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Calix
CALX

Overview Fund Activity

267 hedge funds and large institutions have $2.71B invested in Calix in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
4.21%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
36
Increased
114
Reduced
88
Closed
39
Calls
$15.6M
Puts
$1.77M
Net Calls
+$13.8M
Net Calls Change
+$10.6M

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$26.5M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$26M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$61.5M
4
DCM
4
Driehaus Capital Management
Illinois
$39.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$303M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
Invesco
2
Invesco
Georgia
$7.87M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$14M
4
SCM
4
SG Capital Management
Illinois
$0
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Algert Global
California
$1.63M +$374K +7,500 +30%
TIM
127
Thompson Investment Management
Wisconsin
$1.58M – – –
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$1.52M +$662K +13,263 +77%
Wells Fargo
129
Wells Fargo
California
$1.52M +$737K +14,770 +95%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$1.5M +$78.7K +1,575 +6%
YCM
131
Yousif Capital Management
Michigan
$1.43M -$33.2K -665 -2%
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.39M +$111K +2,216 +9%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$1.27M -$1.25K -25 -0.1%
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$1.24M -$918K -18,400 -42%
NA
135
Navellier & Associates
Nevada
$1.19M -$95.8K -1,920 -7%
CIP
136
Chartwell Investment Partners
Pennsylvania
$1.18M -$969K -19,409 -45%
Citigroup
137
Citigroup
New York
$1.14M +$780K +15,623 +218%
EP
138
Edgestream Partners
New Jersey
$1.11M +$1.11M +22,181 New
JFG
139
Jefferies Financial Group
New York
$1.09M -$1.04M -20,918 -49%
BFM
140
Boothbay Fund Management
New York
$1.08M -$1.37M -27,372 -56%
DTL
141
Dynamic Technology Lab
Singapore
$1.06M +$1.06M +21,180 New
JCIA
142
Jackson Creek Investment Advisors
Colorado
$1.01M +$1.01M +20,261 New
FRM
143
Fox Run Management
Connecticut
$1.01M +$442K +8,861 +78%
Truist Financial
144
Truist Financial
North Carolina
$1M +$130K +2,604 +15%
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$984K – – –
AIP
146
Ameritas Investment Partners
Nebraska
$972K +$13.6K +272 +1%
HSA
147
Hussman Strategic Advisors
Maryland
$928K – – –
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$898K -$132K -2,639 -13%
ADIM
149
Alpha DNA Investment Management
Maryland
$847K -$142K -2,845 -14%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$841K +$5.34K +107 +0.6%
4 5
6
7 8