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Calix
CALX

Overview Fund Activity

273 hedge funds and large institutions have $3.58B invested in Calix in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+43
Holders Change %
+18.7%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
58
Increased
107
Reduced
87
Closed
13
Calls
$15.3M
Puts
$5.78M
Net Calls
+$9.5M
Net Calls Change
+$3.52M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$52M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$156M
3
Principal Financial Group
Principal Financial Group
Iowa
$37.9M
4
Axa
Axa
France
$22M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$81.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.9M
4
GGHC
Gilder Gagnon Howe & Co
New York
$148M
5
KCM
Kornitzer Capital Management
Kansas
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
226
Altshuler Shaham
Israel
$53.5K +$53.5K +782 New
IA
227
IFP Advisors
Florida
$49K -$1.35K -163 -3%
CAS
228
Coppell Advisory Solutions
Texas
$45.4K +$45.4K +663 New
CASC
229
Coppell Advisory Solutions Corp
Texas
$45.4K +$45.4K +663 New
EI
230
Ellevest Inc
New York
$40K +$3.08K +45 +8%
AssetMark Inc
231
AssetMark Inc
California
$38.7K +$10.3K +150 +36%
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$35.6K +$35.6K +520 New
BTI
233
Blue Trust Inc
Georgia
$28K +$14K +230 +100%
TVWM
234
Tower View Wealth Management
Wisconsin
$27K – – –
PFBT
235
Parkside Financial Bank & Trust
Missouri
$18.7K +$18.7K +273 New
TWA
236
TCI Wealth Advisors
Arizona
$16.9K – – –
EWA
237
EverSource Wealth Advisors
Alabama
$16.4K +$684 +10 +4%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$15.4K +$15.4K +225 New
ACM
239
Aquatic Capital Management
Illinois
$14K +$14K +200 New
TFA
240
Toth Financial Advisory
Virginia
$13.7K – – –
PA
241
Parallel Advisors
California
$11.6K -$2.67K -39 -19%
LC
242
Lindbrook Capital
California
$11.4K +$2.67K +39 +30%
QL
243
Quarry LP
New York
$11.4K +$11.4K +167 New
MIM
244
Macroview Investment Management
Maryland
$11.2K +$11.2K +163 New
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$10.5K +$1.51K +22 +17%
FHA
246
First Horizon Advisors
Tennessee
$10.3K – – –
BAM
247
Byrne Asset Management
New Jersey
$10.3K -$6.84K -100 -40%
C
248
Covestor
United Kingdom
$9K +$8.66K +129 +2,580%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.01K +15 +14%
HMS
250
Hanseatic Management Services
New Mexico
$7K – – –
8 9
10
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