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Carlisle Companies
CSL

Overview Fund Activity

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

Top Buyers

1
RS
1
Robeco Schweiz
Switzerland
$91.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$564M
3
PIM
3
Platinum Investment Management
Australia
$55.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$235M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$303M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.69M
2
Norges Bank
2
Norges Bank
Norway
$174M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$26.4M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$25.2M
5
Invesco
5
Invesco
Georgia
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
501
Prestige Wealth Management Group
New Jersey
$9.72K – – –
WWP
502
WR Wealth Planners
Missouri
$9.04K +$9.04K +40 New
SS
503
Sunbelt Securities
Texas
$8.27K +$8.27K +37 New
JWA
504
JFS Wealth Advisors
Pennsylvania
$8.14K -$3.17K -14 -28%
TWA
505
TCI Wealth Advisors
Arizona
$8.14K +$226 +1 +3%
GWS
506
Glassman Wealth Services
Virginia
$7.69K -$452 -2 -6%
ADL
507
Asset Dedication LLC
California
$7K – – –
CIA
508
Cape Investment Advisory
Georgia
$6.78K +$6.78K +30 New
AF
509
Allworth Financial
California
$6.56K +$2.26K +10 +53%
SIC
510
Salem Investment Counselors
North Carolina
$6.1K +$6.1K +27 New
CFO
511
CVA Family Office
Colorado
$5.65K -$5.65K -25 -50%
CWP
512
Concord Wealth Partners
Virginia
$5.65K – – –
OLVIG
513
Oliver Lagore Vanvalin Investment Group
Michigan
$5.65K – – –
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$5.43K – – –
HI
515
Harbour Investments
Wisconsin
$4.98K – – –
UB
516
UMB Bank
Missouri
$4.75K – – –
SC
517
Schubert & Co
Texas
$4.52K +$1.13K +5 +33%
WTA
518
Washington Trust Advisors
Massachusetts
$3.84K -$452 -2 -11%
MAM
519
Magellan Asset Management
Australia
$3.39K +$3.39K +15 New
AF
520
Advisornet Financial
Minnesota
$3.17K +$904 +4 +40%
BIA
521
Bell Investment Advisors
California
$2.94K +$1.13K +5 +63%
LC
522
Lindbrook Capital
California
$2.94K +$1.36K +6 +86%
RTL
523
Red Tortoise LLC
Georgia
$2.71K – – –
FHA
524
First Horizon Advisors
Tennessee
$2.71K -$11.1K -49 -80%
Commonwealth Equity Services
525
Commonwealth Equity Services
Massachusetts
$2.69K +$45 +201 +2%
19 20
21
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