254 hedge funds and large institutions have $2.04B invested in Calix in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
42
Increased
103
Reduced
90
Closed
44
Calls
$7.89M
Puts
$3.87M
Net Calls
+$4.03M
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Shares
Change %
BHCM
151
Brevan Howard Capital Management
Jersey
$403K +$403K +11,382 New
AWM
152
Ariadne Wealth Management
California
$399K +$399K +1,689 New
AWAU
153
Alliance Wealth Advisors (Utah)
Utah
$391K +$33.6K +949 +9%
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$389K +$389K +10,967 New
DTL
155
Dynamic Technology Lab
Singapore
$356K -$1.62M -45,684 -82%
DT
156
Diversified Trust
Tennessee
$355K +$36.4K +1,026 +11%
HCA
157
Harbor Capital Advisors
Illinois
$351K -$170K -4,795 -33%
II
158
Inspire Investing
Idaho
$349K -$31.1K -878 -8%
WP
159
Woodline Partners
California
$341K -$301K -8,500 -47%
MOACM
160
Mutual of America Capital Management
New York
$340K -$18.1K -512 -5%
SO
161
STRS Ohio
Ohio
$333K +$227K +6,400 +213%
ProShare Advisors
162
ProShare Advisors
Maryland
$321K -$99.8K -2,816 -24%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$310K -$235K -6,607 -43%
SIP
164
Stoneridge Investment Partners
Pennsylvania
$307K -$11.4K -322 -4%
DWM
165
Diversify Wealth Management
Utah
$305K +$305K +8,438 New
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$304K +$304K +8,520 New
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$302K
Stifel Financial
168
Stifel Financial
Missouri
$292K +$24.7K +697 +9%
SG Americas Securities
169
SG Americas Securities
New York
$281K +$155K +4,384 +123%
AQR Capital Management
170
AQR Capital Management
Connecticut
$278K -$1.85M -52,266 -87%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$259K -$284 -8 -0.1%
PWG
172
Portside Wealth Group
Utah
$256K +$10.7K +301 +4%
Pictet Asset Management
173
Pictet Asset Management
Switzerland
$251K
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$248K +$248K +7,011 New
Wolverine Trading
175
Wolverine Trading
Illinois
$228K -$27.5K -775 -11%