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Carlisle Companies

578 hedge funds and large institutions have $13.1B invested in Carlisle Companies in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 170 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+80
Holders Change %
+16.06%
% of All Funds
9.99%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
123
Increased
170
Reduced
192
Closed
35
Calls
$25.1M
Puts
$9.25M
Net Calls
+$15.8M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
V
451
Veritable
Delaware
$292K
CPA
452
Cardiff Park Advisors
California
$292K +$562 +2 +0.2%
Wealthfront Advisers
453
Wealthfront Advisers
California
$291K -$3.93K -14 -1%
TIM
454
Tevis Investment Management
Texas
$289K +$289K +1,031 New
PAM
455
Panagora Asset Management
Massachusetts
$285K
AssetMark Inc
456
AssetMark Inc
California
$284K -$1.97K -7 -0.7%
NPPM
457
North Point Portfolio Managers
Ohio
$280K -$28.1K -100 -9%
PIM
458
Penobscot Investment Management
Massachusetts
$280K
MIM
459
MTM Investment Management
South Carolina
$280K
ABC
460
Associated Banc-Corp
Wisconsin
$280K +$280K +1,000 New
VIA
461
Vident Investment Advisory
Georgia
$279K +$8.19K +34 +3%
SFG
462
Sunburst Financial Group
Alabama
$278K -$101K -362 -27%
GT
463
Glenmede Trust
Pennsylvania
$271K
XF
464
XML Financial
Maryland
$268K -$8.42K -30 -3%
SI
465
Stephens Inc
Arkansas
$266K -$61.5K -219 -19%
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$263K +$45.1K +161 +21%
NW
467
NewEdge Wealth
Pennsylvania
$260K -$744K -2,652 -74%
KFS
468
Kurt F. Somerville
$259K
PI
469
PineBridge Investments
New York
$258K -$28.9K -103 -10%
FFM
470
Forum Financial Management
Illinois
$248K
AR
471
Advisory Research
Illinois
$247K +$247K +882 New
6F
472
626 Financial
Michigan
$230K +$230K +819 New
AIA
473
Allied Investment Advisors
Montana
$230K +$230K +820 New
TCM
474
Traynor Capital Management
Pennsylvania
$229K +$229K +819 New
MPPW
475
Mitchell & Pahl Private Wealth
Oklahoma
$227K -$50.2K -179 -18%