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Calix
CALX

Overview Fund Activity

263 hedge funds and large institutions have $2.5B invested in Calix in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
103
Reduced
100
Closed
41
Calls
$30.4M
Puts
$8.15M
Net Calls
+$22.2M
Net Calls Change
+$21M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$232M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$70.4M
3
Morgan Stanley
Morgan Stanley
New York
$43.5M
4
EIP
Epoch Investment Partners
New York
$41.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$42.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$28.8M
2
OAM
Ophir Asset Management
Australia
$0
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$625K
5
RCMC
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$953K +$91.7K +2,100 +11%
JCIA
127
Jackson Creek Investment Advisors
Colorado
$884K -$175 -4 -0%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$853K – – –
Wells Fargo
129
Wells Fargo
California
$852K +$94.8K +2,170 +13%
AIP
130
Ameritas Investment Partners
Nebraska
$845K +$10.7K +245 +1%
SEC
131
Seven Eight Capital
New York
$800K +$127K +2,910 +19%
LIP
132
Liontrust Investment Partners
United Kingdom
$796K -$25.6K -587 -3%
Victory Capital Management
133
Victory Capital Management
Texas
$792K -$1.27M -28,992 -62%
Citadel Advisors
134
Citadel Advisors
Florida
$791K -$11.7M -267,880 -94%
American Century Companies
135
American Century Companies
Missouri
$751K +$751K +17,182 New
TC
136
TwinBeech Capital
New York
$747K +$747K +17,100 New
SCM
137
Semanteon Capital Management
Massachusetts
$743K +$743K +17,007 New
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$738K – – –
ASRS
139
Arizona State Retirement System
Arizona
$729K -$12.6K -289 -2%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$724K – – –
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$721K -$8.74K -200 -1%
Walleye Capital
142
Walleye Capital
New York
$680K +$9.31K +213 +1%
Marshall Wace
143
Marshall Wace
United Kingdom
$625K -$22.6M -516,911 -97%
SOMRS
144
State of Michigan Retirement System
Michigan
$612K -$4.37K -100 -0.7%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$577K – – –
ACM
146
Aquatic Capital Management
Illinois
$577K +$459K +10,500 +389%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$570K -$2.1K -48 -0.4%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$565K +$42.9K +982 +8%
Baillie Gifford & Co
149
Baillie Gifford & Co
United Kingdom
$563K -$5.37K -123 -0.9%
ProShare Advisors
150
ProShare Advisors
Maryland
$561K +$87.3K +1,998 +18%
4 5
6
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