CALX icon

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 %
GWSG
201
GPS Wealth Strategies Group
Colorado
$17K – – –
BAM
202
Byrne Asset Management
New Jersey
$15K -$3K -50 -17%
TWA
203
TCI Wealth Advisors
Arizona
$15K +$2.43K +40 +19%
EWA
204
EverSource Wealth Advisors
Alabama
$14K +$14K +229 New
PA
205
Parallel Advisors
California
$13K +$2.86K +46 +28%
TFA
206
Toth Financial Advisory
Virginia
$12K – – –
MAM
207
Meeder Asset Management
Ohio
$11K -$438 -7 -4%
FHA
208
First Horizon Advisors
Tennessee
$9K -$2.86K -48 -24%
BTI
209
Blue Trust Inc
Georgia
$8K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$8K +$2.44K +40 +44%
LC
211
Lindbrook Capital
California
$8K +$7.63K +122 +2,033%
APA
212
American Portfolios Advisors
New York
$6.66K – – –
WT
213
Whittier Trust
California
$6K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.79K +83 +395%
HMS
215
Hanseatic Management Services
New Mexico
$6K +$6K +99 New
HGERS
216
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5K +85 New
SFO
217
Standard Family Office
South Dakota
$2K – – –
BIA
218
Bell Investment Advisors
California
$2K +$846 +11 +73%
JWA
219
JFS Wealth Advisors
Pennsylvania
$2K +$686 +12 +52%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +27 New
DI
221
Disciplined Investments
Oklahoma
$1K +$111 +1 +13%
SC
222
Schubert & Co
Texas
$1K +$391 +9 +64%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +23 New
SWA
224
Sutton Wealth Advisors
Florida
$611 -$244 -4 -29%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$288 +$288 +4,511 New
6 7 8
9
10