263 hedge funds and large institutions have $2.5B invested in Calix in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
103
Reduced
100
Closed
41
Calls
$30.4M
Puts
$8.15M
Net Calls
+$22.2M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
201
Mirabella Financial Services
United Kingdom
$230K +$230K +5,254 New
JF
202
Jump Financial
Illinois
$214K -$3.21M -73,378 -94%
SAM
203
Securian Asset Management
Minnesota
$213K -$4.37K -100 -2%
HW
204
Hancock Whitney
Mississippi
$206K -$14.5K -333 -7%
ECM
205
ExodusPoint Capital Management
New York
$202K +$202K +4,621 New
SO
206
STRS Ohio
Ohio
$192K
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$148K
HI
208
Handelsinvest Investeringsforvaltning
Denmark
$142K +$142K +3,258 New
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$106K
TCA
210
Trifecta Capital Advisors
Illinois
$104K
AssetMark Inc
211
AssetMark Inc
California
$97.6K +$28.6K +655 +42%
QCG
212
Quadrant Capital Group
Ohio
$97.5K +$15.2K +348 +18%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$94.1K -$88.6K -2,028 -48%
SOW
214
State of Wyoming
Wyoming
$87.1K +$20.2K +463 +30%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$75.4K -$3.49K -80 -4%
C
216
Covestor
United Kingdom
$63K +$2.67K +61 +4%
AAM
217
Advisors Asset Management
Colorado
$54K +$10.4K +239 +24%
S
218
SignatureFD
Georgia
$50.5K +$1.4K +32 +3%
KBC Group
219
KBC Group
Belgium
$50K
HCP
220
Hexagon Capital Partners
Arkansas
$43.7K
Group One Trading
221
Group One Trading
Illinois
$41.3K -$48.4K -1,107 -54%
US Bancorp
222
US Bancorp
Minnesota
$37.6K +$2.4K +55 +7%
PS
223
Principal Securities
Iowa
$24.1K +$24.1K +551 New
QL
224
Quarry LP
New York
$20.5K -$7.91K -181 -28%
TVWM
225
Tower View Wealth Management
Wisconsin
$17K