CALX Institutional Ownership
Calix, Inc.
1W: +5.0%
1M: -7.4%
3M: -9.5%
YTD: -35.1%
1Y: -43.3%
3Y: -21.8%
5Y: -33.1%
$34.81
-0.09 (-0.26%)
Weekly Expected Move ±3.8%
$32
$33
$35
$36
$37
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Institutional Ownership — CALX
346
Institutional Holders
-26 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
39
New Positions
106
Increased
172
Reduced
58
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (398 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,775,490 | $$410M | +622,087 | +5.6% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,588,048 | $$195M | +54,294 | +1.0% | 2Q | SEC ↗ |
| 3 | ALLIANCEBERNSTEIN L.P. | 3,248,412 | $$113M | -2,716 | -0.1% | 37Q | SEC ↗ |
| 4 | STATE STREET CORP | 2,915,560 | $$101M | +313,227 | +12.0% | 46Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,587,424 | $$90M | -99,101 | -3.7% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1,481,595 | $$52M | +45,889 | +3.2% | 65Q | SEC ↗ |
| 7 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1,324,534 | $$46M | -221,567 | -14.3% | 5Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1,309,436 | $$46M | +90,941 | +7.5% | 62Q | SEC ↗ |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 1,241,622 | $$43M | +441,292 | +55.1% | 8Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 1,208,764 | $$42M | +780,566 | +182.3% | 18Q | SEC ↗ |
| 11 | PARADIGM CAPITAL MANAGEMENT INC/NY | 997,134 | $$35M | +228,934 | +29.8% | 20Q | SEC ↗ |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 875,837 | $$30M | +324,687 | +58.9% | 7Q | SEC ↗ |
| 13 | UBS Group AG | 857,360 | $$30M | +212,115 | +32.9% | 47Q | SEC ↗ |
| 14 | LOOMIS SAYLES & CO L P | 784,798 | $$27M | -55,399 | -6.6% | 5Q | SEC ↗ |
| 15 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 753,302 | $$26M | +56,447 | +8.1% | 9Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 718,768 | $$25M | +366,823 | +104.2% | 5Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 703,911 | $$25M | +542,456 | +336.0% | 18Q | SEC ↗ |
| 18 | MILLENNIUM MANAGEMENT LLC | 698,620 | $$24M | -1,205,352 | -63.3% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 696,967 | $$24M | — | +0.0% | 1Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 696,967 | $$24M | +15,013 | +2.2% | 15Q | SEC ↗ |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 659,563 | $$23M | +102,568 | +18.4% | 3Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 642,151 | $$22M | +32,409 | +5.3% | 65Q | SEC ↗ |
| 23 | GILDER GAGNON HOWE & CO LLC | 580,323 | $$20M | -198,769 | -25.5% | 31Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 560,034 | $$19M | -190,083 | -25.3% | 15Q | SEC ↗ |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 548,118 | $$19M | +4,700 | +0.9% | 53Q | SEC ↗ |
| 26 | MORGAN STANLEY | 524,882 | $$18M | -187,331 | -26.3% | 60Q | SEC ↗ |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 519,153 | $$18M | -15,364 | -2.9% | 23Q | SEC ↗ |
| 28 | HRT FINANCIAL LP | 517,152 | $$18M | +434,227 | +523.6% | 2Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 466,594 | $$16M | +167,007 | +55.7% | 11Q | SEC ↗ |
| 30 | Trigran Investments, Inc. NEW | 442,008 | $$15M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Harvey Partners, LLC | 420,500 | $$15M | -152,000 | -26.6% | 7Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 417,114 | $$15M | -1,325 | -0.3% | 2Q | SEC ↗ |
| 33 | D. E. Shaw & Co., Inc. | 409,082 | $$14M | +388,005 | +1840.9% | 7Q | SEC ↗ |
| 34 | OBERWEIS ASSET MANAGEMENT INC | 402,230 | $$14M | +67,200 | +20.1% | 3Q | SEC ↗ |
| 35 | Alyeska Investment Group, L.P. NEW | 400,088 | $$14M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Divisar Capital Management LLC | 395,163 | $$14M | +55,000 | +16.2% | 9Q | SEC ↗ |
| 37 | PRINCIPAL FINANCIAL GROUP INC | 393,019 | $$14M | -2,314 | -0.6% | 23Q | SEC ↗ |
| 38 | Penn Capital Management Company, LLC | 388,239 | $$14M | +9,675 | +2.6% | 6Q | SEC ↗ |
| 39 | Nuveen, LLC | 366,953 | $$13M | -65,991 | -15.2% | 6Q | SEC ↗ |
| 40 | MACKENZIE FINANCIAL CORP | 323,524 | $$11M | +251,065 | +346.5% | 9Q | SEC ↗ |
| 41 | FEDERATED HERMES, INC. | 322,879 | $$11M | +5,741 | +1.8% | 4Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 321,827 | $$11M | -65,633 | -16.9% | 65Q | SEC ↗ |
| 43 | Man Group plc | 317,967 | $$11M | +37,654 | +13.4% | 4Q | SEC ↗ |
| 44 | Invesco Ltd. | 313,311 | $$11M | +40,460 | +14.8% | 58Q | SEC ↗ |
| 45 | GOLDMAN SACHS GROUP INC | 304,086 | $$11M | -3,382 | -1.1% | 15Q | SEC ↗ |
| 46 | Trexquant Investment LP | 299,603 | $$10M | -129,764 | -30.2% | 7Q | SEC ↗ |
| 47 | NEEDHAM INVESTMENT MANAGEMENT LLC NEW | 275,000 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 269,329 | $$9M | +58,293 | +27.6% | 14Q | SEC ↗ |
| 49 | DEUTSCHE BANK AG | 266,222 | $$9M | +13,199 | +5.2% | 52Q | SEC ↗ |
| 50 | FMR LLC | 263,002 | $$9M | +128,494 | +95.5% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 696,967 | $$24M |
| Trigran Investments, Inc. | 442,008 | $$15M |
| Alyeska Investment Group, L.P. | 400,088 | $$14M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 275,000 | $$10M |
| WESTERLY CAPITAL MANAGEMENT, LLC | 205,000 | $$7M |
| NATIXIS | 112,148 | $$4M |
| ALGERT GLOBAL LLC | 60,350 | $$2M |
| LAZARD ASSET MANAGEMENT LLC | 56,174 | $$2M |
| Brevan Howard Capital Management LP | 55,038 | $$2M |
| NORDEA INVESTMENT MANAGEMENT AB | 41,134 | $$1M |
| Jefferies Financial Group Inc. | 30,400 | $$1M |
| EntryPoint Capital, LLC | 29,254 | $$1M |
| Jupiter Topco LLC | 27,234 | $$948K |
| PARK AVENUE SECURITIES LLC | 26,990 | $$940K |
| Quadrature Capital Ltd | 26,438 | $$920K |
| Horizon Investments, LLC | 19,936 | $$694K |
| MARSHALL WACE, LLP | 14,126 | $$492K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 13,774 | $$479K |
| Mitsubishi UFJ Trust & Banking Corp | 12,272 | $$427K |
| Jain Global LLC | 11,185 | $$389K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, I | 1,094,173 | $$38M |
| Artisan Partners Limited Partnershi | 529,875 | $$18M |
| Hood River Capital Management LLC | 523,261 | $$18M |
| Point72 Asset Management, L.P. | 513,814 | $$18M |
| NEUBERGER BERMAN GROUP LLC | 253,237 | $$9M |
| Synergy Asset Management, LLC | 189,221 | $$7M |
| Polar Asset Management Partners Inc | 173,749 | $$6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 165,390 | $$6M |
| SG Capital Management LLC | 157,399 | $$5M |
| LORD, ABBETT & CO. LLC | 121,245 | $$4M |
| Nearwater Capital Markets, Ltd | 118,200 | $$4M |
| 4D Advisors, LLC | 115,000 | $$4M |
| Lisanti Capital Growth, LLC | 95,736 | $$3M |
| Counterpoint Mutual Funds LLC | 85,456 | $$3M |
| Edgestream Partners, L.P. | 75,751 | $$3M |
| Bridgewater Associates, LP | 65,536 | $$2M |
| Blackstone Inc. | 56,408 | $$2M |
| Jump Financial, LLC | 56,400 | $$2M |
| CASTLEARK MANAGEMENT LLC | 52,920 | $$2M |
| ExodusPoint Capital Management, LP | 52,321 | $$2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +780,566 | +182.3% | 1,208,764 |
| BlackRock, Inc. | +622,087 | +5.6% | 11,775,490 |
| TWO SIGMA INVESTMENTS, LP | +542,456 | +336.0% | 703,911 |
| ACADIAN ASSET MANAGEMENT LLC | +441,292 | +55.1% | 1,241,622 |
| HRT FINANCIAL LP | +434,227 | +523.6% | 517,152 |
| D. E. Shaw & Co., Inc. | +388,005 | +1840.9% | 409,082 |
| JANE STREET GROUP, LLC | +366,823 | +104.2% | 718,768 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +324,687 | +58.9% | 875,837 |
| STATE STREET CORP | +313,227 | +12.0% | 2,915,560 |
| MACKENZIE FINANCIAL CORP | +251,065 | +346.5% | 323,524 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +236,942 | +76929.2% | 237,250 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | +228,934 | +29.8% | 997,134 |
| BNP PARIBAS FINANCIAL MARKETS | +215,008 | +1424.7% | 230,099 |
| UBS Group AG | +212,115 | +32.9% | 857,360 |
| Rockefeller Capital Management L.P. | +167,007 | +55.7% | 466,594 |
| FMR LLC | +128,494 | +95.5% | 263,002 |
| NOMURA ASSET MANAGEMENT INTERNATION | +102,568 | +18.4% | 659,563 |
| DIMENSIONAL FUND ADVISORS LP | +90,941 | +7.5% | 1,309,436 |
| JPMORGAN CHASE & CO | +85,575 | +86.9% | 184,038 |
| Holocene Advisors, LP | +81,073 | +773.4% | 91,555 |