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Calix
CALX

Overview Fund Activity

229 hedge funds and large institutions have $2.26B invested in Calix in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
67
Increased
79
Reduced
65
Closed
50
Calls
$6.35M
Puts
$9.65M
Net Calls
-$3.3M
Net Calls Change
-$20.7M

Top Buyers

1
BlackRock
BlackRock
New York
$320M
2
Vanguard Group
Vanguard Group
Pennsylvania
$240M
3
State Street
State Street
Massachusetts
$74.3M
4
KCM
Kornitzer Capital Management
Kansas
$38M
5
Morgan Stanley
Morgan Stanley
New York
$25M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.36M
2
DCM
Driehaus Capital Management
Illinois
$26.1M
3
WRCM
Whale Rock Capital Management
Massachusetts
$38.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$76.9M
5
Ameriprise
Ameriprise
Minnesota
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
251
Allstate Corporation
Illinois
– -$541K -6,764 Closed
CG
252
Caprock Group
Idaho
– -$448K -5,600 Closed
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
– -$439K -5,495 Closed
RJA
254
Raymond James & Associates
Florida
– -$396K -4,947 Closed
MML Investors Services
255
MML Investors Services
Massachusetts
– -$363K -4,544 Closed
CMBA
256
C.M. Bidwell & Associates
Hawaii
– -$345K -4,317 Closed
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
– -$318K -4,033 Closed
OSAM
258
O'Shaughnessy Asset Management
Connecticut
– -$296K -3,696 Closed
Creative Planning
259
Creative Planning
Kansas
– -$286K -3,580 Closed
TSS
260
Two Sigma Securities
New York
– -$274K -3,421 Closed
DWA
261
Dorsey Wright & Associates
California
– -$269K -3,363 Closed
PAMS
262
Pictet Asset Management (Switzerland)
Switzerland
– -$260K -3,251 Closed
B
263
Bailard
California
– -$248K -3,100 Closed
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
– -$248K -3,097 Closed
KAS
265
Kestra Advisory Services
Texas
– -$244K -3,054 Closed
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
– -$201K -2,516 Closed
HFM
267
Harvest Fund Management
China
– -$46K -585 Closed
SWM
268
Spire Wealth Management
Virginia
– -$32K -400 Closed
MIM
269
Macroview Investment Management
Maryland
– -$21K -257 Closed
GWM
270
Geneos Wealth Management
Colorado
– -$11K -150 Closed
EW
271
Evoke Wealth
California
– -$5K -63 Closed
CA
272
CoreCap Advisors
Michigan
– -$1K -10 Closed
7 8 9 10
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