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Coherent

406 hedge funds and large institutions have $5.8B invested in Coherent in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 131 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $174M | Put options by funds: $118M

39% more capital invested

Capital invested by funds: $4.17B → $5.8B (+$1.62B)

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 131

2.85% more ownership

Funds ownership: 85.04%87.89% (+2.8%)

2% more funds holding

Funds holding: 398406 (+8)

Holders
406
Holders Change
+8
Holders Change %
+2.01%
% of All Funds
5.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
73
Increased
145
Reduced
131
Closed
58
Calls
$174M
Puts
$118M
Net Calls
+$56.4M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$816M +$275K +7,619 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$663M +$18.2M +506,080 +3%
BlackRock
3
BlackRock
New York
$521M +$27.2M +753,111 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$273M +$14.7M +407,913 +7%
Invesco
5
Invesco
Georgia
$226M +$13.3M +369,204 +8%
State Street
6
State Street
Massachusetts
$175M +$13.5M +374,014 +10%
Macquarie Group
7
Macquarie Group
Australia
$172M -$666K -18,475 -0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$144M +$58.8M +1,631,179 +97%
American Century Companies
9
American Century Companies
Missouri
$139M -$26.8M -742,434 -19%
FFM
10
FengHe Fund Management
Singapore
$115M +$46.6M +1,291,488 +95%
Morgan Stanley
11
Morgan Stanley
New York
$96.5M -$17.9M -497,493 -18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$89.3M +$5.34M +148,151 +8%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.1M +$14.6M +404,953 +27%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$84M +$47.3M +1,311,646 +212%
FPCG
15
Fort Pitt Capital Group
Pennsylvania
$74.4M +$567K +15,734 +0.9%
Select Equity Group
16
Select Equity Group
New York
$72.7M +$2.77M +76,920 +5%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$72.3M +$59.9M +1,660,783 New
Norges Bank
18
Norges Bank
Norway
$68.5M +$10M +277,513 +21%
Franklin Resources
19
Franklin Resources
California
$68.2M +$38.9M +1,080,366 +222%
Charles Schwab
20
Charles Schwab
California
$63.1M -$617K -17,109 -1%
FCM
21
Frontier Capital Management
Massachusetts
$60.2M +$18.1M +502,924 +57%
SCM
22
Snyder Capital Management
California
$58.5M -$1.73M -47,910 -4%
Truist Financial
23
Truist Financial
North Carolina
$53.8M -$6.37M -176,734 -13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$50.1M +$926K +25,685 +2%
RA
25
Royce & Associates
New York
$45.5M +$5.16M +143,000 +16%

COHR Hedge Fund Activity: Q4 2023 in Review

406 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2023, worth a combined $5.8B — up 39% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new COHR positions and 58 closed out — a net gain of 15 holders — while 145 added to existing stakes and 131 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $59.9M. The largest seller was Tairen Capital, cutting an estimated $49.1M.

  • 406 institutional investors held Coherent (COHR) as of Q4 2023, up from 398 in Q3 2023.
  • Funds reported $5.8B of Coherent stock for Q4 2023, up 39% quarter-over-quarter.
  • 73 funds opened new Coherent positions in Q4 2023 and 58 closed out, a net change of +15 holders.
  • The largest Coherent buyer in Q4 2023 was Alyeska Investment Group, an estimated $59.9M added.
  • The largest Coherent seller in Q4 2023 was Tairen Capital, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2023.