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Calix
CALX

Overview Fund Activity

239 hedge funds and large institutions have $2.21B invested in Calix in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
105
Reduced
76
Closed
39
Calls
$10.7M
Puts
$14.8M
Net Calls
-$4.08M
Net Calls Change
-$8.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$44.3M
2
Invesco
2
Invesco
Georgia
$30.1M
3
CAM
3
Congress Asset Management
Massachusetts
$60.7M
4
AAM
4
ACK Asset Management
Connecticut
$12.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$36M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$204M
2
ACM
2
Analog Century Management
New York
$0
3
KCM
3
Kornitzer Capital Management
Kansas
$16.7M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$60.6M
5
EIP
5
Epoch Investment Partners
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
126
Liontrust Investment Partners
United Kingdom
$645K – – –
LPL Financial
127
LPL Financial
California
$631K +$157K +4,054 +33%
Baillie Gifford & Co
128
Baillie Gifford & Co
United Kingdom
$573K -$8.03K -207 -1%
SO
129
STRS Ohio
Ohio
$562K +$198K +5,100 +54%
NG
130
Norden Group
Utah
$561K +$35.5K +914 +7%
IIM
131
INTECH Investment Management
Florida
$549K +$549K +14,148 New
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$535K -$15.5K -400 -3%
ACM
133
Aquatic Capital Management
Illinois
$535K +$535K +13,800 New
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$531K +$10.7K +275 +2%
Creative Planning
135
Creative Planning
Kansas
$530K -$32.1K -828 -6%
Franklin Resources
136
Franklin Resources
California
$510K -$45.6K -1,195 -8%
MAM
137
Meeder Asset Management
Ohio
$505K +$256K +6,592 +102%
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$486K -$1.86K -48 -0.4%
ProShare Advisors
139
ProShare Advisors
Maryland
$476K +$124K +3,191 +35%
AWAU
140
Alliance Wealth Advisors (Utah)
Utah
$473K +$45K +1,160 +11%
CAM
141
Cresset Asset Management
Illinois
$457K -$98.7K -2,544 -18%
HCA
142
Harbor Capital Advisors
Illinois
$442K +$57.5K +1,483 +15%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$428K +$97.2K +2,505 +29%
II
144
Inspire Investing
Idaho
$413K +$30K +773 +8%
NRD
145
Nebula Research & Development
New York
$412K -$337K -8,692 -45%
PWG
146
Portside Wealth Group
Utah
$400K +$120K +3,103 +43%
DT
147
Diversified Trust
Tennessee
$395K +$5.9K +152 +2%
DWM
148
Diversify Wealth Management
Utah
$373K +$60.3K +1,628 +19%
Connor, Clark & Lunn Investment Management (CC&L)
149
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$363K -$62K -1,599 -15%
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
$355K +$82.7K +2,132 +30%
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6
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