239 hedge funds and large institutions have $2.21B invested in Calix in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
105
Reduced
76
Closed
39
Calls
$10.7M
Puts
$14.8M
Net Calls
-$4.08M
Net Calls Change
-$8.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$15.9M +$4.11M +105,969 +35%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$15.6M -$181K -4,674 -1%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$15.6M -$3.16M -81,402 -17%
MIIM
29
Mesirow Institutional Investment Management
Illinois
$14M +$118K +3,030 +0.8%
Bank of America
30
Bank of America
North Carolina
$13.7M +$539K +13,883 +4%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$13.4M +$8.92M +229,871 +201%
AAM
32
ACK Asset Management
Connecticut
$12.5M +$12.5M +321,124 New
Deutsche Bank
33
Deutsche Bank
Germany
$10.9M +$292K +7,523 +3%
Principal Financial Group
34
Principal Financial Group
Iowa
$10.7M -$473K -12,204 -4%
DCM
35
Driehaus Capital Management
Illinois
$10M +$10M +258,618 New
Goldman Sachs
36
Goldman Sachs
New York
$10M +$3.15M +81,098 +46%
NIM
37
Needham Investment Management
New York
$9.7M +$2.91M +75,000 +43%
CWM
38
Congress Wealth Management
Massachusetts
$9.57M +$2.19M +56,346 +30%
PC
39
Pier Capital
Connecticut
$9.25M -$22.9K -591 -0.2%
DIM
40
DC Investments Management
Virginia
$8.9M
Renaissance Technologies
41
Renaissance Technologies
New York
$7.91M +$4.86M +125,400 +160%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$7.8M +$86.5K +2,231 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$6.9M +$328K +8,443 +5%
Legal & General Group
44
Legal & General Group
United Kingdom
$6.54M +$104K +2,685 +2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$6.45M -$282K -7,270 -4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$6.16M +$1.15M +29,559 +23%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$5.52M +$20.2K +520 +0.4%
Ameriprise
48
Ameriprise
Minnesota
$5.47M -$682K -17,580 -11%
OM
49
OV Management
Minnesota
$5.37M +$300K +7,742 +6%
UBS AM
50
UBS AM
Illinois
$5.03M +$271K +6,984 +6%