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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.8M
2
OAM
2
Ophir Asset Management
Australia
$0
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$625K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
301
Sunbelt Securities
Texas
– -$1.42K -31 Closed
Legacy Financial Group (Iowa)
302
Legacy Financial Group (Iowa)
Iowa
– -$1.15K -25 Closed
VNA
303
Valley National Advisers
Pennsylvania
– -$1K -15 Closed
9 10 11 12
13