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Calix
CALX

Overview Fund Activity

263 hedge funds and large institutions have $2.5B invested in Calix in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
103
Reduced
100
Closed
41
Calls
$30.4M
Puts
$8.15M
Net Calls
+$22.2M
Net Calls Change
+$21M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$232M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$70.4M
3
Morgan Stanley
Morgan Stanley
New York
$43.5M
4
EIP
Epoch Investment Partners
New York
$41.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$42.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$28.8M
2
OAM
Ophir Asset Management
Australia
$0
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$625K
5
RCMC
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$1.14K -$175 -4 -13%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$1K -$17.6K -229 -95%
VCM
253
Versant Capital Management
Arizona
$917 +$699 +16 +320%
PA
254
Parallel Advisors
California
$699 -$2.88K -66 -80%
Toronto Dominion Bank
255
Toronto Dominion Bank
Ontario, Canada
$524 – – –
LFG
256
Larson Financial Group
Missouri
$437 – – –
AF
257
Advisornet Financial
Minnesota
$350 -$44 -1 -11%
TWP
258
TFO Wealth Partners
Ohio
$350 – – –
SIC
259
SJS Investment Consulting
Ohio
$350 +$44 +1 +14%
DPW
260
DiNuzzo Private Wealth
Pennsylvania
$219 +$219 +5 New
ASN
261
Advisory Services Network
Georgia
$131 +$131 +3 New
HNB
262
Huntington National Bank
Ohio
$44 – – –
OAM
263
Ophir Asset Management
Australia
– -$26.9M -587,869 Closed
IECM
264
Intrinsic Edge Capital Management
Illinois
– -$23.7M -516,338 Closed
RCMC
265
RK Capital Management (Colorado)
Colorado
– -$14.5M -315,400 Closed
GIP
266
Granite Investment Partners
California
– -$13.5M -293,532 Closed
PMAM
267
Picton Mahoney Asset Management
Ontario, Canada
– -$10.3M -224,869 Closed
TIM
268
Thornburg Investment Management
New Mexico
– -$6.5M -141,680 Closed
CSS
269
Cubist Systematic Strategies
Connecticut
– -$5.34M -116,547 Closed
SPPAM
270
Summit Partners Public Asset Management
Massachusetts
– -$4.77M -104,000 Closed
Lord, Abbett & Co
271
Lord, Abbett & Co
New Jersey
– -$4.17M -90,903 Closed
MAG
272
Millrace Asset Group
Pennsylvania
– -$2.28M -49,713 Closed
GCP
273
GSA Capital Partners
United Kingdom
– -$1.56M -33,939 Closed
EF
274
Empowered Funds
Pennsylvania
– -$1.55M -33,795 Closed
SSA
275
Schonfeld Strategic Advisors
New York
– -$1.46M -31,835 Closed
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