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Carlisle Companies

498 hedge funds and large institutions have $11.1B invested in Carlisle Companies in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 169 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+10
Holders Change %
+2.05%
% of All Funds
8.42%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
61
Increased
169
Reduced
181
Closed
41
Calls
$22.7M
Puts
$9.44M
Net Calls
+$13.3M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
451
Allworth Financial
California
$21K +$20.3K +87 +2,900%
MCC
452
Money Concepts Capital
Florida
$19K -$53.7K -226 -74%
BWM
453
BerganKDV Wealth Management
Minnesota
$19K
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K -$2.81K -12 -13%
CFD
455
Creative Financial Designs
Indiana
$18K +$10.5K +45 +141%
CJL
456
Cyrus J. Lawrence
New York
$17K
FPS
457
Fieldpoint Private Securities
Connecticut
$16K -$20.6K -85 -56%
NSIM
458
North Star Investment Management
Illinois
$16K
PA
459
Parallel Advisors
California
$16K +$1.97K +8 +14%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$14.2K +$14.2K +59 New
HIM
461
Hillsdale Investment Management
Ontario, Canada
$14K -$513K -2,200 -97%
VCM
462
Vigilant Capital Management
Maine
$14K
JWA
463
JFS Wealth Advisors
Pennsylvania
$14K +$5.07K +21 +57%
CFO
464
CVA Family Office
Colorado
$13K +$1.18K +5 +10%
HI
465
Harbour Investments
Wisconsin
$13K +$13K +55 New
SSB
466
Sandy Spring Bank
Maryland
$12K -$6.48K -27 -35%
EWA
467
EverSource Wealth Advisors
Alabama
$12K
ST
468
Smithfield Trust
Pennsylvania
$12K
TC
469
Truvestments Capital
Florida
$12K +$12K +50 New
PWMG
470
Prestige Wealth Management Group
New Jersey
$10K
LFG
471
Larson Financial Group
Missouri
$10K +$10K +44 New
TWA
472
TCI Wealth Advisors
Arizona
$8K
UB
473
UMB Bank
Missouri
$7K
GWS
474
Glassman Wealth Services
Virginia
$7K
ZIG
475
Zullo Investment Group
Pennsylvania
$6K