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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 %
ACM
401
Acrisure Capital Management
Texas
$293K +$36.8K +163 +14%
AA
402
ALPS Advisors
Colorado
$292K +$56.3K +249 +24%
KAS
403
Kestra Advisory Services
Texas
$291K -$199K -880 -41%
FNBT
404
FineMark National Bank & Trust
Florida
$277K -$48.6K -215 -15%
DC
405
Diametric Capital
Massachusetts
$276K -$586K -2,592 -68%
CAM
406
Cresset Asset Management
Illinois
$274K +$274K +1,212 New
NW
407
NewEdge Wealth
Pennsylvania
$272K +$45.2K +200 +20%
CCA
408
Checchi Capital Advisers
California
$272K -$3.17K -14 -1%
BTW
409
Boston Trust Walden
Massachusetts
$271K
CWM
410
Connecticut Wealth Management
Connecticut
$271K
NC
411
NinePointTwo Capital
California
$263K +$263K +1,166 New
MPCG
412
Matrix Private Capital Group
New York
$260K -$46.3K -205 -15%
BAM
413
Belpointe Asset Management
Nevada
$259K +$211K +935 +441%
SC
414
Sonen Capital
California
$257K -$112K -494 -30%
TA
415
TFG Advisers
Michigan
$255K +$7.01K +31 +3%
VAS
416
Vestmark Advisory Solutions
Massachusetts
$254K +$47.5K +210 +23%
TMAM
417
Tokio Marine Asset Management
Japan
$253K +$253K +1,121 New
SWS
418
SYSTM Wealth Solutions
Illinois
$249K +$6.33K +28 +3%
XF
419
XML Financial
Maryland
$244K
BBHC
420
Brown Brothers Harriman & Co
New York
$244K
AP
421
Appleton Partners
Massachusetts
$240K
CPA
422
Cardiff Park Advisors
California
$237K +$904 +4 +0.4%
LOAMS
423
Lombard Odier Asset Management (Switzerland)
Switzerland
$231K +$231K +1,024 New
MC
424
Maverick Capital
Texas
$231K +$231K +1,020 New
HIIFS
425
Harel Insurance Investments & Financial Services
Israel
$229K +$160K +711 +233%