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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 %
SWM
176
Spire Wealth Management
Virginia
$20K +$20K +400 New
FHA
177
First Horizon Advisors
Tennessee
$19K -$4.78K -97 -20%
GWSG
178
GPS Wealth Strategies Group
Colorado
$14K – – –
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$12.2K +$12.2K +247 New
GWM
180
Geneos Wealth Management
Colorado
$10K +$10K +215 New
TWA
181
TCI Wealth Advisors
Arizona
$9K – – –
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$7K – – –
APA
183
American Portfolios Advisors
New York
$5.39K – – –
WT
184
Whittier Trust
California
$5K – – –
LWANC
185
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
EW
186
Evoke Wealth
California
$3K – – –
PA
187
Parallel Advisors
California
$1K +$519 +14 +108%
BCA
188
Berman Capital Advisors
Georgia
$1K +$633 +19 +173%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$128 – – –
AS
190
Altshuler Shaham
Israel
– -$39.2M -824,233 Closed
SCM
191
SG Capital Management
Illinois
– -$4.71M -99,045 Closed
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
– -$2.71M -57,060 Closed
ADIM
193
Alpha DNA Investment Management
Maryland
– -$1.41M -29,708 Closed
JCIA
194
Jackson Creek Investment Advisors
Colorado
– -$1.1M -23,053 Closed
EGM
195
Engineers Gate Manager
New York
– -$652K -13,729 Closed
TC
196
TwinBeech Capital
New York
– -$616K -12,965 Closed
PCM
197
Prelude Capital Management
New York
– -$607K -12,772 Closed
Squarepoint
198
Squarepoint
New York
– -$455K -9,578 Closed
CIBC World Market
199
CIBC World Market
Ontario, Canada
– -$358K -7,537 Closed
TI
200
Trexquant Investment
Connecticut
– -$356K -7,503 Closed
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