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Calix
CALX

Overview Fund Activity

230 hedge funds and large institutions have $3.31B invested in Calix in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+27
Holders Change %
+13.3%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.22%
New
47
Increased
86
Reduced
78
Closed
19
Calls
$16.1M
Puts
$10.1M
Net Calls
+$5.98M
Net Calls Change
+$6.88M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$104M
2
Vanguard Group
Vanguard Group
Pennsylvania
$353M
3
OAM
Ophir Asset Management
Australia
$30.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.6M
5
HRCM
Hood River Capital Management
Florida
$83.8M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$123M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
3
Renaissance Technologies
Renaissance Technologies
New York
$48.8M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$16.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$997K +$258K +4,215 +35%
ASRS
127
Arizona State Retirement System
Arizona
$966K +$5.2K +85 +0.5%
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$923K +$30.6K +500 +3%
SOMRS
129
State of Michigan Retirement System
Michigan
$875K +$12.2K +200 +1%
LPL Financial
130
LPL Financial
California
$872K +$249K +4,070 +40%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$832K +$918 +15 +0.1%
SO
132
STRS Ohio
Ohio
$807K – – –
E
133
Ergoteles
New York
$801K +$801K +13,106 New
HIM
134
Hillsdale Investment Management
Ontario, Canada
$776K +$776K +12,700 New
TIM
135
Thompson Investment Management
Wisconsin
$770K – – –
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$747K +$313K +5,120 +72%
TRCT
137
Tower Research Capital (TRC)
New York
$708K +$469K +7,663 +196%
GC
138
Guggenheim Capital
Illinois
$694K -$59.1K -966 -8%
LA
139
LVW Advisors
New York
$685K – – –
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$679K – – –
LFAS
141
Level Four Advisory Services
Texas
$676K +$676K +11,049 New
FRM
142
Fox Run Management
Connecticut
$667K +$667K +10,913 New
VRS
143
Virginia Retirement Systems
Virginia
$660K +$660K +10,800 New
Truist Financial
144
Truist Financial
North Carolina
$651K -$73.2K -1,198 -10%
Baillie Gifford & Co
145
Baillie Gifford & Co
United Kingdom
$650K +$29.3K +479 +5%
BCM
146
Bridgeway Capital Management
Texas
$642K – – –
VI
147
Versor Investments
New York
$610K +$610K +9,983 New
ProShare Advisors
148
ProShare Advisors
Maryland
$572K -$4.28K -70 -0.7%
X
149
Xponance
Pennsylvania
$535K +$5.07K +83 +1%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$533K – – –
4 5
6
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