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Carlisle Companies
782 hedge funds and large institutions have $13.5B invested in Carlisle Companies in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 283 increasing their positions, 260 reducing their positions, and 76 closing their positions.
New
Increased
Maintained
Reduced
Closed
85% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $8.31M
36% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 76
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1% more funds holding
Funds holding: 771 → 782 (+11)
9% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 260
2% more capital invested
Capital invested by funds: $13.2B → $13.5B (+$299M)
0.46% less ownership
Funds ownership: 99.7% → 99.24% (-0.46%)
Holders
782
Holders Change
+11
Holders Change %
+1.43%
% of All Funds
9.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
103
Increased
283
Reduced
260
Closed
76
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.05M
Net Calls Change
+$17.5M
Top Buyers
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$122M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$110M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$102M |
| 4 |
Bank of New York Mellon
New York
|
+$91.6M |
| 5 |
AC
AKO Capital
London,
United Kingdom
|
+$73.3M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$173M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$170M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$110M |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$109M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$85.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
851
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1.4K | -4 | Closed |
|
|
WW
852
Winnow Wealth
Waco,
Texas
| – | -$1.28K | -4 | Closed |
|
|
FNWA
853
Financial Network Wealth Advisors
Murray,
Utah
| – | -$960 | -3 | Closed |
|
|
MA
854
Montag & Associates
Atlanta,
Georgia
| – | -$831 | -3 | Closed |
|
|
OC
855
Optima Capital
Beaverton,
Oregon
| – | -$640 | -2 | Closed |
|
|
GCM
856
Gunpowder Capital Management
Towson,
Maryland
| – | -$320 | -1 | Closed |
|
|
RBC
857
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$364 | -1 | -50% |
|
|
TPBG
858
Turning Point Benefit Group
Frederick,
Maryland
| – | -$319 | -1 | Closed |
|
|
AW
859
Avion Wealth
The Woodlands,
Texas
| – | +$364 | +1 | New |
|