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Calix
CALX

Overview Fund Activity

197 hedge funds and large institutions have $1.71B invested in Calix in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 50 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
48
Increased
50
Reduced
81
Closed
39
Calls
$17.4M
Puts
$27.2M
Net Calls
-$9.84M
Net Calls Change
-$64.2M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$70.3M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$81.3M
3
Ameriprise
3
Ameriprise
Minnesota
$41.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$36.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$33.4M

Top Sellers

1
FA
1
Friess Associates
Delaware
$4.49M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$83.2M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$67.3M
4
DCM
4
Divisar Capital Management
California
$2.59M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$37K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$211K +$211K +6,100 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$210K -$43.3K -1,246 -17%
MML Investors Services
153
MML Investors Services
Massachusetts
$209K +$209K +6,044 New
YIH
154
Y-Intercept (HK)
Hong Kong
$204K +$204K +6,114 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$201K +$201K +5,793 New
American Century Companies
156
American Century Companies
Missouri
$201K +$201K +5,805 New
Skandinaviska Enskilda Banken (SEB)
157
Skandinaviska Enskilda Banken (SEB)
Sweden
$194K +$194K +5,600 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$151K – – –
AIP
159
Ameritas Investment Partners
Nebraska
$148K -$8.44K -244 -5%
PHK
160
Point72 Hong Kong
Hong Kong
$139K +$139K +4,005 New
Canada Life
161
Canada Life
Manitoba, Canada
$128K – – –
IA
162
IFP Advisors
Florida
$112K – – –
QT
163
Quantbot Technologies
New York
$107K +$107K +3,099 New
MAM
164
Meeder Asset Management
Ohio
$106K +$106K +3,035 New
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$99K +$99K +2,870 New
DWA
166
Dorsey Wright & Associates
California
$92.9K +$53.3K +1,539 +135%
ED
167
Exane Derivatives
France
$90.2K +$17.2K +497 +24%
NICM
168
Neo Ivy Capital Management
New York
$83K +$83K +2,382 New
PAM
169
Panagora Asset Management
Massachusetts
$80K +$4.93K +143 +7%
S
170
SignatureFD
Georgia
$72K +$8.71K +250 +14%
QCG
171
Quadrant Capital Group
Ohio
$71K – – –
Macquarie Group
172
Macquarie Group
Australia
$64K +$36.5K +1,059 +132%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$61K -$265K -6,631 -81%
Fuller & Thaler Asset Management
174
Fuller & Thaler Asset Management
California
$37K -$12.1M -346,177 -100%
Lazard Asset Management
175
Lazard Asset Management
New York
$29K – – –
5 6
7
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