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Coherent

474 hedge funds and large institutions have $8.03B invested in Coherent in 2024 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 131 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 42

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

56% more call options, than puts

Call options by funds: $307M | Put options by funds: $197M

39% more capital invested

Capital invested by funds: $5.8B → $8.03B (+$2.24B)

17% more funds holding

Funds holding: 406474 (+68)

0.41% less ownership

Funds ownership: 87.89%87.48% (-0.41%)

22% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 169

Holders
474
Holders Change
+68
Holders Change %
+16.75%
% of All Funds
6.83%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
113
Increased
131
Reduced
169
Closed
42
Calls
$307M
Puts
$197M
Net Calls
+$110M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$932M +$7.93M +144,575 +0.9%
Dodge & Cox
2
Dodge & Cox
California
$915M -$199M -3,637,020 -19%
BlackRock
3
BlackRock
New York
$746M +$18.5M +337,264 +3%
Invesco
4
Invesco
Georgia
$327M +$11.3M +206,008 +4%
State Street
5
State Street
Massachusetts
$250M +$5.59M +101,947 +3%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$217M +$90.8M +1,655,586 +86%
Macquarie Group
7
Macquarie Group
Australia
$195M -$40.2M -733,650 -19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$192M -$7.85M -143,199 -4%
DFO
9
Duquesne Family Office
New York
$153M +$138M +2,525,070 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$128M +$3.64M +66,418 +3%
PC
11
PointState Capital
New York
$124M +$112M +2,044,123 New
WRCM
12
Whale Rock Capital Management
Massachusetts
$124M +$112M +2,041,374 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$119M -$237M -4,317,228 -69%
Norges Bank
14
Norges Bank
Norway
$116M +$18.2M +331,804 +21%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$113M +$86.6M +1,579,404 +540%
American Century Companies
16
American Century Companies
Missouri
$111M -$74.5M -1,358,825 -43%
Franklin Resources
17
Franklin Resources
California
$110M +$13.1M +239,693 +15%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$106M -$10.1M -184,925 -10%
AIM
19
Artemis Investment Management
United Kingdom
$97.5M +$77.7M +1,417,864 +744%
FPCG
20
Fort Pitt Capital Group
Pennsylvania
$92.7M -$9.85M -179,625 -11%
FCM
21
Frontier Capital Management
Massachusetts
$90.8M +$6.27M +114,425 +8%
PCH
22
Polar Capital Holdings
United Kingdom
$85.1M +$68.4M +1,247,172 +797%
SCM
23
Snyder Capital Management
California
$84.5M +$6.67M +121,633 +10%
Charles Schwab
24
Charles Schwab
California
$72.3M -$14M -255,943 -18%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$68.5M +$61.9M +1,129,777 New

COHR Hedge Fund Activity: Q1 2024 in Review

474 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2024, worth a combined $8.03B — up 39% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new COHR positions and 42 closed out — a net gain of 71 holders — while 131 added to existing stakes and 169 trimmed.

The largest buyer was Duquesne Family Office, opening a new position worth an estimated $138M. The largest seller was Fidelity Investments, cutting an estimated $237M.

  • 474 institutional investors held Coherent (COHR) as of Q1 2024, up from 406 in Q4 2023.
  • Funds reported $8.03B of Coherent stock for Q1 2024, up 39% quarter-over-quarter.
  • 113 funds opened new Coherent positions in Q1 2024 and 42 closed out, a net change of +71 holders.
  • The largest Coherent buyer in Q1 2024 was Duquesne Family Office, an estimated $138M added.
  • The largest Coherent seller in Q1 2024 was Fidelity Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2024.