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Calix
CALX

Overview Fund Activity

267 hedge funds and large institutions have $2.71B invested in Calix in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
4.21%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
36
Increased
114
Reduced
88
Closed
39
Calls
$15.6M
Puts
$1.77M
Net Calls
+$13.8M
Net Calls Change
+$10.6M

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$26.5M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$26M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$61.5M
4
DCM
4
Driehaus Capital Management
Illinois
$39.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$303M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$0
2
Invesco
2
Invesco
Georgia
$7.87M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$14M
4
SCM
4
SG Capital Management
Illinois
$0
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
176
LPL Financial
California
$521K -$199K -3,996 -28%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$517K +$35.4K +710 +7%
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$499K +$46.6K +935 +10%
VRS
179
Virginia Retirement Systems
Virginia
$459K +$25K +500 +6%
Lazard Asset Management
180
Lazard Asset Management
New York
$452K +$386K +7,756 +586%
CAM
181
Cresset Asset Management
Illinois
$449K +$449K +8,996 New
First Trust Advisors
182
First Trust Advisors
Illinois
$443K -$2.03M -40,637 -82%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$435K – – –
Federated Hermes
184
Federated Hermes
Pennsylvania
$435K -$4.04K -81 -0.9%
DT
185
Diversified Trust
Tennessee
$425K +$425K +8,511 New
X
186
Xponance
Pennsylvania
$423K -$20.6K -413 -5%
YIH
187
Y-Intercept (HK)
Hong Kong
$417K -$60.9K -1,220 -13%
US Bancorp
188
US Bancorp
Minnesota
$400K -$38.7K -776 -9%
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$395K -$905K -18,136 -70%
LA
190
LVW Advisors
New York
$389K -$77.5K -1,552 -17%
Osaic Holdings
191
Osaic Holdings
Arizona
$368K -$9.03K -181 -2%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$356K -$35.4K -710 -9%
PAMS
193
Pictet Asset Management (Switzerland)
Switzerland
$354K – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$327K +$272K +5,453 +495%
GC
195
Guggenheim Capital
Illinois
$318K -$66.3K -1,328 -17%
II
196
Inspire Investing
Idaho
$313K +$59.8K +1,198 +24%
GT
197
Glenmede Trust
Pennsylvania
$310K – – –
Walleye Trading
198
Walleye Trading
New York
$307K +$307K +6,149 New
Wolverine Trading
199
Wolverine Trading
Illinois
$301K +$301K +5,959 New
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$299K -$2K -40 -0.7%
6 7
8
9 10