CALX icon

Calix
CALX

Overview Fund Activity

271 hedge funds and large institutions have $2.9B invested in Calix in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
42
Increased
114
Reduced
90
Closed
41
Calls
$6.33M
Puts
$3.13M
Net Calls
+$3.2M
Net Calls Change
-$6.3M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$62.3M
2
CAM
2
Congress Asset Management
Massachusetts
$22M
3
Ameriprise
3
Ameriprise
Minnesota
$61.5M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$21.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.8M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$23.3M
2
DCM
2
Driehaus Capital Management
Illinois
$24.3M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$16.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$44.1K +$13.8K +257 +45%
HIIFS
227
Harel Insurance Investments & Financial Services
Israel
$42K -$12.1K -230 -22%
N
228
Natixis
France
$40.1K -$7.18K -134 -15%
BTI
229
Blue Trust Inc
Georgia
$31K – – –
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$27.9K – – –
IA
231
IFP Advisors
Florida
$21.6K -$21.7K -2,974 -50%
TVWM
232
Tower View Wealth Management
Wisconsin
$21K – – –
CG
233
Cutler Group
California
$19K +$13.9K +273 +273%
EI
234
Ellevest Inc
New York
$18.3K -$13.1K -244 -42%
AS
235
Altshuler Shaham
Israel
$15K -$27K -503 -64%
GWSG
236
GPS Wealth Strategies Group
Colorado
$14.7K +$14.7K +275 New
TWA
237
TCI Wealth Advisors
Arizona
$13.2K -$54 -1 -0.4%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$12.1K – – –
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$12K +$3.75K +70 +46%
MIM
240
Macroview Investment Management
Maryland
$11K +$2.25K +42 +26%
AAM
241
Advisors Asset Management
Colorado
$8.84K +$4.98K +93 +129%
BAM
242
Byrne Asset Management
New Jersey
$8K – – –
C
243
Covestor
United Kingdom
$7K – – –
AAS
244
Ameritas Advisory Services
Nebraska
$5.44K +$5.44K +112 New
WT
245
Whittier Trust
California
$5.36K – – –
FHA
246
First Horizon Advisors
Tennessee
$5.15K -$2.95K -55 -36%
HGERS
247
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
Point72 Asset Management
248
Point72 Asset Management
Connecticut
$4.82K +$4.82K +90 New
PA
249
Parallel Advisors
California
$4.61K -$4.5K -84 -49%
LC
250
Lindbrook Capital
California
$3K -$5.95K -111 -66%
8 9
10
11 12