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Calix
CALX

Overview Fund Activity

267 hedge funds and large institutions have $2.71B invested in Calix in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
4.21%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
36
Increased
114
Reduced
88
Closed
39
Calls
$15.6M
Puts
$1.77M
Net Calls
+$13.8M
Net Calls Change
+$10.6M

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$26.5M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$26M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$61.5M
4
DCM
4
Driehaus Capital Management
Illinois
$39.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$303M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
Invesco
2
Invesco
Georgia
$7.87M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$14M
4
SCM
4
SG Capital Management
Illinois
$0
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$62K +$55.4K +1,118 +834%
AssetMark Inc
227
AssetMark Inc
California
$59.7K +$18.6K +373 +45%
S
228
SignatureFD
Georgia
$55K -$9.03K -181 -14%
CAS
229
Coppell Advisory Solutions
Texas
$53.6K +$53.6K +1,061 New
HCP
230
Hexagon Capital Partners
Arkansas
$49.9K – – –
BTI
231
Blue Trust Inc
Georgia
$41K +$16.1K +297 +65%
QL
232
Quarry LP
New York
$29.4K -$19.2K -385 -40%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$26K – – –
AAM
234
Advisors Asset Management
Colorado
$24.6K +$16.4K +328 +199%
TVWM
235
Tower View Wealth Management
Wisconsin
$20K – – –
N
236
Natixis
France
$18.8K -$18.6K -372 -50%
CG
237
Cutler Group
California
$18K – – –
GWSG
238
GPS Wealth Strategies Group
Colorado
$13.7K – – –
Bessemer Group
239
Bessemer Group
New Jersey
$13K +$13K +265 New
MIM
240
Macroview Investment Management
Maryland
$12.7K +$2.5K +50 +24%
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$11.2K – – –
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$9K -$30.8K -620 -77%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$8.73K -$2.4K -48 -22%
BAM
244
Byrne Asset Management
New Jersey
$7K – – –
FHA
245
First Horizon Advisors
Tennessee
$5.54K +$749 +15 +16%
WT
246
Whittier Trust
California
$4.99K – – –
PA
247
Parallel Advisors
California
$3.99K -$299 -6 -7%
VCM
248
Versant Capital Management
Arizona
$3.19K +$3.19K +64 New
PVH
249
Psagot Value Holdings
Israel
$3K +$1.11K +20 +59%
LC
250
Lindbrook Capital
California
$2.95K +$150 +3 +5%
8 9
10
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