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Carlisle Companies
CSL

Overview Fund Activity

757 hedge funds and large institutions have $14.9B invested in Carlisle Companies in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 238 increasing their positions, 282 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+22
Holders Change %
+2.99%
% of All Funds
10.08%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
121
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 %
MAM
701
Meeder Asset Management
Ohio
$13.3K +$8.85K +24 +200%
KWAG
702
Kiely Wealth Advisory Group
North Carolina
$13.1K – – –
HWM
703
Hemington Wealth Management
Virginia
$13K +$3.51K +10 +37%
EWM
704
Evermay Wealth Management
Virginia
$12.9K – – –
ETC
705
Exchange Traded Concepts
Oklahoma
$12.5K -$2.58K -7 -17%
ADL
706
Asset Dedication LLC
California
$11.8K – – –
GKIM
707
GW&K Investment Management
Massachusetts
$11K – – –
SIC
708
Salem Investment Counselors
North Carolina
$9.96K – – –
PSFG
709
Park Square Financial Group
Georgia
$9.96K +$9.96K +27 New
CFO
710
CVA Family Office
Colorado
$9.59K +$2.21K +6 +30%
A
711
Allianz
Germany
$8.85K – – –
AP
712
Atwood & Palmer
Missouri
$8.48K +$8.48K +23 New
GRP
713
Global Retirement Partners
California
$8.48K +$3.69K +10 +77%
MWM
714
Mascoma Wealth Management
New Hampshire
$7.38K – – –
WA
715
Whipplewood Advisors
Colorado
$7.01K +$7.01K +19 New
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$6.64K -$369 -1 -5%
BGAI
717
Bruce G. Allen Investments
Colorado
$6.64K – – –
EBA
718
Eagle Bay Advisors
New York
$6.27K -$738 -2 -11%
MC
719
Montag & Caldwell
Georgia
$6.27K +$6.27K +17 New
HNW
720
High Note Wealth
Minnesota
$5.53K +$5.53K +15 New
FHA
721
First Horizon Advisors
Tennessee
$5.53K -$369 -1 -6%
SIM
722
Synergy Investment Management
Florida
$5.23K +$5.23K +15 New
TIM
723
Tortoise Investment Management
New York
$4.8K – – –
SIC
724
SJS Investment Consulting
Ohio
$4.43K -$738 -2 -14%
RTL
725
Red Tortoise LLC
Georgia
$4.43K – – –
27 28
29
30 31