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

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$123M
2
PIM
2
Platinum Investment Management
Australia
$0
3
GIM
3
Generation Investment Management
United Kingdom
$422M
4
Norges Bank
4
Norges Bank
Norway
$159M
5
Millennium Management
5
Millennium Management
New York
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
626
CWA Asset Management Group
Florida
– -$382K -1,475 Closed
ESCM
627
Echo Street Capital Management
New York
– -$349K -1,346 Closed
FHC
628
First Heartland Consultants
Missouri
– -$317K -1,221 Closed
AP
629
Appleton Partners
Massachusetts
– -$228K -880 Closed
FNA
630
First National Advisers
Nebraska
– -$212K -817 Closed
BONST
631
Bank of Nova Scotia Trust
Ontario, Canada
– -$200K -773 Closed
BCV
632
Banque Cantonale Vaudoise
Switzerland
– -$176K -678 Closed
WBC
633
Westpac Banking Corp
Australia
– -$156K -600 Closed
CA
634
Crewe Advisors
Utah
– -$70K -270 Closed
RW
635
RVW Wealth
California
– -$51.9K -200 Closed
AWA
636
Artemis Wealth Advisors
New York
– -$39.4K -152 Closed
CAS
637
Coppell Advisory Solutions
Texas
– -$29K -123 Closed
EARNEST Partners
638
EARNEST Partners
Georgia
– -$27K -104 Closed
WWP
639
WR Wealth Planners
Missouri
– -$10.9K -42 Closed
CA
640
Clearstead Advisors
Ohio
– -$8.82K -34 Closed
CWP
641
Concord Wealth Partners
Virginia
– -$6.48K -25 Closed
GM
642
GeoWealth Management
Illinois
– -$6K -24 Closed
WTG
643
West Tower Group
Virginia
– -$5.7K -22 Closed
QL
644
Quarry LP
New York
– -$2.85K -11 Closed
JWM
645
Janiczek Wealth Management
Colorado
– -$1.82K -7 Closed
UFF
646
USA Financial Formulas
Michigan
– -$519 -2 Closed
22 23 24 25
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