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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 %
PAMP
26
Polar Asset Management Partners
Ontario, Canada
$21.2M -$5.49M -125,555 -21%
Charles Schwab
27
Charles Schwab
California
$20.5M +$327K +7,485 +2%
AIM
28
Artemis Investment Management
United Kingdom
$18.2M +$18.2M +415,783 New
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$17.9M +$122K +2,791 +0.7%
MIIM
30
Mesirow Institutional Investment Management
Illinois
$17.5M +$2.31M +52,882 +15%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$16.1M -$137K -3,134 -0.8%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$14M -$498K -11,408 -3%
ACM
33
Analog Century Management
New York
$12.1M -$1.5M -34,412 -11%
PC
34
Pier Capital
Connecticut
$12M +$668K +15,281 +6%
Bank of America
35
Bank of America
North Carolina
$11.2M +$6.16M +141,042 +122%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$10.5M -$2.58M -58,951 -20%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$10.1M +$9.46M +216,484 +1,525%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$9.64M -$4.72M -108,115 -33%
Principal Financial Group
39
Principal Financial Group
Iowa
$9.54M -$39.4K -902 -0.4%
Deutsche Bank
40
Deutsche Bank
Germany
$9.44M -$25.4K -581 -0.3%
Squarepoint
41
Squarepoint
New York
$8.17M +$1.41M +32,266 +21%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$8.07M -$158K -3,624 -2%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$7.73M +$95.7K +2,190 +1%
WMSA
44
Weiss Multi-Strategy Advisers
New York
$7.43M -$14.4M -329,856 -66%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$7.33M +$1.63M +37,333 +29%
Goldman Sachs
46
Goldman Sachs
New York
$7.29M -$1.66M -37,918 -19%
CCM
47
Cinctive Capital Management
New York
$7.18M +$7.18M +164,228 New
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$7.16M +$1.35M +30,977 +23%
PCM
49
Penn Capital Management
Pennsylvania
$6.71M +$820K +18,744 +14%
PCM
50
Penserra Capital Management
California
$6.7M -$369K -8,451 -5%
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