CALX icon

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 %
KIA
201
KLR Investment Advisors
Rhode Island
$292K -$7.24K -145 -2%
IC
202
IEQ Capital
California
$274K – – –
VIA
203
Vident Investment Advisory
Georgia
$265K +$52.9K +1,059 +25%
HW
204
Hancock Whitney
Mississippi
$260K -$111K -2,229 -30%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$260K +$260K +5,200 New
PWG
206
Portside Wealth Group
Utah
$257K +$257K +5,147 New
SAM
207
Securian Asset Management
Minnesota
$254K -$4.99K -100 -2%
AWAU
208
Alliance Wealth Advisors (Utah)
Utah
$252K +$252K +5,057 New
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$246K -$179K -3,506 -42%
GCP
210
GSA Capital Partners
United Kingdom
$246K +$246K +4,924 New
Creative Planning
211
Creative Planning
Kansas
$232K +$22.2K +445 +11%
CC
212
Cipher Capital
New York
$220K +$220K +4,412 New
ZIM
213
Zacks Investment Management
Illinois
$217K -$74.6K -1,494 -26%
QC
214
Quadrature Capital
United Kingdom
$214K -$1.19M -23,850 -85%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$209K +$649 +13 +0.3%
ACM
216
Aquatic Capital Management
Illinois
$205K +$115K +2,300 +128%
CGH
217
Crossmark Global Holdings
Texas
$201K -$9.77K -221 -5%
TC
218
Truvestments Capital
Florida
$195K +$43K +861 +28%
TRCT
219
Tower Research Capital (TRC)
New York
$187K +$83.4K +1,671 +80%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$161K +$7.44K +149 +5%
TCA
221
Trifecta Capital Advisors
Illinois
$149K – – –
IA
222
IFP Advisors
Florida
$147K – – –
QCG
223
Quadrant Capital Group
Ohio
$91.9K -$1.8K -36 -2%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$86K -$2.58M -51,792 -97%
SIC
225
SJS Investment Consulting
Ohio
$73.7K +$50 +1 +0.1%
7 8
9
10 11