
What smart money is saying about Cooper Companies
6 funds in our archive have pitched Cooper Companies — most recently Harris Associates Global All Cap Strategy in June 2026.
The Cooper Companies, Inc. (COO) operates as a global medical device firm, primarily focused on developing, producing, and distributing products through two distinct business units: CooperVision and CooperSurgical. CooperVision specializes in contact lenses. Their product range includes spherical lenses for common vision issues like nearsightedness and farsightedness, as well as advanced lenses such as toric for astigmatism, multifocal for presbyopia, and specialized options addressing myopia, dry eyes, and eye fatigue. These vision correction solutions are available across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Meanwhile, CooperSurgical is dedicated to women's and family health, providing a wide array of medical devices, fertility treatments, genetic testing, diagnostic tools, and contraceptives to healthcare providers and patients globally. This segment's offerings encompass various surgical and office-based products like PARAGARD (an IUD), uterine manipulators, retractors, and closure devices. It also delivers comprehensive fertility services, including specialized consumables, equipment, embryo services, and preimplantation genetic screening. Established in 1958, The Cooper Companies, Inc. is headquartered in San Ramon, California.
Get an email when a fund writes about it
Position history
Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Cooper Companies — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 3 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionHarris Associates Global All Cap StrategyJune 2026
“We initiated the following position(s) during the pe- riod:”
Read the letterCooper Companies
Fund coverage · 6 theses
- Harris Associates Global All Cap StrategyJune 2026
Cooper Companies benefits from an oligopolistic contact lens market, market share gains, and an attractive valuation.
Read the full thesis - The London Company Mid CapDecember 2025
Cooper Companies operates high-quality vision and women's health businesses with durable advantages and margin expansion catalysts alongside attractive valuation and activist-driven improvements.
Read the full thesis - Diamond Hill Large Cap FundDecember 2025
The Cooper Companies is a global leader in contact lenses and women's health poised for long-term growth and modest share gains despite near-term headwinds.
Read the full thesis - DavenportDecember 2025
The Cooper Companies, Inc. is a leading contact lens maker with annuity-like demand, strong R&D, premium products, attractive entry valuation, insider buying, and potential value unlocks.
Read the full thesis - Diamond Hill Long Short FundSeptember 2025
Cooper Companies is a medical devices company with strong growth potential in contact lenses and women's health, supported by recent investments and favorable market trends.
Read the full thesis - Pender US Small MidMarch 2025
Cooper Companies is a resilient global medical device leader in contact lenses and women's healthcare, benefiting from strong market positions and growth potential in both sectors.
Read the full thesis
Read every full thesis on Cooper Companies
Unlock all 6 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→