Calamos Advisors LLC

Q2 2021 13F-HR Holdings

Location
Naperville, IL
Holdings as of
6/30/2021
Date filed
7/22/2021
Form type
13F-HR
Num holdings
953
Total value ($000)
$21,887,348
Net value change ($000)
+3,556,805 (19.4%)
New positions
86
Sold out positions
62
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 185,240 31.4%
AAPL 157,888 28.3%
AMZN 113,454 25.4%
NVDA 112,608 73.3%
META 110,875 40.4%
GOOGL 72,999 28.4%
GOOGL 56,615 49.9%
UNH 41,488 31.4%
ADBE 41,010 81.1%
LLY 32,566 43.7%
Top Reduces (Value $000, Stocks/ETFs)
Marvell Technology Group -26,419 -100.0%
VRTX -17,012 -39.7%
SPY -15,985 -3.0%
IWN -14,975 -100.0%
EWU -12,728 -100.0%
LVS -11,320 -54.7%
Coupa Software Inc -11,070 -83.9%
CMI -10,081 -100.0%
AVGO -9,604 -19.2%
RSG -9,508 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,771,145 (8.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type