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Carlisle Companies
CSL

Overview Fund Activity

735 hedge funds and large institutions have $17.9B invested in Carlisle Companies in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 248 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+14
Holders Change %
+1.94%
% of All Funds
10.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
90
Increased
274
Reduced
248
Closed
73
Calls
$17.8M
Puts
$24.9M
Net Calls
-$7.14M
Net Calls Change
-$42.2M

Top Buyers

1
Invesco
Invesco
Georgia
$599M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$430M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$6.21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Apollon Wealth Management
South Carolina
$632K +$141K +314 +29%
MWM
452
Meridian Wealth Management
Kentucky
$631K +$631K +1,402 New
Two Sigma Advisers
453
Two Sigma Advisers
New York
$630K +$90K +200 +17%
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$629K +$128K +284 +25%
CIBC Asset Management
455
CIBC Asset Management
Ontario, Canada
$627K +$20.2K +45 +3%
LA
456
Lindenwold Advisors
Pennsylvania
$622K +$20.7K +46 +3%
QCG
457
Quadrant Capital Group
Ohio
$609K +$14.4K +32 +2%
MFG
458
Merit Financial Group
Georgia
$605K -$140K -312 -19%
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$605K -$226K -503 -27%
KAS
460
Kestra Advisory Services
Texas
$605K +$22.9K +51 +4%
MIA
461
MeadowBrook Investment Advisors
Michigan
$600K -$98.9K -220 -14%
PA
462
Profund Advisors
Maryland
$598K -$21.6K -48 -3%
TA
463
TFG Advisers
Michigan
$597K +$22.9K +51 +4%
FNA
464
First National Advisers
Nebraska
$593K +$29.2K +65 +5%
VWM
465
Venturi Wealth Management
Texas
$586K +$217K +483 +59%
EB
466
Eastern Bank
Massachusetts
$585K +$585K +1,300 New
SC
467
Savant Capital
Illinois
$584K -$3.11M -6,906 -84%
GI
468
GAMMA Investing
California
$579K +$145K +322 +33%
SC
469
Scotia Capital
Ontario, Canada
$566K -$11.7K -26 -2%
MPCG
470
Matrix Private Capital Group
New York
$566K +$19.8K +44 +4%
LFA
471
LifeGuide Financial Advisors
Pennsylvania
$555K – – –
NAS
472
Nicolet Advisory Services
Wisconsin
$554K +$37.2K +83 +7%
CL
473
Choreo LLC
Illinois
$548K +$256K +570 +87%
PGA
474
Portland Global Advisors
Maine
$540K – – –
BTW
475
Boston Trust Walden
Massachusetts
$540K – – –
17 18
19
20 21