We are live on ! Find out more
COHR icon

Coherent

398 hedge funds and large institutions have $4.17B invested in Coherent in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 137 increasing their positions, 126 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $196M | Put options by funds: $93.1M

9% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 126

3% less funds holding

Funds holding: 410398 (-12)

5.55% less ownership

Funds ownership: 90.6%85.04% (-5.6%)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

35% less capital invested

Capital invested by funds: $6.4B → $4.17B (-$2.22B)

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
398
Holders Change
-12
Holders Change %
-2.93%
% of All Funds
6.32%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.13%
New
68
Increased
137
Reduced
126
Closed
77
Calls
$196M
Puts
$93.1M
Net Calls
+$103M
Net Calls Change
-$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$611M -$49M -1,193,831 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$480M +$34.1M +829,811 +6%
BlackRock
3
BlackRock
New York
$366M -$21.7M -528,592 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$192M -$50.2M -1,223,665 -17%
Invesco
5
Invesco
Georgia
$157M +$144M +3,511,473 +268%
Macquarie Group
6
Macquarie Group
Australia
$129M +$66.1K +1,611 +0%
American Century Companies
7
American Century Companies
Missouri
$128M +$33.7M +819,818 +26%
State Street
8
State Street
Massachusetts
$119M -$3.84M -93,528 -3%
Morgan Stanley
9
Morgan Stanley
New York
$88.6M -$5.07M -123,523 -4%
TC
10
Tairen Capital
Hong Kong
$64.4M -$55.7M -1,356,824 -41%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$62.1M -$2.26M -54,957 -3%
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$55.3M +$1.33M +32,278 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55M +$40.7M +991,000 +143%
Select Equity Group
14
Select Equity Group
New York
$52M +$14M +340,643 +27%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.8M +$1.09M +26,642 +2%
Charles Schwab
16
Charles Schwab
California
$47.8M -$1.88M -45,748 -3%
Truist Financial
17
Truist Financial
North Carolina
$46.1M +$24.7M +600,641 +74%
Millennium Management
18
Millennium Management
New York
$45.2M +$49.2M +1,197,940 +640%
FFM
19
FengHe Fund Management
Singapore
$44.3M +$33.5M +815,099 +151%
SCM
20
Snyder Capital Management
California
$43.1M +$6.31M +153,667 +13%
Norges Bank
21
Norges Bank
Norway
$42.3M +$22.2M +541,025 +72%
Citadel Advisors
22
Citadel Advisors
Florida
$37.2M +$46.3M +1,127,943 +10,272%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$36.7M -$5.23M -127,336 -10%
PCMI
24
Paradigm Capital Management Inc
New York
$33.6M -$226K -5,500 -0.5%
Northern Trust
25
Northern Trust
Illinois
$31.6M -$4.48M -109,091 -10%

COHR Hedge Fund Activity: Q3 2023 in Review

398 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q3 2023, worth a combined $4.17B — down 35% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of COHR and 68 opened new positions — a net loss of 9 holders — while 126 trimmed existing stakes and 137 added.

The largest buyer was Invesco, adding an estimated $144M. The largest seller was Franklin Resources, cutting an estimated $138M.

  • 398 institutional investors held Coherent (COHR) as of Q3 2023, down from 410 in Q2 2023.
  • Funds reported $4.17B of Coherent stock for Q3 2023, down 35% quarter-over-quarter.
  • 68 funds opened new Coherent positions in Q3 2023 and 77 closed out, a net change of -9 holders.
  • The largest Coherent buyer in Q3 2023 was Invesco, an estimated $144M added.
  • The largest Coherent seller in Q3 2023 was Franklin Resources, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.