Calix
CALX
276 hedge funds and large institutions have $2.51B invested in Calix in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 114 increasing their positions, 96 reducing their positions, and 33 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
19% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 96
12% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $10.3M
3% more funds holding
Funds holding: 267 → 276 (+9)
0.19% more ownership
Funds ownership: 82.08% → 82.28% (+0.19%)
8% less capital invested
Capital invested by funds: $2.71B → $2.51B (-$206M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$25.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$22.4M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$16.9M |
| 4 |
BlackRock
New York
|
+$15.8M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$39.2M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$30.8M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$28.2M |
| 4 |
Renaissance Technologies
New York
|
-$21.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$18.3M |
CALX Hedge Fund Activity: Q3 2023 in Review
276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Calix (CALX) for Q3 2023, worth a combined $2.51B — down 7.6% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new CALX positions and 33 closed out — a net gain of 12 holders — while 114 added to existing stakes and 96 trimmed.
The largest buyer was Artisan Partners, adding an estimated $25.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $39.2M sold.
- 276 institutional investors held Calix (CALX) as of Q3 2023, up from 267 in Q2 2023.
- Funds reported $2.51B of Calix stock for Q3 2023, down 7.6% quarter-over-quarter.
- 45 funds opened new Calix positions in Q3 2023 and 33 closed out, a net change of +12 holders.
- The largest Calix buyer in Q3 2023 was Artisan Partners, an estimated $25.1M added.
- The largest Calix seller in Q3 2023 was Driehaus Capital Management, an estimated $39.2M sold.
Based on aggregated 13F filings for Q3 2023.