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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 %
MGIM
276
M&G Investment Management
United Kingdom
– -$2.95M -43,393 Closed
GCM
277
Graham Capital Management
Connecticut
– -$2.58M -37,680 Closed
CCM
278
Cinctive Capital Management
New York
– -$2.42M -35,332 Closed
EGI
279
EAM Global Investors
California
– -$2.39M -34,888 Closed
EI
280
EAM Investors
California
– -$1.94M -28,279 Closed
Natixis Advisors
281
Natixis Advisors
Massachusetts
– -$1.3M -18,956 Closed
BCM
282
Bridgeway Capital Management
Texas
– -$787K -11,500 Closed
LFAS
283
Level Four Advisory Services
Texas
– -$700K -10,230 Closed
MAM
284
Meeder Asset Management
Ohio
– -$645K -9,431 Closed
GCP
285
GSA Capital Partners
United Kingdom
– -$602K -8,794 Closed
ONGA
286
O'Neil Global Advisors
California
– -$574K -8,393 Closed
M1FG
287
Mach-1 Financial Group
Arkansas
– -$558K -8,148 Closed
MML Investors Services
288
MML Investors Services
Massachusetts
– -$490K -7,165 Closed
DTL
289
Dynamic Technology Lab
Singapore
– -$454K -6,630 Closed
HW
290
Hamilton Wealth
California
– -$379K -5,537 Closed
YMRC
291
Yorktown Management & Research Company
Virginia
– -$352K -5,150 Closed
DADC
292
D.A. Davidson & Co
Montana
– -$276K -4,037 Closed
Corient Private Wealth
293
Corient Private Wealth
Florida
– -$260K -3,793 Closed
HighTower Advisors
294
HighTower Advisors
Illinois
– -$241K -3,488 Closed
XT
295
XTX Topco
Cayman Islands
– -$236K -3,451 Closed
VPIM
296
Vanguard Personalized Indexing Management
California
– -$224K -3,276 Closed
PA
297
Profund Advisors
Maryland
– -$222K -3,246 Closed
QCM
298
Qsemble Capital Management
New York
– -$212K -3,100 Closed
VI
299
Versor Investments
New York
– -$205K -3,001 Closed
GIA
300
Gladstone Institutional Advisory
Florida
– -$201K -2,932 Closed
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