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Calix
CALX

Overview Fund Activity

271 hedge funds and large institutions have $2.9B invested in Calix in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
42
Increased
114
Reduced
90
Closed
41
Calls
$6.33M
Puts
$3.13M
Net Calls
+$3.2M
Net Calls Change
-$6.3M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$62.3M
2
CAM
2
Congress Asset Management
Massachusetts
$22M
3
Ameriprise
3
Ameriprise
Minnesota
$61.5M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$21.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.8M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$23.3M
2
DCM
2
Driehaus Capital Management
Illinois
$24.3M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$16.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
151
Oak Associates
Ohio
$820K -$589K -11,000 -42%
EF
152
Empowered Funds
Pennsylvania
$810K +$810K +15,117 New
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$809K -$5.36K -100 -0.7%
LPL Financial
154
LPL Financial
California
$774K -$150K -2,790 -16%
SOMRS
155
State of Michigan Retirement System
Michigan
$773K -$5.36K -100 -0.7%
JWS
156
Juncture Wealth Strategies
Arizona
$751K +$751K +14,009 New
WP
157
Woodline Partners
California
$714K +$307K +5,722 +75%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$677K +$395K +7,363 +140%
Calamos Advisors
159
Calamos Advisors
Illinois
$669K -$4.39M -81,998 -87%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$659K -$26.8K -500 -4%
AI
161
Atom Investors
Texas
$645K +$645K +12,035 New
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$627K – – –
FRM
163
Fox Run Management
Connecticut
$605K +$605K +11,291 New
HIM
164
Hillsdale Investment Management
Ontario, Canada
$589K -$53.6K -1,000 -8%
AWM
165
AE Wealth Management
Kansas
$581K +$116K +2,166 +25%
CCIA
166
Campbell & Co Investment Adviser
Maryland
$563K +$563K +10,505 New
Baillie Gifford & Co
167
Baillie Gifford & Co
United Kingdom
$562K -$7.18K -134 -1%
NMERB
168
New Mexico Educational Retirement Board
New Mexico
$552K +$85.7K +1,600 +18%
ProShare Advisors
169
ProShare Advisors
Maryland
$544K -$40.2K -751 -7%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$517K +$54.4K +1,016 +12%
YIH
171
Y-Intercept (HK)
Hong Kong
$513K +$513K +9,577 New
MIIM
172
Mesirow Institutional Investment Management
Illinois
$512K +$185K +3,450 +57%
LA
173
LVW Advisors
New York
$501K +$1.61K +30 +0.3%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$487K – – –
BCM
175
Bayesian Capital Management
New York
$486K +$486K +9,071 New
5 6
7
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