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Carlisle Companies
CSL

Overview Fund Activity

758 hedge funds and large institutions have $14.9B invested in Carlisle Companies in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 238 increasing their positions, 282 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+23
Holders Change %
+3.13%
% of All Funds
10.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
122
Increased
238
Reduced
282
Closed
88
Calls
$24.9M
Puts
$10.9M
Net Calls
+$14M
Net Calls Change
+$21.1M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$228M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$79.7M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$55.1M
4
TCIM
4
TOMS Capital Investment Management
New York
$54.2M
5
A
5
AustralianSuper
Australia
$52.7M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$200M
2
BlackRock
2
BlackRock
New York
$1.67B
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$865M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$365K -$179K -486 -33%
HWM
527
HB Wealth Management
Georgia
$364K +$364K +987 New
IPW
528
Impact Partnership Wealth
Georgia
$357K +$57.5K +156 +19%
FFP
529
FourThought Financial Partners
Florida
$354K +$354K +961 New
GPW
530
Genesis Private Wealth
Virginia
$354K +$354K +961 New
WS
531
Wedbush Securities
California
$349K – – –
PWS
532
Precision Wealth Strategies
Missouri
$347K -$25.1K -68 -7%
JWCA
533
J.W. Cole Advisors
Florida
$345K – – –
GCM
534
Gallacher Capital Management
Colorado
$344K -$74.1K -201 -18%
IGAM
535
iA Global Asset Management
Quebec, Canada
$343K +$23.3K +63 +7%
FNBT
536
FineMark National Bank & Trust
Florida
$341K – – –
CG
537
Caprock Group
Idaho
$340K +$48.3K +131 +17%
MA
538
Mutual Advisors
Nebraska
$338K +$36.8K +93 +12%
RT
539
Rockland Trust
Massachusetts
$336K – – –
NA
540
NewEdge Advisors
Louisiana
$335K +$36.2K +98 +12%
BWM
541
BKM Wealth Management
Wisconsin
$334K +$334K +905 New
CFO
542
Callan Family Office
Pennsylvania
$333K +$333K +904 New
UM
543
UniSuper Management
Australia
$332K -$799K -2,167 -71%
SIA
544
Schechter Investment Advisors
Michigan
$332K -$9.96K -27 -3%
FFM
545
Forum Financial Management
Illinois
$330K +$1.11K +3 +0.3%
OWA
546
One Wealth Advisors
California
$326K +$121K +329 +59%
CL
547
Choreo LLC
Illinois
$325K -$125K -339 -28%
SFG
548
Sunburst Financial Group
Alabama
$325K -$4.06K -11 -1%
IWM
549
Inlight Wealth Management
Georgia
$320K +$320K +320,026 New
GC
550
Guggenheim Capital
Illinois
$317K -$988K -2,679 -76%
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