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Carlisle Companies

594 hedge funds and large institutions have $14.1B invested in Carlisle Companies in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+33
Holders Change %
+5.88%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
91
Increased
174
Reduced
227
Closed
51
Calls
$58.9M
Puts
$24.3M
Net Calls
+$34.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
451
J.W. Cole Advisors
Florida
$280K +$280K +895 New
Wealthfront Advisers
452
Wealthfront Advisers
California
$277K -$5.31K -17 -2%
FFM
453
Forum Financial Management
Illinois
$277K
SIA
454
Schechter Investment Advisors
Michigan
$275K +$2.5K +8 +0.9%
GAM
455
Gotham Asset Management
New York
$274K -$882K -2,822 -76%
SWM
456
Spire Wealth Management
Virginia
$271K +$261K +846 +2,644%
TPI
457
Trust Point Inc
Wisconsin
$270K +$270K +865 New
EH
458
Equitable Holdings
New York
$266K -$5.94K -19 -2%
FSA
459
Franklin Street Advisors
North Carolina
$265K
AFG
460
Allegheny Financial Group
Pennsylvania
$265K
ACA
461
Aptus Capital Advisors
Alabama
$258K -$41.2K -132 -14%
AIA
462
Allied Investment Advisors
Montana
$256K
TWM
463
Tradition Wealth Management
Minnesota
$256K +$625 +2 +0.2%
WS
464
Wedbush Securities
California
$253K -$53.1K -170 -17%
TA
465
TrueWealth Advisors
Alabama
$250K
AIMCA
466
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$250K
JF
467
Jump Financial
Illinois
$250K +$250K +800 New
GWANC
468
Guardian Wealth Advisors (North Carolina)
North Carolina
$247K -$27.2K -87 -10%
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$244K
TCM
470
Traynor Capital Management
Pennsylvania
$241K +$312 +1 +0.1%
CAL
471
Capital Advisors Ltd
Ohio
$241K
PAG
472
Private Advisor Group
New Jersey
$238K +$238K +762 New
SRL
473
Scientech Research LLC
New Jersey
$237K +$237K +759 New
EGM
474
Engineers Gate Manager
New York
$233K -$481K -1,538 -67%
FTDI
475
First Trust Direct Indexing
Massachusetts
$232K +$232K +744 New