CSL icon

Carlisle Companies
CSL

Overview Fund Activity

561 hedge funds and large institutions have $11.4B invested in Carlisle Companies in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 216 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+23
Holders Change %
+4.28%
% of All Funds
8.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
68
Increased
162
Reduced
216
Closed
39
Calls
$42.1M
Puts
$14.7M
Net Calls
+$27.4M
Net Calls Change
+$11.2M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
$137M
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$22M
4
National Pension Service
National Pension Service
South Korea
$21.1M
5
Invesco
Invesco
Georgia
$69.9M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.9M
2
Millennium Management
Millennium Management
New York
$49.4M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
CVA
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
501
Creative Financial Designs
Indiana
$38.5K +$3.62K +14 +10%
CTC
502
Central Trust Company
Missouri
$37.6K -$16.6K -64 -31%
QC
503
Quent Capital
New York
$35.3K – – –
PA
504
Parallel Advisors
California
$29.4K +$4.68K +18 +19%
CAS
505
Coppell Advisory Solutions
Texas
$29K +$29K +123 New
EARNEST Partners
506
EARNEST Partners
Georgia
$27K – – –
LFA
507
LGT Financial Advisors
Texas
$26.7K +$26.7K +103 New
WT
508
Washington Trust
Rhode Island
$25.9K – – –
DMBA
509
Deseret Mutual Benefit Administrators
Utah
$24.1K -$1.3K -5 -5%
BTI
510
Blue Trust Inc
Georgia
$21K +$17.2K +67 +447%
LWCFA
511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.3K – – –
VAG
512
VisionPoint Advisory Group
Texas
$16.9K +$10.4K +40 +160%
CA
513
Centerpoint Advisors
Massachusetts
$16K -$258 -1 -2%
ST
514
Smithfield Trust
Pennsylvania
$15K – – –
OA
515
Operose Advisors
Wisconsin
$14.3K +$14.3K +55 New
EWA
516
EverSource Wealth Advisors
Alabama
$14K – – –
NSIM
517
North Star Investment Management
Illinois
$13K – – –
AF
518
Allworth Financial
California
$11.7K +$4.93K +19 +73%
LFG
519
Larson Financial Group
Missouri
$11.4K – – –
IUHSA
520
Itau Unibanco Holding S.A.
Brazil
$11.4K – – –
PWMG
521
Prestige Wealth Management Group
New Jersey
$11.1K – – –
WWP
522
WR Wealth Planners
Missouri
$10.9K – – –
JWA
523
JFS Wealth Advisors
Pennsylvania
$10.9K +$1.82K +7 +20%
SS
524
Sunbelt Securities
Texas
$9.59K – – –
UB
525
UMB Bank
Missouri
$9.33K +$3.89K +15 +71%
19 20
21
22 23