13
Channing Capital Management
Illinois
$62.7M +$16.6M +478,490 +37%
FPCG
14
Fort Pitt Capital Group
Pennsylvania
$52.1M +$3.46M +99,511 +7%
Charles Schwab
15
Charles Schwab
California
$50.8M +$6.53M +187,656 +15%
Invesco
16
Invesco
Georgia
$50.4M +$6.38M +183,551 +15%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$47M +$2.55M +73,441 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$46.1M +$1.57M +45,239 +4%
PCMI
19
Paradigm Capital Management Inc
New York
$44.3M +$11.9M +341,100 +37%
Norges Bank
20
Norges Bank
Norway
$43.4M +$2.44M +70,206 +6%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$38.7M -$53.5M -1,539,248 -58%
Truist Financial
22
Truist Financial
North Carolina
$38M +$24.7M +711,133 +191%
Northern Trust
23
Northern Trust
Illinois
$37.8M +$1.65M +47,377 +5%
SCM
24
Snyder Capital Management
California
$36.6M -$244K -7,026 -0.7%
Citadel Advisors
25
Citadel Advisors
Florida
$35.7M +$23M +660,581 +185%

COHR Hedge Fund Activity: Q4 2022 in Review

431 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2022, worth a combined $4.25B — up 1.3% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new COHR positions and 62 closed out — a net gain of 15 holders — while 156 added to existing stakes and 130 trimmed.

The largest buyer was Franklin Resources, adding an estimated $69.9M. The largest seller was Wellington Management Group, cutting an estimated $99M.

  • 431 institutional investors held Coherent (COHR) as of Q4 2022, up from 420 in Q3 2022.
  • Funds reported $4.25B of Coherent stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 77 funds opened new Coherent positions in Q4 2022 and 62 closed out, a net change of +15 holders.
  • The largest Coherent buyer in Q4 2022 was Franklin Resources, an estimated $69.9M added.
  • The largest Coherent seller in Q4 2022 was Wellington Management Group, an estimated $99M sold.

Based on aggregated 13F filings for Q4 2022.