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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 %
GIPM
76
G2 Investment Partners Management
New York
$5.14M -$8.48M -158,202 -62%
MOACM
77
Mutual of America Capital Management
New York
$4.99M +$594K +11,083 +14%
EGM
78
Engineers Gate Manager
New York
$4.8M +$4.04M +75,399 +529%
Legal & General Group
79
Legal & General Group
United Kingdom
$4.76M +$224K +4,177 +5%
CWM
80
Congress Wealth Management
Massachusetts
$4.56M +$4.56M +85,055 New
AQR Capital Management
81
AQR Capital Management
Connecticut
$4.24M +$2.24M +42,588 +112%
PCM
82
Penserra Capital Management
California
$4.04M -$243K -4,542 -6%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$3.99M -$34.8K -649 -0.9%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$3.92M -$48.6K -907 -1%
JF
85
Jump Financial
Illinois
$3.87M +$1.94M +36,214 +100%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$3.73M +$146K +2,720 +4%
DCM
87
Discovery Capital Management
Connecticut
$3.72M +$2.48M +46,367 +201%
OQS
88
Occudo Quantitative Strategies
Florida
$3.68M +$3.04M +56,679 +474%
RC
89
Roubaix Capital
Colorado
$3.54M +$1.86M +34,790 +111%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.5M -$95.4K -1,781 -3%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$3.47M +$359K +6,695 +12%
Victory Capital Management
92
Victory Capital Management
Texas
$3.44M +$2.77M +51,606 +408%
JC
93
Jetstream Capital
Tennessee
$3.43M +$2.36M +44,000 +220%
MIM
94
MetLife Investment Management
New Jersey
$3.42M -$50.2K -937 -1%
Voloridge Investment Management
95
Voloridge Investment Management
Florida
$3.31M +$3.31M +61,822 New
OAM
96
Oberweis Asset Management
Illinois
$3.27M +$1.24M +23,200 +61%
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$3.2M +$1.18M +22,042 +58%
UBS AM
98
UBS AM
Illinois
$3M +$323K +6,019 +12%
Prudential Financial
99
Prudential Financial
New Jersey
$3M -$11.6M -216,856 -80%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$2.87M -$1.75M -32,581 -38%
2 3
4
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