13F QoQ Ownership Changes
CALX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 62 new · 124 added · 144 reduced · 45 exited
New Positions(62)
Added To(124)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,145,292 | +461,196 | $60.6M | +$18.6M | 67.4% |
| STATE STREET CORP | 2,362,965 | +23,022 | $125.1M | -$18.5M | 1.0% |
| Trexquant Investment LP | 309,838 | +298,057 | $16.4M | +$15.7M | 2530.0% |
| BARCLAYS PLC | 390,466 | +301,199 | $20.8M | +$15.3M | 337.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,277,505 | +3,079 | $67.6M | -$10.6M | 0.2% |
| Qube Research & Technologies Ltd | 472,046 | +230,483 | $25.0M | +$10.2M | 95.4% |
| ALLIANCEBERNSTEIN L.P. | 1,462,371 | +52,642 | $77.4M | -$9.1M | 3.7% |
| FEDERATED HERMES, INC. | 297,750 | +182,214 | $15.8M | +$8.7M | 157.7% |
| RENAISSANCE TECHNOLOGIES LLC | 463,618 | +202,800 | $24.5M | +$8.5M | 77.8% |
| DIMENSIONAL FUND ADVISORS LP | 948,619 | +2,754 | $50.2M | -$7.8M | 0.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,445,338 | +74,235 | $76.5M | -$7.6M | 5.4% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 165,390 | +135,353 | $8.8M | +$6.9M | 450.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 765,415 | +18,276 | $40.5M | -$5.3M | 2.4% |
| GOLDMAN SACHS GROUP INC | 401,736 | +132,781 | $21.3M | +$4.8M | 49.4% |
| Harvey Partners, LLC | 533,732 | +232 | $28.3M | -$4.5M | 0.0% |
| FIRST TRUST ADVISORS LP | 92,240 | +85,563 | $4.9M | +$4.5M | 1281.5% |
| BANK OF AMERICA CORP /DE/ | 459,456 | +127,599 | $24.3M | +$4.0M | 38.4% |
| LOOMIS SAYLES & CO L P | 789,892 | +172,879 | $41.8M | +$3.9M | 28.0% |
| Nuveen, LLC | 403,391 | +6,936 | $21.4M | -$3.0M | 1.7% |
| Y-Intercept (Hong Kong) Ltd | 58,744 | +54,947 | $3.1M | +$2.9M | 1447.1% |
| Amundi | 63,249 | +52,885 | $3.3M | +$2.7M | 510.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 101,074 | +57,065 | $5.3M | +$2.6M | 129.7% |
| Allianz Asset Management GmbH | 115,409 | +55,473 | $6.1M | +$2.4M | 92.5% |
| FMR LLC | 123,540 | +52,803 | $6.5M | +$2.2M | 74.6% |
| Man Group plc | 114,307 | +51,343 | $6.1M | +$2.2M | 81.5% |
| Penn Capital Management Company, LLC | 253,087 | +906 | $13.4M | -$2.1M | 0.3% |
| Jump Financial, LLC | 56,400 | +38,700 | $3.0M | +$1.9M | 218.6% |
| DEUTSCHE BANK AG\ | 222,265 | +1,749 | $11.8M | -$1.8M | 0.8% |
| Gotham Asset Management, LLC | 44,078 | +32,676 | $2.3M | +$1.6M | 286.6% |
| MORGAN STANLEY | 622,875 | +60,993 | $33.0M | -$1.5M | 10.8% |
| NATIXIS | 27,558 | +27,100 | $1.5M | +$1.4M | 5917.0% |
| PANAGORA ASSET MANAGEMENT INC | 165,218 | +45,537 | $8.7M | +$1.4M | 38.0% |
| Bridgewater Associates, LP | 65,536 | +29,642 | $3.5M | +$1.3M | 82.6% |
| WELLS FARGO & COMPANY/MN | 71,905 | +30,081 | $3.8M | +$1.2M | 71.9% |
| FOX RUN MANAGEMENT, L.L.C. | 26,257 | +21,799 | $1.4M | +$1.1M | 489.0% |
| Dynamic Technology Lab Private Ltd | 32,954 | +22,063 | $1.7M | +$1.1M | 202.6% |
| Russell Investments Group, Ltd. | 254,560 | +18,195 | $13.5M | -$1.0M | 7.7% |
| Invesco Ltd. | 577,771 | +95,738 | $30.6M | +$999.1K | 19.9% |
| G2 Investment Partners Management LLC | 261,000 | +21,000 | $13.8M | -$914.1K | 8.8% |
| Divisar Capital Management LLC | 299,963 | +55,875 | $15.9M | +$897.4K | 22.9% |
| Swiss National Bank | 122,300 | +3,000 | $6.5M | -$848.1K | 2.5% |
| SEI INVESTMENTS CO | 216,536 | +43,178 | $11.5M | +$822.3K | 24.9% |
| GUGGENHEIM CAPITAL LLC | 18,526 | +14,539 | $980.6K | +$735.9K | 364.7% |
| NORTH STAR ASSET MANAGEMENT INC | 98,383 | +2,382 | $5.2M | -$684.2K | 2.5% |
| MARATHON CAPITAL MANAGEMENT | 80,585 | +385 | $4.3M | -$656.5K | 0.5% |
| MACKENZIE FINANCIAL CORP | 58,057 | +18,084 | $3.1M | +$617.2K | 45.2% |
| PRINCIPAL FINANCIAL GROUP INC | 342,648 | +55,331 | $18.1M | +$503.7K | 19.3% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 57,589 | +29 | $3.0M | -$484.3K | 0.1% |
| Engineers Gate Manager LP | 170,439 | +15,649 | $9.0M | -$478.1K | 10.1% |
| Walleye Capital LLC | 37,506 | +12,215 | $2.0M | +$433.1K | 48.3% |
| Brevan Howard Capital Management LP | 37,697 | +11,442 | $2.0M | +$384.0K | 43.6% |
| PNC Financial Services Group, Inc. | 10,710 | +5,404 | $566.9K | +$241.3K | 101.8% |
| NEUBERGER BERMAN GROUP LLC | 253,237 | +31,046 | $13.4M | -$232.0K | 14.0% |
| State of New Jersey Common Pension Fund D | 38,975 | +1,743 | $2.1M | -$222.0K | 4.7% |
| Louisiana State Employees Retirement System | 27,600 | +300 | $1.5M | -$214.5K | 1.1% |
| Hood River Capital Management LLC | 523,261 | +68,842 | $27.7M | -$191.5K | 15.1% |
| Aster Capital Management (DIFC) Ltd | 3,369 | +3,350 | $178.3K | +$177.2K | 17631.6% |
| FRANKLIN RESOURCES INC | 36,122 | +2,155 | $1.9M | -$172.6K | 6.3% |
| Federation des caisses Desjardins du Quebec | 22,320 | +493 | $1.2M | -$158.1K | 2.3% |
| MARSHALL WACE, LLP | 7,254 | +3,225 | $384.0K | +$136.7K | 80.0% |
| Magnetar Financial LLC | 11,844 | +3,804 | $626.9K | +$133.5K | 47.3% |
| Tidal Investments LLC | 30,062 | +6,293 | $1.6M | +$132.5K | 26.5% |
| Pacer Advisors, Inc. | 6,520 | +2,888 | $345.1K | +$122.2K | 79.5% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 13,562 | +57 | $717.8K | -$111.0K | 0.4% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 7,393 | +2,782 | $391.3K | +$108.3K | 60.3% |
| Clearstead Advisors, LLC | 2,419 | +1,981 | $128.0K | +$101.2K | 452.3% |
| Aquatic Capital Management LLC | 29,390 | +2,481 | $1.6M | -$95.8K | 9.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,355 | +2,340 | $1.5M | -$95.7K | 9.0% |
| Robeco Institutional Asset Management B.V. | 11,975 | +105 | $633.8K | -$94.6K | 0.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 13,800 | +400 | $730.4K | -$91.9K | 3.0% |
| STRS OHIO | 20,300 | +1,300 | $1.1M | -$91.6K | 6.8% |
| TWO SIGMA INVESTMENTS, LP | 19,565 | +1,300 | $1.0M | -$85.3K | 7.1% |
| Lisanti Capital Growth, LLC | 95,736 | +14,415 | $5.1M | +$76.6K | 17.7% |
| Voya Investment Management LLC | 39,218 | +4,222 | $2.1M | -$71.9K | 12.1% |
| Vident Advisory, LLC | 10,570 | +287 | $559.5K | -$71.6K | 2.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 101,477 | +15,100 | $5.4M | +$70.2K | 17.5% |
| LVW Advisors, LLC | 9,655 | +188 | $511.0K | -$70.0K | 2.0% |
| VICTORY CAPITAL MANAGEMENT INC | 8,977 | +116 | $475.2K | -$68.6K | 1.3% |
| Illinois Municipal Retirement Fund | 31,722 | +3,288 | $1.7M | -$66.0K | 11.6% |
| ProShare Advisors LLC | 11,725 | +603 | $620.6K | -$62.0K | 5.4% |
| Huntleigh Advisors, Inc. | 11,652 | +613 | $616.7K | -$60.7K | 5.5% |
| Maryland State Retirement & Pension System | 8,813 | +270 | $466.5K | -$57.8K | 3.2% |
| Enterprise Financial Services Corp | 6,082 | +1,682 | $321.9K | +$51.9K | 38.2% |
| Cornerstone Investment Partners, LLC | 5,360 | +3 | $283.7K | -$45.1K | 0.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6,893 | +236 | $364.8K | -$43.7K | 3.5% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 18,220 | +1,843 | $964.4K | -$40.7K | 11.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,175 | +54 | $273.9K | -$40.4K | 1.1% |
| WINTON GROUP Ltd | 20,712 | +2,192 | $1.1M | -$40.3K | 11.8% |
| Corient Private Wealth LLC | 4,566 | +2 | $241.7K | -$38.4K | 0.0% |
| Linden Thomas Advisory Services, LLC | 4,194 | +3 | $222.0K | -$35.2K | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 4,081 | +40 | $216.0K | -$32.8K | 1.0% |
| XPONANCE, INC. | 4,789 | +161 | $253.5K | -$30.5K | 3.5% |
| NORDEN GROUP LLC | 4,108 | +83 | $217.4K | -$29.6K | 2.1% |
| Pictet Asset Management Holding SA | 9,117 | +795 | $482.6K | -$28.2K | 9.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,522 | +992 | $239.3K | +$22.7K | 28.1% |
| Vise Technologies, Inc. | 4,524 | +904 | $239.5K | +$17.3K | 25.0% |
| Sterling Capital Management LLC | 396 | +253 | $21.0K | +$12.2K | 176.9% |
| Verition Fund Management LLC | 6,690 | +1,089 | $354.1K | +$10.4K | 19.4% |
| Farther Finance Advisors, LLC | 551 | +213 | $29.2K | +$8.4K | 63.0% |
| Inspire Investing, LLC | 8,813 | +1,342 | $466.5K | +$8.0K | 18.0% |
| Smartleaf Asset Management LLC | 1,731 | +121 | $91.7K | -$7.1K | 7.5% |
| Quantinno Capital Management LP | 6,540 | +810 | $346.2K | -$5.5K | 14.1% |
| SJS Investment Consulting Inc. | 104 | +100 | $5.5K | +$5.3K | 2500.0% |
| Neo Ivy Capital Management | 2,943 | +343 | $155.8K | -$3.8K | 13.2% |
| BESSEMER GROUP INC | 64,284 | +63,927 | $3.4K | +$3.4K | 17906.7% |
| ACADIAN ASSET MANAGEMENT LLC | 1,030,115 | +191,001 | $54.5K | +$3.0K | 22.8% |
| LORD, ABBETT & CO. LLC | 987,431 | +91,175 | $52.3K | -$2.7K | 10.2% |
| Quarry LP | 533 | +114 | $28.2K | +$2.5K | 27.2% |
| MassMutual Private Wealth & Trust, FSB | 104 | +42 | $5.5K | +$1.7K | 67.7% |
| GSA CAPITAL PARTNERS LLP | 53,867 | +33,691 | $2.9K | +$1.6K | 167.0% |
| UMB Bank, n.a. | 223 | +10 | $11.8K | -$1.3K | 4.7% |
| Salomon & Ludwin, LLC | 390 | +16 | $21.2K | -$1.1K | 4.3% |
| Crewe Advisors LLC | 326 | +30 | $17.3K | -$910 | 10.1% |
| FIFTH THIRD BANCORP | 468 | +50 | $24.8K | -$882 | 12.0% |
| Parallel Advisors, LLC | 136 | +5 | $7.2K | -$841 | 3.8% |
| EverSource Wealth Advisors, LLC | 143 | +9 | $7.6K | -$655 | 6.7% |
| CENTRAL TRUST Co | 53 | +17 | $2.8K | +$596 | 47.2% |
| HARBOR CAPITAL ADVISORS, INC. | 42,597 | +14,063 | $2.3K | +$504 | 49.3% |
| State of Alaska, Department of Revenue | 33,847 | +875 | $1.8K | -$232 | 2.6% |
| AMALGAMATED BANK | 17,529 | +611 | $928 | -$110 | 3.6% |
| Parkside Financial Bank & Trust | 27 | +2 | $1.4K | -$105 | 8.0% |
| SBI Securities Co., Ltd. | 17 | +4 | $900 | +$102 | 30.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 944 | +270 | $50 | +$9 | 40.0% |
| HANTZ FINANCIAL SERVICES, INC. | 327 | +180 | $17 | +$8 | 122.4% |