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Carlisle Companies

538 hedge funds and large institutions have $11.8B invested in Carlisle Companies in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-6
Holders Change %
-1.1%
% of All Funds
8.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
62
Increased
168
Reduced
206
Closed
66
Calls
$24.7M
Puts
$8.52M
Net Calls
+$16.2M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
501
Asset Dedication LLC
California
$8K
GWS
502
Glassman Wealth Services
Virginia
$7.7K -$1.03K -4 -12%
SIC
503
Salem Investment Counselors
North Carolina
$6.93K
AF
504
Allworth Financial
California
$6.67K -$770 -3 -10%
CWP
505
Concord Wealth Partners
Virginia
$6.41K
LC
506
Lindbrook Capital
California
$6.41K +$3.08K +12 +92%
KFI
507
Key Financial Inc
Pennsylvania
$6.41K +$6.41K +25 New
VAG
508
VisionPoint Advisory Group
Texas
$6.41K +$6.41K +25 New
HI
509
Harbour Investments
Wisconsin
$5.65K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$5.64K -$513 -2 -8%
UB
511
UMB Bank
Missouri
$5.39K
CFO
512
CVA Family Office
Colorado
$5.13K -$1.28K -5 -20%
MAM
513
Magellan Asset Management
Australia
$3.85K
CFB
514
Cullen/Frost Bankers
Texas
$3.59K -$13.3K -52 -79%
AF
515
Advisornet Financial
Minnesota
$3.59K
BIA
516
Bell Investment Advisors
California
$3.34K
FHA
517
First Horizon Advisors
Tennessee
$3.08K
RTL
518
Red Tortoise LLC
Georgia
$3.08K
BTI
519
Blue Trust Inc
Georgia
$3K -$11.6K -58 -79%
FA
520
Financial Avengers
California
$2.87K
SIC
521
SJS Investment Consulting
Ohio
$2.82K +$257 +1 +10%
DI
522
Disciplined Investments
Oklahoma
$2.57K
TAIM
523
TD Ameritrade Investment Management
Nebraska
$2K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$1.8K +$513 +2 +40%
JWM
525
Janiczek Wealth Management
Colorado
$1.8K