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Carlisle Companies
CSL

Overview Fund Activity

538 hedge funds and large institutions have $11.8B invested in Carlisle Companies in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-6
Holders Change %
-1.1%
% of All Funds
8.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
62
Increased
168
Reduced
206
Closed
66
Calls
$24.7M
Puts
$8.52M
Net Calls
+$16.2M
Net Calls Change
+$14.5M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$141M
2
Millennium Management
Millennium Management
New York
+$121M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$89.4M
4
Harris Associates
Harris Associates
Illinois
+$79.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$75.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$74.1M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$64.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$53.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
326
Stratos Wealth Advisors
Ohio
$710K – – –
Mariner
327
Mariner
Kansas
$703K -$61.8K -241 -8%
Assenagon Asset Management
328
Assenagon Asset Management
Luxembourg
$691K +$691K +2,693 New
PI
329
PEAK6 Investments
Illinois
$680K +$679K +2,648 +132,400%
BBA
330
BLB&B Advisors
Pennsylvania
$676K – – –
PA
331
Procyon Advisors
Connecticut
$673K -$2.05K -8 -0.3%
PI
332
PineBridge Investments
New York
$666K -$1.75M -6,840 -72%
SAM
333
Shell Asset Management
Netherlands
$665K -$38.5K -150 -5%
TBC
334
Tweedy, Browne Co
Connecticut
$633K – – –
SCM
335
Shelton Capital Management
Colorado
$626K -$50K -195 -7%
LS
336
Livforsakringsbolaget Skandia
Sweden
$621K -$51.3K -200 -8%
SWM
337
Sendero Wealth Management
Texas
$581K +$149K +581 +35%
EL
338
Envoi LLC
Minnesota
$569K – – –
SP
339
Symmetry Partners
Connecticut
$567K +$24.1K +94 +4%
GAM
340
Gotham Asset Management
New York
$566K -$3.37M -13,138 -86%
Fayez Sarofim & Co
341
Fayez Sarofim & Co
Texas
$559K – – –
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$557K +$6.93K +27 +1%
VAS
343
Vestmark Advisory Solutions
Massachusetts
$557K +$268K +1,046 +93%
STA
344
Summit Trail Advisors
New York
$554K +$96.2K +375 +21%
VI
345
Vestcor Inc
New Brunswick, Canada
$547K -$2.82K -11 -0.5%
FA
346
FDx Advisors
Illinois
$539K +$213K +829 +65%
SWM
347
Shakespeare Wealth Management
Wisconsin
$530K – – –
OAM
348
Ostrum Asset Management
France
$525K +$257 +1 +0%
AIM
349
Alhambra Investment Management
Florida
$518K – – –
DWA
350
Douglass Winthrop Advisors
New York
$513K – – –
12 13
14
15 16