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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 %
QT
276
Quantbot Technologies
New York
– -$1.19M -25,992 Closed
AI
277
Atom Investors
Texas
– -$1.17M -25,552 Closed
SGI
278
Summit Global Investments
Utah
– -$1.14M -24,915 Closed
CIP
279
Chartwell Investment Partners
Pennsylvania
– -$1.08M -23,620 Closed
OQS
280
Occudo Quantitative Strategies
Florida
– -$1.03M -22,531 Closed
FG
281
Formula Growth
Quebec, Canada
– -$917K -20,000 Closed
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
– -$858K -18,709 Closed
OA
283
Oak Associates
Ohio
– -$701K -15,293 Closed
Verition Fund Management
284
Verition Fund Management
Connecticut
– -$598K -13,039 Closed
WP
285
Woodline Partners
California
– -$531K -11,583 Closed
SC
286
Shay Capital
New York
– -$458K -10,000 Closed
PMEF
287
Point72 Middle East FZE
United Arab Emirates
– -$444K -9,686 Closed
RJFSA
288
Raymond James Financial Services Advisors
Florida
– -$407K -8,889 Closed
BCM
289
Bayesian Capital Management
New York
– -$341K -7,442 Closed
Simplex Trading
290
Simplex Trading
Illinois
– -$313K -6,843 Closed
XT
291
XTX Topco
Cayman Islands
– -$308K -6,710 Closed
LAS
292
Lloyd Advisory Services
Georgia
– -$282K -6,155 Closed
Calamos Advisors
293
Calamos Advisors
Illinois
– -$282K -6,149 Closed
BTWM
294
Baker Tilly Wealth Management
Wisconsin
– -$201K -4,394 Closed
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
– -$188K -4,140 Closed
Kayne Anderson Rudnick Investment Management
296
Kayne Anderson Rudnick Investment Management
California
– -$70.2K -1,531 Closed
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
– -$10.3K -225 Closed
MIM
298
Macroview Investment Management
Maryland
– -$4.08K -89 Closed
HGERS
299
Householder Group Estate & Retirement Specialist
Arizona
– -$3.9K -85 Closed
Bessemer Group
300
Bessemer Group
New Jersey
– -$3K -64 Closed
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