CALX Holdings Changes

This page summarizes the CALX holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether CALX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing CALX Share Count
CWM LLC	13	612	+599	+4607.69%
Harbour Capital Advisors LLC	6,875	10,450	+3,575	+52.00%
Thompson Investment Management Inc.	39,225	55,950	+16,725	+42.64%
Congress Asset Management Co. MA	875,687	1,045,867	+170,180	+19.43%
GAMMA Investing LLC	73	78	+5	+6.85%
Portside Wealth Group LLC	6,570	6,913	+343	+5.22%
13F Filers Reporting New Positions In CALX
Rise Advisors LLC	0	405	+405	+100%
13F Filers Decreasing CALX Share Count
Trifecta Capital Advisors LLC	2,391	1,191	-1,200	-50.19%
Versant Capital Management Inc	21	14	-7	-33.33%
Artemis Investment Management LLP	415,783	361,873	-53,910	-12.97%
New Mexico Educational Retirement Board	11,600	11,300	-300	-2.59%
13F Filers Exiting CALX
AdvisorNet Financial Inc	8	0	-8	-100.00%
Weiss Multi Strategy Advisers LLC	170,144	0	-170,144	-100.00%
Los Angeles Capital Management & Equity Research Inc.	7,656	0	-7,656	-100.00%
Massmutual Trust Co. FSB ADV	28	0	-28	-100.00%

See Summary: Institutional Holders of CALX
See Details: Top 10 Hedge Funds Holding CALX
Also See: CALX Insider Buying

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