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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 %
EWM
526
Evermay Wealth Management
Virginia
$9.08K +$9.08K +35 New
CAM
527
Costello Asset Management
Pennsylvania
$9.07K +$9.07K +35 New
CA
528
Clearstead Advisors
Ohio
$8.82K +$8.82K +34 New
SWM
529
Spire Wealth Management
Virginia
$8.2K – – –
ADL
530
Asset Dedication LLC
California
$8K – – –
SFG
531
Steward Financial Group
Texas
$8K +$8K +31 New
GWS
532
Glassman Wealth Services
Virginia
$7.78K – – –
SIC
533
Salem Investment Counselors
North Carolina
$7K – – –
LC
534
Lindbrook Capital
California
$6.74K +$259 +1 +4%
KFI
535
Key Financial Inc
Pennsylvania
$6.48K – – –
CWP
536
Concord Wealth Partners
Virginia
$6.48K – – –
HI
537
Harbour Investments
Wisconsin
$6.22K +$519 +2 +9%
GM
538
GeoWealth Management
Illinois
$6K +$6K +24 New
WTG
539
West Tower Group
Virginia
$5.7K +$5.7K +22 New
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$5.44K -$259 -1 -5%
NS
541
NBC Securities
Alabama
$4K +$4K +19 New
MAM
542
Magellan Asset Management
Australia
$3.89K – – –
AF
543
Advisornet Financial
Minnesota
$3.89K +$259 +1 +7%
CFB
544
Cullen/Frost Bankers
Texas
$3.63K – – –
SIC
545
SJS Investment Consulting
Ohio
$3.37K +$519 +2 +18%
RTL
546
Red Tortoise LLC
Georgia
$3.11K – – –
FHA
547
First Horizon Advisors
Tennessee
$3.11K – – –
FA
548
Financial Avengers
California
$2.91K – – –
QL
549
Quarry LP
New York
$2.85K +$2.85K +11 New
NA
550
NewEdge Advisors
Louisiana
$2.85K +$2.85K +11 New
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