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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 %
FA
726
Financial Avengers
California
$4.19K – – –
DPW
727
DiNuzzo Private Wealth
Pennsylvania
$4.06K – – –
AS
728
Altshuler Shaham
Israel
$3.69K +$369 +1 +11%
GBT
729
Grove Bank & Trust
Florida
$2.58K +$2.58K +7 New
SO
730
Sierra Ocean
California
$2.21K +$2.21K +6 New
TWD
731
True Wealth Design
Ohio
$1.85K -$25.8K -70 -93%
RS
732
Rakuten Securities
Japan
$1.84K -$6.27K -17 -77%
FGC
733
Financial Gravity Companies
Texas
$1.84K – – –
HCM
734
Hollencrest Capital Management
California
$1.84K – – –
CSWM
735
Cassady Schiller Wealth Management
Ohio
$1.84K +$1.84K +5 New
CWC
736
Carolinas Wealth Consulting
North Carolina
$1.5K +$599 +2 +67%
S
737
Sachetta
Massachusetts
$1.48K -$9.23K -25 -86%
BIA
738
Bell Investment Advisors
California
$1.48K +$369 +1 +33%
Kayne Anderson Rudnick Investment Management
739
Kayne Anderson Rudnick Investment Management
California
$1.48K – – –
PAM
740
Parvin Asset Management
South Dakota
$1.48K +$1.48K +4 New
NMG
741
New Millennium Group
Utah
$1.18K +$1.18K +3 New
MA
742
Montag & Associates
Georgia
$1.17K – – –
FMP
743
Financial Management Professionals
Texas
$1.11K – – –
CFFP
744
Center for Financial Planning
Michigan
$1.11K +$1.11K +3 New
PMAM
745
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
WCM
746
Winthrop Capital Management
Indiana
$1K +$1K +3 New
CJ
747
Caitlin John
Michigan
$764 – – –
VWA
748
Valued Wealth Advisors
Utah
$738 -$369 -1 -33%
RAM
749
Riggs Asset Management
Pennsylvania
$738 – – –
PWM
750
Parkworth Wealth Management
California
$738 +$738 +2 New
28 29
30
31 32