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Carlisle Companies

544 hedge funds and large institutions have $10.3B invested in Carlisle Companies in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 216 increasing their positions, 189 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
-31
Holders Change %
-5.39%
% of All Funds
8.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
216
Reduced
189
Closed
72
Calls
$7.89M
Puts
$6.17M
Net Calls
+$1.72M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
351
Fayez Sarofim & Co
Texas
$493K
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$485K +$3.17K +14 +0.7%
VI
353
Vestcor Inc
New Brunswick, Canada
$484K
Creative Planning
354
Creative Planning
Kansas
$481K +$60.8K +269 +14%
SP
355
Symmetry Partners
Connecticut
$479K +$22.6K +100 +5%
SWM
356
Shakespeare Wealth Management
Wisconsin
$467K
OAM
357
Ostrum Asset Management
France
$463K +$463K +2,046 New
AIM
358
Alhambra Investment Management
Florida
$457K -$1.13K -5 -0.2%
FFP
359
FourThought Financial Partners
Florida
$455K +$10.4K +46 +2%
MHIC
360
Marble Harbor Investment Counsel
Massachusetts
$452K
SACTSONJ
361
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$452K
DWA
362
Douglass Winthrop Advisors
New York
$452K
WG
363
Winton Group
United Kingdom
$451K -$21.5K -95 -5%
GT
364
Glenview Trust
Kentucky
$439K -$10.9K -48 -2%
CDH
365
Charles D. Hyman
$430K
CT
366
Cambridge Trust
Massachusetts
$430K
MGIA
367
Moneta Group Investment Advisors
Missouri
$427K +$26K +115 +6%
CCM
368
Coldstream Capital Management
Washington
$416K -$17.6K -78 -4%
OA
369
Oak Associates
Ohio
$410K
PP
370
Patron Partners
Texas
$407K +$7.01K +31 +2%
RJT
371
Raymond James Trust
Florida
$405K +$2.04K +9 +0.5%
STA
372
Summit Trail Advisors
New York
$404K +$128K +566 +46%
PA
373
Profund Advisors
Maryland
$402K -$28.9K -128 -7%
BC
374
Bridgefront Capital
Texas
$399K +$399K +1,763 New
CCA
375
Cadent Capital Advisors
Oklahoma
$396K