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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 %
SWM
176
Spire Wealth Management
Virginia
$28K +$28K +800 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$25K +$25K +731 New
LLL
178
Lynrock Lake LP
New York
$23K -$1.24M -36,000 -98%
US Bancorp
179
US Bancorp
Minnesota
$23K -$625 -18 -3%
HCP
180
Hexagon Capital Partners
Arkansas
$20K +$3.33K +100 +20%
FHA
181
First Horizon Advisors
Tennessee
$17K +$4.78K +135 +39%
MF
182
Manchester Financial
California
$11K – – –
GWSG
183
GPS Wealth Strategies Group
Colorado
$9K +$9K +275 New
EVM
184
Eaton Vance Management
Massachusetts
$6K +$6K +168 New
JG
185
Jefferies Group
New York
$4.78K +$4.78K +138 New
MIM
186
Macroview Investment Management
Maryland
$4K -$466 -12 -10%
TWA
187
TCI Wealth Advisors
Arizona
$4K +$4K +124 New
APA
188
American Portfolios Advisors
New York
$3.78K – – –
WT
189
Whittier Trust
California
$3K – – –
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$2K – – –
EW
191
Evoke Wealth
California
$2K +$2K +63 New
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$2K +65 New
AIG
193
American International Group
New York
$1.06K +$3 +81 +0.3%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$73 – – –
SCM
195
SG Capital Management
Illinois
– -$8.4M -282,118 Closed
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
– -$7.05M -236,827 Closed
HA
197
Heartland Advisors
Wisconsin
– -$4.46M -150,000 Closed
SPPAM
198
Summit Partners Public Asset Management
Massachusetts
– -$3.99M -133,899 Closed
AI
199
Atom Investors
Texas
– -$3.28M -110,083 Closed
Simplex Trading
200
Simplex Trading
Illinois
– -$2.87M -96,312 Closed
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