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Carlisle Companies
CSL

Overview Fund Activity

735 hedge funds and large institutions have $17.9B invested in Carlisle Companies in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 248 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+14
Holders Change %
+1.94%
% of All Funds
10.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
90
Increased
274
Reduced
248
Closed
73
Calls
$17.8M
Puts
$24.9M
Net Calls
-$7.14M
Net Calls Change
-$42.2M

Top Buyers

1
Invesco
Invesco
Georgia
$599M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$430M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$6.21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
651
Rise Advisors
New York
$54.8K – – –
UB
652
UMB Bank
Missouri
$54.4K +$41.4K +92 +317%
HGERS
653
Householder Group Estate & Retirement Specialist
Arizona
$54K – – –
AF
654
Allworth Financial
California
$54K +$900 +2 +2%
GM
655
GeoWealth Management
Illinois
$52.2K +$3.15K +7 +6%
LC
656
Lindbrook Capital
California
$46.3K +$12.6K +28 +37%
LFA
657
LGT Financial Advisors
Texas
$45.4K – – –
HPC
658
HM Payson & Co
Maine
$45K – – –
WT
659
Washington Trust
Rhode Island
$45K – – –
GJWM
660
Gilliland Jeter Wealth Management
Arkansas
$43.2K – – –
AAP
661
Arax Advisory Partners
Colorado
$38.7K +$12.1K +27 +46%
FFA
662
Farther Finance Advisors
California
$36.8K -$57K -127 -61%
TSMHT
663
Thurston Springer Miller Herd & Titak
Indiana
$34.9K -$906 -2 -3%
TWD
664
True Wealth Design
Ohio
$33.7K +$31.5K +70 +1,400%
MCM
665
MV Capital Management
Maryland
$31.9K +$31.5K +70 +7,000%
OWP
666
ORG Wealth Partners
Texas
$31.9K +$31.9K +71 New
FFA
667
Frazier Financial Advisors
Ohio
$28.8K -$6.75K -15 -19%
DMBA
668
Deseret Mutual Benefit Administrators
Utah
$26.1K -$1.35K -3 -5%
CJL
669
Cyrus J. Lawrence
New York
$26K -$5.38K -12 -17%
OA
670
Operose Advisors
Wisconsin
$24.7K – – –
OC
671
Oarsman Capital
Wisconsin
$24.7K +$24.7K +55 New
CPA
672
Capital Performance Advisors
California
$24.7K +$24.7K +55 New
ST
673
Smithfield Trust
Pennsylvania
$24K – – –
NSIM
674
North Star Investment Management
Illinois
$22.5K – – –
CIM
675
Contravisory Investment Management
Massachusetts
$22.5K – – –
25 26
27
28 29