CALX icon

Calix
CALX

Overview Fund Activity

258 hedge funds and large institutions have $2B invested in Calix in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
38
Increased
92
Reduced
94
Closed
29
Calls
$13.7M
Puts
$15.2M
Net Calls
-$1.45M
Net Calls Change
+$36.2M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$30.2M
2
PCM
Penn Capital Management
Pennsylvania
$12M
3
AllianceBernstein
AllianceBernstein
Tennessee
$88.9M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$8.62M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.97M

Top Sellers

1
TI
Trigran Investments
Illinois
$0
2
KCM
Kornitzer Capital Management
Kansas
$557K
3
Millennium Management
Millennium Management
New York
$62.6M
4
BlackRock
BlackRock
New York
$393M
5
SCM
SG Capital Management
Illinois
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
Nuveen LLC
North Carolina
$15.2M +$15.2M +429,088 New
PAMP
27
Polar Asset Management Partners
Ontario, Canada
$14.7M -$6.82M -192,548 -32%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$14.3M +$1.16M +32,610 +9%
SCM
29
SG Capital Management
Illinois
$12.1M -$8.17M -230,484 -40%
PCM
30
Penn Capital Management
Pennsylvania
$12M +$12M +338,311 New
Barclays
31
Barclays
United Kingdom
$11.6M +$4M +112,751 +53%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.2M +$1.76M +49,597 +19%
Principal Financial Group
33
Principal Financial Group
Iowa
$10.4M +$249K +7,030 +2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$10.2M +$7.81M +220,491 +333%
Deutsche Bank
35
Deutsche Bank
Germany
$9.75M -$195K -5,501 -2%
Bank of America
36
Bank of America
North Carolina
$9.73M -$581K -16,383 -6%
Goldman Sachs
37
Goldman Sachs
New York
$9.41M -$6M -169,404 -39%
GIPM
38
G2 Investment Partners Management
New York
$9M +$5M +141,000 +125%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$8.97M +$7.88M +222,261 +718%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.86M +$131K +3,709 +2%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$8.62M +$8.62M +243,222 New
Invesco
42
Invesco
Georgia
$8.42M -$50.3K -1,420 -0.6%
DIM
43
DC Investments Management
Virginia
$8.13M – – –
NIM
44
Needham Investment Management
New York
$7.51M -$2.23M -63,000 -23%
CWM
45
Congress Wealth Management
Massachusetts
$7.37M +$2.03M +57,400 +38%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$7.11M -$61.4K -1,733 -0.9%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.63M +$1.42M +40,175 +27%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$6.5M +$2.44M +68,937 +60%
Legal & General Group
49
Legal & General Group
United Kingdom
$6.33M +$146K +4,127 +2%
UBS AM
50
UBS AM
Illinois
$6.25M +$599K +16,905 +11%
1
2
3 4 5