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Calix
CALX

Overview Fund Activity

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.

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

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$232M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$70.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.5M
4
EIP
4
Epoch Investment Partners
New York
$41.3M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$42.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$28.8M
2
OAM
2
Ophir Asset Management
Australia
$0
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$625K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$381M 8,719,530 +288,824 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M 6,422,915 +58,069 +0.9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$232M 5,301,947 +2,932,195 +124%
State Street
4
State Street
Massachusetts
$90.4M 2,068,350 +95,516 +5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$76.7M 1,755,497 +166,695 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$73.1M 1,672,146 +35,992 +2%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$70.4M 1,610,885 +1,349,625 +517%
GGHC
8
Gilder Gagnon Howe & Co
New York
$67.8M 1,551,613 -184,614 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.3M 1,266,705 +58,527 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$54.5M 1,247,389 -73,935 -6%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$54.2M 1,241,339 -12,629 -1%
Artisan Partners
12
Artisan Partners
Wisconsin
$53.9M 1,233,425 +159,250 +15%
PCMI
13
Paradigm Capital Management Inc
New York
$53.4M 1,221,400 -100 -0%
Morgan Stanley
14
Morgan Stanley
New York
$43.5M 994,882 +711,728 +251%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$42.2M 966,631 +592,919 +159%
EIP
16
Epoch Investment Partners
New York
$41.3M 944,350 +643,392 +214%
CAM
17
Congress Asset Management
Massachusetts
$38.3M 875,687 +76,546 +10%
KCM
18
Kornitzer Capital Management
Kansas
$36M 823,253 +32,800 +4%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$33.5M 765,817 -24,239 -3%
Northern Trust
20
Northern Trust
Illinois
$31.5M 720,839 -121,995 -14%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$29.8M 681,620 +2,433 +0.4%
Ameriprise
22
Ameriprise
Minnesota
$28.8M 658,128 -771,496 -54%
Norges Bank
23
Norges Bank
Norway
$26.5M 606,152 +52,989 +10%
Macquarie Group
24
Macquarie Group
Australia
$26.2M 598,527 -11,197 -2%
Axa
25
Axa
France
$22.3M 510,653 -1,487 -0.3%
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