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Calix
CALX

Overview Fund Activity

276 hedge funds and large institutions have $2.51B invested in Calix in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 114 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+9
Holders Change %
+3.37%
% of All Funds
4.4%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
45
Increased
114
Reduced
96
Closed
33
Calls
$11.5M
Puts
$10.3M
Net Calls
+$1.24M
Net Calls Change
-$12.6M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$49.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$109M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$17.1M
4
BlackRock
4
BlackRock
New York
$386M
5
IECM
5
Intrinsic Edge Capital Management
Illinois
$23.7M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
SSA
2
Schonfeld Strategic Advisors
New York
$1.46M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$15.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.96M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
176
Diversified Trust
Tennessee
$436K +$45.5K +992 +12%
CAM
177
Cresset Asset Management
Illinois
$417K +$4.77K +104 +1%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$407K -$91.7K -2,000 -18%
X
179
Xponance
Pennsylvania
$388K -$550 -12 -0.1%
Federated Hermes
180
Federated Hermes
Pennsylvania
$386K -$13.7K -298 -3%
AWAU
181
Alliance Wealth Advisors (Utah)
Utah
$385K +$153K +3,348 +66%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$381K +$80.2K +1,750 +27%
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$377K +$14.4K +314 +4%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$353K -$47.2K -1,029 -12%
LA
185
LVW Advisors
New York
$341K -$16.2K -353 -5%
BCM
186
Bayesian Capital Management
New York
$341K -$362K -7,900 -51%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$325K +$325K +7,097 New
SOADOR
188
State of Alaska Department of Revenue
Alaska
$320K -$6.86K -150 -2%
Simplex Trading
189
Simplex Trading
Illinois
$313K -$255K -5,583 -45%
KIA
190
KLR Investment Advisors
Rhode Island
$309K -$4.29K -80 -1%
XT
191
XTX Topco
Cayman Islands
$308K +$308K +6,710 New
II
192
Inspire Investing
Idaho
$304K +$16K +348 +6%
PWG
193
Portside Wealth Group
Utah
$296K +$63.3K +1,399 +27%
WG
194
Winton Group
United Kingdom
$292K +$292K +6,371 New
LAS
195
Lloyd Advisory Services
Georgia
$282K +$282K +6,155 New
NG
196
Norden Group
Utah
$282K +$282K +6,155 New
Calamos Advisors
197
Calamos Advisors
Illinois
$282K +$282K +6,149 New
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$272K -$2.43K -53 -0.9%
VA
199
Vident Advisory
Georgia
$263K +$263K +5,737 New
IC
200
IEQ Capital
California
$252K – – –
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8
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