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Calix
CALX

Overview Fund Activity

273 hedge funds and large institutions have $3.58B invested in Calix in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 87 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+43
Holders Change %
+18.7%
% of All Funds
4.4%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
58
Increased
107
Reduced
87
Closed
13
Calls
$15.3M
Puts
$5.78M
Net Calls
+$9.5M
Net Calls Change
+$3.52M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$52M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$156M
3
Principal Financial Group
Principal Financial Group
Iowa
$37.9M
4
Axa
Axa
France
$22M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$81.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.9M
4
GGHC
Gilder Gagnon Howe & Co
New York
$148M
5
KCM
Kornitzer Capital Management
Kansas
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
201
HighTower Advisors
Illinois
$241K +$241K +3,488 New
II
202
Inspire Investing
Idaho
$237K +$9.1K +133 +4%
XT
203
XTX Topco
Cayman Islands
$236K +$236K +3,451 New
Verition Fund Management
204
Verition Fund Management
Connecticut
$230K -$72.9K -1,066 -24%
VPIM
205
Vanguard Personalized Indexing Management
California
$224K +$224K +3,276 New
PA
206
Profund Advisors
Maryland
$222K +$222K +3,246 New
QCM
207
Qsemble Capital Management
New York
$212K +$212K +3,100 New
VI
208
Versor Investments
New York
$205K -$478K -6,982 -70%
TCA
209
Trifecta Capital Advisors
Illinois
$205K +$205K +2,991 New
GIA
210
Gladstone Institutional Advisory
Florida
$201K +$201K +2,932 New
APP
211
Alpha Paradigm Partners
Illinois
$174K +$174K +2,544 New
CMF
212
Counterpoint Mutual Funds
California
$151K +$13.9K +203 +10%
VanEck Associates
213
VanEck Associates
New York
$146K +$146K +2,138 New
HFM
214
Harvest Fund Management
China
$141K +$141K +2,056 New
QCG
215
Quadrant Capital Group
Ohio
$140K +$15.6K +228 +13%
TRCT
216
Tower Research Capital (TRC)
New York
$128K -$665K -9,710 -84%
SIC
217
SJS Investment Consulting
Ohio
$128K +$127K +1,856 +18,560%
SOW
218
State of Wyoming
Wyoming
$126K +$5.27K +77 +4%
Dimensional Fund Advisors
219
Dimensional Fund Advisors
Texas
$115K +$342 +4,994 +0.3%
TC
220
Truvestments Capital
Florida
$114K +$79.5K +1,162 +232%
S
221
SignatureFD
Georgia
$92.6K +$4.93K +72 +6%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$92.2K +$8.01K +117 +10%
HIIFS
223
Harel Insurance Investments & Financial Services
Israel
$71K -$44.8K -650 -39%
HCP
224
Hexagon Capital Partners
Arkansas
$65K -$10.3K -150 -14%
N
225
Natixis
France
$60.4K +$60.4K +883 New
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9
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