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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 %
HGERS
251
Householder Group Estate & Retirement Specialist
Arizona
$3.9K +$3.9K +85 New
PA
252
Parallel Advisors
California
$3.76K +$92 +2 +3%
IA
253
IFP Advisors
Florida
$3.3K -$132K -2,883 -98%
Bessemer Group
254
Bessemer Group
New Jersey
$3K -$9.42K -201 -76%
FCA
255
FinTrust Capital Advisors
South Carolina
$2.98K +$2.98K +65 New
GRP
256
Global Retirement Partners
California
$2.12K +$708 +16 +50%
LC
257
Lindbrook Capital
California
$2.02K -$688 -15 -25%
AF
258
Allworth Financial
California
$1.88K +$1.56K +34 +486%
FFA
259
Farther Finance Advisors
California
$1.74K – – –
HWP
260
Highline Wealth Partners
California
$1.7K +$1.7K +37 New
CTC
261
Central Trust Company
Missouri
$1.65K +$1.65K +36 New
SS
262
Sunbelt Securities
Texas
$1.42K +$1.42K +31 New
BIA
263
Bell Investment Advisors
California
$1.38K +$229 +5 +20%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.24K – – –
JWA
265
JFS Wealth Advisors
Pennsylvania
$1.15K +$138 +3 +14%
Legacy Financial Group (Iowa)
266
Legacy Financial Group (Iowa)
Iowa
$1.15K +$1.15K +25 New
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$1.05K – – –
VNA
268
Valley National Advisers
Pennsylvania
$1K +$1K +15 New
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
$550 +$550 +12 New
LFG
270
Larson Financial Group
Missouri
$458 – – –
AF
271
Advisornet Financial
Minnesota
$413 +$92 +2 +29%
TWP
272
TFO Wealth Partners
Ohio
$399 +$349 +7 +700%
SIC
273
SJS Investment Consulting
Ohio
$321 -$67.4K -1,469 -100%
VCM
274
Versant Capital Management
Arizona
$229 -$2.7K -59 -92%
HNB
275
Huntington National Bank
Ohio
$46 – – –
9 10
11
12 13