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Calix
CALX

Overview Fund Activity

276 hedge funds and large institutions have $2.51B invested in Calix in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 114 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+9
Holders Change %
+3.37%
% of All Funds
4.4%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
45
Increased
114
Reduced
96
Closed
33
Calls
$11.5M
Puts
$10.3M
Net Calls
+$1.24M
Net Calls Change
-$12.6M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$49.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$109M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$17.1M
4
BlackRock
4
BlackRock
New York
$386M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$23.7M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
SSA
2
Schonfeld Strategic Advisors
New York
$1.46M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$15.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.96M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$82.8K +$3.76K +82 +5%
AssetMark Inc
227
AssetMark Inc
California
$72.3K +$17.5K +382 +32%
Kayne Anderson Rudnick Investment Management
228
Kayne Anderson Rudnick Investment Management
California
$70.2K +$46.3K +1,011 +194%
SOW
229
State of Wyoming
Wyoming
$70.2K +$70.2K +1,531 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70K +$70K +1,527 New
C
231
Covestor
United Kingdom
$63K +$5.76K +126 +10%
KBC Group
232
KBC Group
Belgium
$53K +$53K +1,152 New
S
233
SignatureFD
Georgia
$51.5K +$963 +21 +2%
HCP
234
Hexagon Capital Partners
Arkansas
$45.8K – – –
AAM
235
Advisors Asset Management
Colorado
$45.7K +$23.1K +503 +102%
CAS
236
Coppell Advisory Solutions
Texas
$45.4K -$27.2K -398 -38%
BTI
237
Blue Trust Inc
Georgia
$38K -$253 -5 -0.7%
US Bancorp
238
US Bancorp
Minnesota
$36.9K -$330K -7,206 -90%
QL
239
Quarry LP
New York
$29.8K +$2.84K +62 +11%
TVWM
240
Tower View Wealth Management
Wisconsin
$18K – – –
N
241
Natixis
France
$17.2K -$92 -2 -0.5%
GWSG
242
GPS Wealth Strategies Group
Colorado
$12.6K – – –
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$12.1K +$4.08K +89 +51%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$11K +$9.09K +200 +476%
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
$10.3K – – –
BAM
246
Byrne Asset Management
New Jersey
$7K – – –
FHA
247
First Horizon Advisors
Tennessee
$6.92K +$1.83K +40 +36%
PVH
248
Psagot Value Holdings
Israel
$5K +$2.61K +59 +109%
WT
249
Whittier Trust
California
$4.58K – – –
MIM
250
Macroview Investment Management
Maryland
$4.08K -$7.61K -166 -65%
8 9
10
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