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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 %
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$8.55K -$450 -1 -5%
BGAI
702
Bruce G. Allen Investments
Colorado
$8.1K – – –
NS
703
NBC Securities
Alabama
$8K – – –
BWP
704
Baldwin Wealth Partners
Massachusetts
$7.65K – – –
FHA
705
First Horizon Advisors
Tennessee
$7.2K -$1.35K -3 -16%
IUHSA
706
Itau Unibanco Holding S.A.
Brazil
$7.2K – – –
SIC
707
SJS Investment Consulting
Ohio
$6.3K – – –
GRP
708
Global Retirement Partners
California
$5.85K -$900 -2 -13%
TIM
709
Tortoise Investment Management
New York
$5.85K – – –
MAM
710
Meeder Asset Management
Ohio
$5.4K -$8.55K -19 -61%
RTL
711
Red Tortoise LLC
Georgia
$5.4K – – –
TPCW
712
TD Private Client Wealth
New York
$5.4K +$4.5K +10 +500%
FA
713
Financial Avengers
California
$5.1K – – –
DPW
714
DiNuzzo Private Wealth
Pennsylvania
$4.95K -$450 -1 -8%
AS
715
Altshuler Shaham
Israel
$4.05K – – –
AFWM
716
Abich Financial Wealth Management
Virginia
$4.05K +$3.15K +7 +350%
AGWCA
717
Annis Gardner Whiting Capital Advisors
Florida
$3.15K – – –
NMM
718
Naples Money Management
Florida
$2.7K – – –
FGC
719
Financial Gravity Companies
Texas
$2.25K +$2.25K +5 New
HCM
720
Hollencrest Capital Management
California
$2.25K +$2.25K +5 New
Kayne Anderson Rudnick Investment Management
721
Kayne Anderson Rudnick Investment Management
California
$1.8K – – –
CAM
722
Creekmur Asset Management
Illinois
$1.8K +$1.8K +4 New
MA
723
Montag & Associates
Georgia
$1.49K -$495 -1 -25%
BIA
724
Bell Investment Advisors
California
$1.35K -$900 -2 -40%
VWA
725
Valued Wealth Advisors
Utah
$1.35K -$450 -1 -25%
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