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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 %
QC
126
Quadrature Capital
United Kingdom
$1.51M +$1.51M +28,149 New
QT
127
Quantbot Technologies
New York
$1.48M +$1.48M +27,625 New
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$1.4M -$1.75M -32,568 -56%
NA
129
Navellier & Associates
Nevada
$1.38M -$75.7K -1,412 -5%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.37M +$1.66K +31 +0.1%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.37M +$310K +5,794 +29%
AG
132
Algert Global
California
$1.35M -$1.66M -30,897 -55%
TC
133
TownSquare Capital
Utah
$1.21M +$686K +12,802 +131%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$1.17M +$1.17M +21,818 New
SO
135
STRS Ohio
Ohio
$1.16M +$145K +2,700 +14%
MAG
136
Millrace Asset Group
Pennsylvania
$1.13M +$57.9K +1,080 +5%
PI
137
Putnam Investments
Massachusetts
$1.11M -$46.7K -872 -4%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$1.11M -$166K -3,100 -13%
ADIM
139
Alpha DNA Investment Management
Maryland
$1.06M +$214K +4,001 +25%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$1.06M +$83.1K +1,550 +9%
AIP
141
Ameritas Investment Partners
Nebraska
$1.03M – – –
Connor, Clark & Lunn Investment Management (CC&L)
142
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.01M +$1.01M +18,870 New
HSA
143
Hussman Strategic Advisors
Maryland
$997K +$997K +18,600 New
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$977K – – –
Truist Financial
145
Truist Financial
North Carolina
$937K +$236K +4,403 +34%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$923K -$447K -8,343 -33%
ASRS
147
Arizona State Retirement System
Arizona
$915K +$26.6K +497 +3%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$898K +$5.68K +106 +0.6%
SG Americas Securities
149
SG Americas Securities
New York
$848K -$161 -3 -0%
Wells Fargo
150
Wells Fargo
California
$836K +$537K +10,017 +180%
4 5
6
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