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Get Institutions for : 
Calix, Inc (CALX)  
$28.40 0.17 (0.6%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 260    23
Total shares held : 
 55,797,996  
% of shares held : 
 90.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 2,477,385  
% of shares held change : 
   4.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.66  
Last Quarter's Ending Price : 
 $43.69  
Last Quarter's Average Price : 
 $39.99  
Change from last quarter's     
avg. price to the last closing  : 
11.59 (28.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 1,426,165
 2.56%
 
Increased Positions :
104
 8,491,259
 15.22%
 
Unchanged Positions :
36
 593,347
 1.06%
 
Decreased Positions :
101
-4,613,010
-8.27%
 
Closed Positions :
42
-2,827,029
-5.07%
 
Guru Positions :
1
23,591
 0.04%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1206 - 2023-12-31 8,719,530 $380,956,000 288,824
   VANGUARD GROUP INC 1321 - 2023-12-31 6,422,915 $280,617,000 58,069
   ALLIANCEBERNSTEIN L.P. 186 - 2023-12-31 5,301,947 $231,642,000 2,932,195
   STATE STREET CORP 1351 - 2023-12-31 2,068,350 $90,366,000 95,516
   WELLINGTON MANAGEMENT CO LLP 613 - 2023-12-31 1,755,497 $76,698,000 166,695
   DIMENSIONAL FUND ADVISORS INC 1157 - 2023-12-31 1,672,146 $73,057,000 35,992
   TD ASSET MANAGEMENT INC 236 - 2023-12-31 1,610,885 $70,380,000 1,349,625
   GEODE CAPITAL MANAGEMENT LLC 1279 - 2023-12-31 1,266,705 $55,349,000 58,527
   ARTISAN PARTNERS LIMITED PARTNERSHIP 203 - 2023-12-31 1,233,425 $53,888,000 159,250
   BANK OF NEW YORK MELLON CORP 1037 - 2024-03-31 1,502,646 $49,828,000 255,257
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 155 - 2023-12-31 966,631 $42,232,000 592,919
   EPOCH INVESTMENT PARTNERS INC. 182 - 2023-12-31 944,350 $41,259,000 643,392
   KORNITZER CAPITAL MANAGEMENT INC /KS 26 - 2023-12-31 823,253 $35,968,000 32,800
   CONGRESS ASSET MANAGEMENT CO /MA 110 - 2024-03-31 1,045,867 $34,681,000 170,180
   WESTFIELD CAPITAL MANAGEMENT CO LLC 172 - 2023-12-31 681,620 $29,780,000 2,433
   MORGAN STANLEY 2594 - 2023-12-31 497,441 $21,733,000 214,287
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1577 - 2023-12-31 468,490 $20,468,000 7,485
   Assenagon Asset Management S.A. 261 - 2024-03-31 607,001 $20,128,000 386,318
   NUVEEN ASSET MANAGEMENT, LLC 1219 - 2023-12-31 409,880 $17,908,000 2,791
   Mesirow Institutional Investment Management Inc. 5 - 2023-12-31 401,454 $17,540,000 52,882
   PIER CAPITAL LLC 6 - 2023-12-31 274,262 $11,983,000 15,281
   BANK OF AMERICA CORP /DE/ 2269 - 2023-12-31 256,559 $11,209,000 141,042
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 690 - 2023-12-31 230,680 $10,078,000 216,484
   Squarepoint Ops LLC 506 - 2023-12-31 187,057 $8,173,000 32,266
   NEW YORK STATE COMMON RETIREMENT FUND 936 - 2023-12-31 176,867 $7,727,000 2,190
   NEUBERGER BERMAN GROUP LLC 819 - 2023-12-31 167,851 $7,333,000 37,333
   Cinctive Capital Management LP 61 - 2023-12-31 164,228 $7,175,000 164,228
   STATE OF WISCONSIN INVESTMENT BOARD 808 - 2023-12-31 163,916 $7,161,000 30,977
   PENN CAPITAL MANAGEMENT CO INC 71 - 2023-12-31 153,366 $6,710,000 18,744
   BARCLAYS PLC 1335 - 2023-12-31 142,148 $6,210,000 93,692
   Congress Wealth Management LLC / DE / 208 - 2024-03-31 175,807 $5,830,000 51,084
   ALGERT COLDIRON INVESTORS LLC 106 - 2023-12-31 131,860 $5,761,000 63,818
   Man Group plc 793 - 2023-12-31 131,018 $5,724,000 131,018
   Atika Capital Management LLC 55 - 2023-12-31 115,000 $5,024,000 43,000
   NORDEN GROUP LLC 269 - 2024-03-31 143,299 $4,752,000 135,039
   Russell Investments Group Ltd. 1153 - 2023-12-31 107,010 $4,675,000 3,277
   DARK FOREST CAPITAL MANAGEMENT LP 21 - 2023-12-31 103,829 $4,536,000 99,256
   UBS Group AG 2153 - 2023-12-31 95,332 $4,165,000 53,624
   LEGAL & GENERAL GROUP PLC 1634 - 2023-12-31 91,917 $4,016,000 1,304
   BALYASNY ASSET MANAGEMENT LLC 812 - 2023-12-31 91,429 $3,995,000 43,267
   GUGGENHEIM CAPITAL LLC 599 - 2023-12-31 89,826 $3,924,000 79,494
   JANE STREET GROUP LLC 1715 - 2023-12-31 88,849 $3,882,000 76,774
   ROYCE & ASSOCIATES LLC 549 - 2023-12-31 87,636 $3,829,000 36,667
   COMERICA BANK 850 - 2023-12-31 84,515 $3,692,000 60,632
   ENVESTNET ASSET MANAGEMENT INC 2114 - 2023-12-31 81,121 $3,544,000 31,019
   Edgestream Partners L.P. 100 - 2023-12-31 79,562 $3,476,000 52,161
   PDT PARTNERS, LLC 81 - 2023-12-31 69,561 $3,039,000 44,287
   TOWNSQUARE CAPITAL LLC 341 - 2023-12-31 66,227 $2,893,000 5,510
   STATE OF NEW JERSEY COMMON PENSION FUND D 1145 - 2023-12-31 65,476 $2,861,000 9,969
   CREDIT SUISSE/ 1673 - 2023-12-31 61,883 $2,704,000 2,665
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1501 - 2023-12-31 58,528 $2,557,000 9,122
   MARATHON CAPITAL MANAGEMENT 43 - 2023-12-31 57,105 $2,495,000 3,025
   Holocene Advisors LP 493 - 2023-12-31 56,585 $2,472,000 31,090
   Qube Research & Technologies Ltd 1229 - 2023-12-31 53,356 $2,331,000 19,068
   TEXAS PERMANENT SCHOOL FUND 1001 - 2023-12-31 50,305 $2,198,000 177
   CANADA PENSION PLAN INVESTMENT BOARD 817 - 2023-12-31 49,900 $2,180,000 25,000
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1116 - 2024-03-31 61,300 $2,033,000 903
   ROYAL BANK OF CANADA 2591 - 2023-12-31 43,776 $1,912,000 8,111
   THOMPSON INVESTMENT MANAGEMENT INC 89 - 2024-03-31 55,950 $1,855,000 16,725
   BOOTHBAY FUND MANAGEMENT LLC 432 - 2023-12-31 35,803 $1,564,000 1,550
   PRICE T ROWE ASSOCIATES INC /MD/ 1680 - 2023-12-31 33,527 $1,465,000 1,307
   ALASKA RETIREMENT MANAGEMENT BOARD 940 - 2024-03-31 35,711 $1,184,000 29,376
   State of Tennessee Treasury Department 1132 - 2023-12-31 25,749 $1,125,000 2,000
   LEUCADIA NATIONAL CORP -- Notable Guru -- 565 - 2023-12-31 23,591 $1,031,000 18,546
   Louisiana State Employees Retirement System 1006 - 2024-03-31 29,000 $962,000 12,500
   HRT FINANCIAL LLC 935 - 2023-12-31 21,859 $955,000 4,236
   Ensign Peak Advisors Inc 1411 - 2023-12-31 21,810 $953,000 2,100
   WELLS FARGO & CO/MN 3049 - 2023-12-31 19,506 $852,000 2,170
   SUMMIT INVESTMENT ADVISORS INC 657 - 2023-12-31 19,346 $845,000 245
   SEVEN EIGHT CAPITAL LLC 317 - 2023-12-31 18,312 $800,000 2,910
   Walleye Trading Advisors LLC 966 - 2023-12-31 15,573 $680,000 213
   Aquatic Capital Management LLC 600 - 2023-12-31 13,200 $577,000 10,500
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1143 - 2023-12-31 12,935 $565,000 982
   PROSHARE ADVISORS LLC 975 - 2023-12-31 12,851 $561,000 1,998
   VIRGINIA RETIREMENT SYSTEMS ET AL 673 - 2023-09-30 11,800 $541,000 2,600
   CITIGROUP INC 2539 - 2023-12-31 12,133 $530,000 8,126
   PEAK6 Investments LLC 510 - 2023-12-31 11,625 $508,000 11,625
   LPL FINANCIAL CORP 3606 - 2023-12-31 11,483 $502,000 212
   TOWER RESEARCH CAPITAL LLC 1416 - 2023-12-31 10,744 $469,000 8,335
   CIPHER CAPITAL LP 238 - 2023-12-31 9,965 $435,000 5,353
   Cresset Asset Management LLC 1313 - 2023-12-31 9,246 $404,000 146
   Pacer Advisors Inc. 1142 - 2023-12-31 9,091 $397,000 3,886
   Alliance Wealth Advisors LLC /UT 166 - 2023-12-31 8,780 $384,000 375
   CWM Advisors LLC 739 - 2023-12-31 8,744 $382,000 2,116
   FIS GROUP INC. 1017 - 2023-12-31 8,524 $372,000 55
   Winton Capital Group Ltd 470 - 2023-12-31 8,395 $367,000 2,024
   Harbour Capital Advisors LLC 217 - 2024-03-31 10,450 $335,000 3,575
   LAZARD ASSET MANAGEMENT LLC 1045 - 2023-12-31 7,101 $310,000 3,366
   Truvestments Capital LLC 171 - 2023-12-31 6,739 $294,000 1,962
   Vident Advisory LLC 1015 - 2023-12-31 6,674 $292,000 937
   COMMONWEALTH EQUITY SERVICES LLC. 3180 - 2023-12-31 6,222 $272,000 289
   STIFEL FINANCIAL CORP 2911 - 2023-12-31 5,895 $258,000 765
   Skandinaviska Enskilda Banken AB (publ) 822 - 2023-12-31 5,700 $249,000 1,400
   CREATIVE PLANNING 2245 - 2023-12-31 5,558 $243,000 553
   Portside Wealth Group LLC 322 - 2024-03-31 6,913 $229,000 343
   ExodusPoint Capital Management LP 1203 - 2023-12-31 4,621 $202,000 4,621
   Alpha Paradigm Partners LLC 324 - 2022-12-31 2,544 $174,000 2,544
   SIMPLEX TRADING LLC 1195 - 2024-03-31 3,068 $101,000 3,068
   QUADRANT CAPITAL GROUP LLC 1008 - 2023-12-31 2,232 $98,000 348
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1039 - 2023-12-31 2,233 $98,000 655
  100 Records found
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