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Calix
CALX

Overview Fund Activity

203 hedge funds and large institutions have $1.82B invested in Calix in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-26
Holders Change %
-11.35%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
92
Reduced
67
Closed
39
Calls
$4.88M
Puts
$5.78M
Net Calls
-$897K
Net Calls Change
+$2.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$82.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$34.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$21.6M
4
Marshall Wace
Marshall Wace
United Kingdom
$19.4M
5
Citadel Advisors
Citadel Advisors
Florida
$10.2M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.5M
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$12.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
176
GPS Wealth Strategies Group
Colorado
$9K – – –
FHA
177
First Horizon Advisors
Tennessee
$7K -$4.26K -121 -38%
TFA
178
Toth Financial Advisory
Virginia
$7K – – –
TWA
179
TCI Wealth Advisors
Arizona
$7K +$981 +29 +16%
MAM
180
Meeder Asset Management
Ohio
$6K +$459 +14 +8%
PA
181
Parallel Advisors
California
$6K +$1.25K +34 +26%
UWM
182
Urban Wealth Management
California
$5K +$5K +154 New
EI
183
Ellevest Inc
New York
$4K +$3.29K +92 +460%
APA
184
American Portfolios Advisors
New York
$3.72K – – –
VVP
185
Venture Visionary Partners
Ohio
$3.41K +$3.41K +100 New
Walleye Trading
186
Walleye Trading
New York
$3K -$38.2K -1,210 -93%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$3K -$495 -15 -14%
WT
188
Whittier Trust
California
$3K – – –
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$2K -$227K -4,997 -99%
C
190
Covestor
United Kingdom
$2K -$200 -5 -9%
CG
191
Cutler Group
California
$1K -$444 -20 -31%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
JWA
193
JFS Wealth Advisors
Pennsylvania
$1K +$522 +12 +109%
BIA
194
Bell Investment Advisors
California
$1K +$1K +15 New
CA
195
CoreCap Advisors
Michigan
$1K +$1K +35 New
SFO
196
Standard Family Office
South Dakota
$1K +$1K +40 New
SWA
197
Sutton Wealth Advisors
Florida
$478 -$205 -6 -30%
MF
198
Magnetar Financial
Illinois
$244 -$85 -2,485 -26%
WRCM
199
Whale Rock Capital Management
Massachusetts
– -$38.1M -887,366 Closed
ACM
200
Analog Century Management
New York
– -$10.3M -240,200 Closed
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