Calix
CALX
102 hedge funds and large institutions have $285M invested in Calix in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 5 closing their positions.
681% more call options, than puts
Call options by funds: $570K | Put options by funds: $73K
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
10% more funds holding
Funds holding: 93 → 102 (+9)
2.73% more ownership
Funds ownership: 68.55% → 71.28% (+2.7%)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
6% less capital invested
Capital invested by funds: $304M → $285M (-$18.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$12.3M |
| 2 |
LLL
Lynrock Lake LP
Rye Brook,
New York
|
+$12.3M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.59M |
| 4 |
Renaissance Technologies
New York
|
+$2.44M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Voce Capital Management
San Francisco,
California
|
-$6.74M |
| 2 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$6.66M |
| 3 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$4.46M |
| 4 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$3.6M |
| 5 |
BlackRock
New York
|
-$1.97M |
CALX Hedge Fund Activity: Q1 2020 in Review
102 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q1 2020, worth a combined $285M — down 6.2% from $304M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CALX positions and 5 closed out — a net gain of 10 holders — while 38 added to existing stakes and 37 trimmed.
The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $12.3M. The largest seller was Voce Capital Management, cutting an estimated $6.74M.
- 102 institutional investors held Calix (CALX) as of Q1 2020, up from 93 in Q4 2019.
- Funds reported $285M of Calix stock for Q1 2020, down 6.2% quarter-over-quarter.
- 15 funds opened new Calix positions in Q1 2020 and 5 closed out, a net change of +10 holders.
- The largest Calix buyer in Q1 2020 was Gilder Gagnon Howe & Co, an estimated $12.3M added.
- The largest Calix seller in Q1 2020 was Voce Capital Management, an estimated $6.74M sold.
Based on aggregated 13F filings for Q1 2020.