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Carlisle Companies
CSL

Overview Fund Activity

594 hedge funds and large institutions have $14.1B invested in Carlisle Companies in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 174 increasing their positions, 227 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+33
Holders Change %
+5.88%
% of All Funds
8.71%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
91
Increased
174
Reduced
227
Closed
51
Calls
$58.9M
Puts
$24.3M
Net Calls
+$34.6M
Net Calls Change
+$7.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.58B
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$132M
3
ZIG
Zurich Insurance Group
Switzerland
$57.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$47.5M
5
Invesco
Invesco
Georgia
$110M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$123M
2
PIM
Platinum Investment Management
Australia
$0
3
GIM
Generation Investment Management
United Kingdom
$422M
4
Norges Bank
Norges Bank
Norway
$159M
5
Millennium Management
Millennium Management
New York
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
551
Sunbelt Securities
Texas
$11.6K – – –
KWAG
552
Kiely Wealth Advisory Group
North Carolina
$11.5K +$11.5K +37 New
RIM
553
Rakuten Investment Management
Japan
$11.3K +$11.3K +36 New
EWM
554
Evermay Wealth Management
Virginia
$10.9K – – –
CAM
555
Costello Asset Management
Pennsylvania
$10.9K – – –
KI
556
Kapitalo Investimentos
Brazil
$10.9K +$10.9K +35 New
ADL
557
Asset Dedication LLC
California
$10K – – –
GWS
558
Glassman Wealth Services
Virginia
$9.37K – – –
SIC
559
Salem Investment Counselors
North Carolina
$8.44K – – –
KFI
560
Key Financial Inc
Pennsylvania
$7.81K – – –
S
561
Sachetta
Massachusetts
$7.81K +$7.81K +25 New
HI
562
Harbour Investments
Wisconsin
$7.5K – – –
AF
563
Advisornet Financial
Minnesota
$7.19K +$2.5K +8 +53%
PS
564
Planned Solutions
California
$7.19K +$7.19K +23 New
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$6.56K – – –
IUHSA
566
Itau Unibanco Holding S.A.
Brazil
$6.25K -$7.5K -24 -55%
CFO
567
CVA Family Office
Colorado
$6.25K +$6.25K +20 New
SIS
568
Sound Income Strategies
Florida
$5.31K +$5.31K +17 New
TCWA
569
Turtle Creek Wealth Advisors
Texas
$5.31K +$5.31K +17 New
NS
570
NBC Securities
Alabama
$5K -$278 -1 -5%
UB
571
UMB Bank
Missouri
$4.69K -$6.56K -21 -58%
MAM
572
Magellan Asset Management
Australia
$4.69K – – –
SIC
573
SJS Investment Consulting
Ohio
$4.38K +$313 +1 +8%
CFB
574
Cullen/Frost Bankers
Texas
$4.37K – – –
IA
575
IFP Advisors
Florida
$3.75K -$1.15M -3,692 -100%
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