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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 %
Macquarie Group
26
Macquarie Group
Australia
$23.3M +$4.75M +88,552 +26%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$23.3M -$98.7M -1,841,697 -81%
Charles Schwab
28
Charles Schwab
California
$23.1M +$49.2K +919 +0.2%
OAM
29
Ophir Asset Management
Australia
$22.2M +$739K +13,787 +3%
CAM
30
Congress Asset Management
Massachusetts
$22M +$22M +409,983 New
ACM
31
Atika Capital Management
New York
$21.9M -$13.3M -247,673 -38%
WMSA
32
Weiss Multi-Strategy Advisers
New York
$21.4M +$16.1M +300,090 +300%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$21.2M -$10.5M -196,257 -33%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$20.4M -$20.9M -390,070 -51%
SCM
35
SG Capital Management
Illinois
$20M +$14.5M +271,424 +266%
Millennium Management
36
Millennium Management
New York
$19.9M +$9.97M +185,999 +100%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$16.8M +$1.61M +30,037 +11%
Morgan Stanley
38
Morgan Stanley
New York
$16.7M -$22.4M -418,175 -57%
GIP
39
Granite Investment Partners
California
$15.8M +$4.12M +76,900 +35%
RA
40
Royce & Associates
New York
$15.3M +$5.32M +99,230 +54%
Goldman Sachs
41
Goldman Sachs
New York
$14.6M -$1.22M -22,717 -8%
RCMC
42
RK Capital Management (Colorado)
Colorado
$13.7M +$6.21M +115,900 +83%
LIP
43
Liontrust Investment Partners
United Kingdom
$13.6M +$1.03M +19,200 +8%
IECM
44
Intrinsic Edge Capital Management
Illinois
$13.5M +$4.9M +91,516 +57%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$12.6M -$3.05M -56,822 -19%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$12.3M +$4.62M +86,200 +60%
EIP
47
Epoch Investment Partners
New York
$12.3M +$12.3M +228,778 New
CSS
48
Cubist Systematic Strategies
Connecticut
$12.1M +$10.2M +190,920 +535%
Principal Financial Group
49
Principal Financial Group
Iowa
$12.1M -$17.5M -327,281 -59%
PAMP
50
Polar Asset Management Partners
Ontario, Canada
$12.1M +$6.3M +117,600 +109%
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