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Calix
CALX

Overview Fund Activity

230 hedge funds and large institutions have $3.31B invested in Calix in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+27
Holders Change %
+13.3%
% of All Funds
3.98%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.22%
New
47
Increased
86
Reduced
78
Closed
19
Calls
$16.1M
Puts
$10.1M
Net Calls
+$5.98M
Net Calls Change
+$6.88M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$104M
2
Vanguard Group
Vanguard Group
Pennsylvania
$353M
3
OAM
Ophir Asset Management
Australia
$30.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.6M
5
HRCM
Hood River Capital Management
Florida
$83.8M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$123M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$108M
3
Renaissance Technologies
Renaissance Technologies
New York
$48.8M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$16.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
176
UBS Group
Switzerland
$286K -$148K -2,417 -34%
CGH
177
Crossmark Global Holdings
Texas
$284K +$284K +4,650 New
PAG
178
Private Advisor Group
New Jersey
$276K +$276K +4,509 New
Verition Fund Management
179
Verition Fund Management
Connecticut
$271K +$271K +4,434 New
Osaic Holdings
180
Osaic Holdings
Arizona
$267K +$37.8K +619 +16%
Creative Planning
181
Creative Planning
Kansas
$240K +$240K +3,932 New
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
$235K +$235K +3,836 New
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$211K – – –
II
184
Inspire Investing
Idaho
$204K +$204K +3,331 New
CMF
185
Counterpoint Mutual Funds
California
$122K +$122K +2,002 New
QCG
186
Quadrant Capital Group
Ohio
$111K +$2.62K +43 +2%
SOW
187
State of Wyoming
Wyoming
$108K +$64.9K +1,059 +151%
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$101K +$15.3K +255 +18%
S
189
SignatureFD
Georgia
$78K +$1.77K +29 +2%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$75K +$10.4K +171 +16%
HCP
191
Hexagon Capital Partners
Arkansas
$67K – – –
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$61K – – –
IA
193
IFP Advisors
Florida
$53K +$513 +59 +1%
PI
194
PEAK6 Investments
Illinois
$52K -$2.76M -44,876 -98%
US Bancorp
195
US Bancorp
Minnesota
$40K -$5.74K -94 -13%
EI
196
Ellevest Inc
New York
$33K +$26.2K +428 +382%
TC
197
Truvestments Capital
Florida
$31K +$2.04K +33 +7%
WFA
198
Wipfli Financial Advisors
Wisconsin
$31K +$31K +501 New
AssetMark Inc
199
AssetMark Inc
California
$25K -$5.11K -85 -17%
TVWM
200
Tower View Wealth Management
Wisconsin
$24K +$24K +400 New
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