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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 %
Citigroup
151
Citigroup
New York
$530K +$355K +8,126 +203%
BHCM
152
Brevan Howard Capital Management
Jersey
$522K +$522K +11,939 New
PI
153
PEAK6 Investments
Illinois
$508K +$508K +11,625 New
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$507K – – –
HCA
155
Harbor Capital Advisors
Illinois
$502K -$1.88K -43 -0.4%
LPL Financial
156
LPL Financial
California
$502K +$9.26K +212 +2%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$472K -$37.3K -853 -7%
TRCT
158
Tower Research Capital (TRC)
New York
$469K +$364K +8,335 +346%
First Trust Advisors
159
First Trust Advisors
Illinois
$466K -$1.09M -25,005 -70%
CC
160
Cipher Capital
New York
$435K +$234K +5,353 +116%
Walleye Trading
161
Walleye Trading
New York
$428K -$272K -6,217 -39%
TCM
162
Teza Capital Management
Illinois
$417K +$191K +4,381 +85%
DT
163
Diversified Trust
Tennessee
$410K -$4.89K -112 -1%
CAM
164
Cresset Asset Management
Illinois
$404K +$6.38K +146 +2%
Pacer Advisors
165
Pacer Advisors
Pennsylvania
$397K +$170K +3,886 +75%
AWAU
166
Alliance Wealth Advisors (Utah)
Utah
$384K +$16.4K +375 +4%
II
167
Inspire Investing
Idaho
$382K +$92.4K +2,116 +32%
X
168
Xponance
Pennsylvania
$372K +$2.4K +55 +0.6%
PCM
169
Prelude Capital Management
New York
$368K +$368K +8,423 New
WG
170
Winton Group
United Kingdom
$367K +$88.4K +2,024 +32%
Osaic Holdings
171
Osaic Holdings
Arizona
$365K -$88.5K -2,025 -20%
NG
172
Norden Group
Utah
$361K +$92K +2,105 +34%
OR
173
Olympiad Research
Connecticut
$347K +$347K +7,935 New
HSBC Holdings
174
HSBC Holdings
United Kingdom
$344K -$317K -7,260 -48%
CC
175
Centiva Capital
New York
$340K +$340K +7,791 New
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7
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