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

Top Sellers

1
HRCM
Hood River Capital Management
Florida
$0
2
Invesco
Invesco
Georgia
$7.87M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$14M
4
SCM
SG Capital Management
Illinois
$0
5
GGHC
Gilder Gagnon Howe & Co
New York
$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
251
Hillsdale Investment Management
Ontario, Canada
$2.5K -$547K -10,950 -100%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$2K +$762 +16 +62%
FFA
253
Farther Finance Advisors
California
$1.9K – – –
GRP
254
Global Retirement Partners
California
$1.6K +$1.6K +32 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.35K – – –
BIA
256
Bell Investment Advisors
California
$1.25K -$50 -1 -4%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$1.15K -$349 -7 -23%
JWA
258
JFS Wealth Advisors
Pennsylvania
$1.1K -$50 -1 -4%
NC
259
NewSquare Capital
Pennsylvania
$749 – – –
EWA
260
EverSource Wealth Advisors
Alabama
$499 -$1.9K -38 -79%
LFG
261
Larson Financial Group
Missouri
$499 – – –
DI
262
Disciplined Investments
Oklahoma
$399 – – –
AF
263
Allworth Financial
California
$350 +$350 +7 New
AF
264
Advisornet Financial
Minnesota
$349 +$349 +7 New
TWP
265
TFO Wealth Partners
Ohio
$50 – – –
HNB
266
Huntington National Bank
Ohio
$50 +$50 +1 New
HRCM
267
Hood River Capital Management
Florida
– -$70.4M -1,314,374 Closed
SCM
268
SG Capital Management
Illinois
– -$20M -373,415 Closed
DSCM
269
Divisadero Street Capital Management
Florida
– -$11.8M -220,000 Closed
Fuller & Thaler Asset Management
270
Fuller & Thaler Asset Management
California
– -$9.83M -183,389 Closed
CSCSIM
271
Clear Sky Carbon Solutions Investment Management
Texas
– -$7.4M -138,000 Closed
SAM
272
Silvercrest Asset Management
New York
– -$5.15M -96,160 Closed
OAM
273
Oberweis Asset Management
Illinois
– -$3.27M -61,100 Closed
MAP
274
Moody Aldrich Partners
Massachusetts
– -$2.53M -47,165 Closed
MC
275
Mount Capital
United Kingdom
– -$1.88M -34,980 Closed
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