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Calix
CALX

Overview Fund Activity

189 hedge funds and large institutions have $2.5B invested in Calix in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
29
Increased
64
Reduced
66
Closed
22
Calls
$23.5M
Puts
$27.9M
Net Calls
-$4.41M
Net Calls Change
-$250K

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$33.8M
2
RA
Royce & Associates
New York
$23.8M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$19.2M
4
TIM
Thornburg Investment Management
New Mexico
$16M
5
AllianceBernstein
AllianceBernstein
Tennessee
$148M

Top Sellers

1
AS
Altshuler Shaham
Israel
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$85.4M
3
Citadel Advisors
Citadel Advisors
Florida
$2.86M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$300K +$115K +2,325 +62%
AWM
152
AE Wealth Management
Kansas
$283K -$704K -14,265 -71%
Skandinaviska Enskilda Banken (SEB)
153
Skandinaviska Enskilda Banken (SEB)
Sweden
$277K – – –
CG
154
Caprock Group
Idaho
$277K – – –
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$262K +$45.9K +926 +21%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$261K – – –
Walleye Trading
157
Walleye Trading
New York
$244K +$34.1K +690 +16%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$242K +$242K +4,888 New
PAG
159
Private Advisor Group
New Jersey
$237K – – –
VIA
160
Vident Investment Advisory
Georgia
$230K -$39.8K -804 -15%
Marshall Wace
161
Marshall Wace
United Kingdom
$218K +$218K +4,414 New
AIP
162
Ameritas Investment Partners
Nebraska
$212K – – –
RJA
163
Raymond James & Associates
Florida
$206K +$206K +4,167 New
Canada Life
164
Canada Life
Manitoba, Canada
$159K – – –
IA
165
IFP Advisors
Florida
$157K -$6.55K -133 -4%
MC
166
Maverick Capital
Texas
$146K +$85.2K +1,721 +140%
DWA
167
Dorsey Wright & Associates
California
$144K +$11.3K +228 +9%
ED
168
Exane Derivatives
France
$107K +$7.17K +145 +7%
Macquarie Group
169
Macquarie Group
Australia
$106K +$76.7K +1,554 +261%
S
170
SignatureFD
Georgia
$102K +$246 +5 +0.2%
QCG
171
Quadrant Capital Group
Ohio
$101K – – –
TRCT
172
Tower Research Capital (TRC)
New York
$81K -$593K -12,034 -88%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$32K -$6.77K -135 -17%
HCP
174
Hexagon Capital Partners
Arkansas
$32K – – –
US Bancorp
175
US Bancorp
Minnesota
$31K -$25.7K -511 -45%
5 6
7
8 9