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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 %
EWA
251
EverSource Wealth Advisors
Alabama
$2.57K -$10.2K -191 -80%
FFA
252
Farther Finance Advisors
California
$2.04K – – –
PVH
253
Psagot Value Holdings
Israel
$2K +$2K +34 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$1.61K +$375 +7 +30%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.45K – – –
BIA
256
Bell Investment Advisors
California
$1.39K -$375 -7 -21%
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.23K -$697 -13 -36%
HT
258
Headlands Technologies
Illinois
$1.23K +$1.23K +23 New
MFT
259
Moisand Fitzgerald Tamayo
Florida
$1.13K +$1.13K +21 New
BAM
260
Belpointe Asset Management
Nevada
$1.07K -$2.95K -55 -73%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.58K -93 -78%
SFG
262
Steward Financial Group
Texas
$1K +$538 +14 +117%
SC
263
Schubert & Co
Texas
$858 -$375 -7 -30%
NC
264
NewSquare Capital
Pennsylvania
$804 – – –
GWS
265
Glassman Wealth Services
Virginia
$643 +$375 +7 +140%
LFG
266
Larson Financial Group
Missouri
$536 +$536 +10 New
DI
267
Disciplined Investments
Oklahoma
$429 -$54 -1 -11%
2L
268
25 LLC
Missouri
$427 +$427 +10 New
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$322 +$32 +602 +11%
ASN
270
Advisory Services Network
Georgia
$161 – – –
TWP
271
TFO Wealth Partners
Ohio
$54 -$54 -1 -50%
SPPAM
272
Summit Partners Public Asset Management
Massachusetts
– -$29.3M -428,651 Closed
LCG
273
Lisanti Capital Growth
New York
– -$14.1M -206,515 Closed
CM
274
Castleark Management
Illinois
– -$11.7M -171,400 Closed
1832 Asset Management
275
1832 Asset Management
Ontario, Canada
– -$9.3M -135,900 Closed
9 10
11
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