⌘K

CARL Institutional Ownership & 13F Holders | SmartMoneyDB

CARLCARLSMED INC

COM · CUSIP 14280C105

Smart Money Ownership

Of the 7 tracked institutions holding CARL, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.9pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

CARL (CARLSMED INC) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, CARL (CARLSMED INC) is held with a combined value of $16.45M across 1,516,705 shares. The largest holder is BlackRock, Inc. with a position worth $5.53M. 2 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$16.45M

Total Shares Held

1,516,705

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLCNew position~$3.1M VANGUARD GROUP INC+59% shares~$1.6M AQR CAPITAL MANAGEMENT LLCNew position~$956.6K BlackRock, Inc.+19% shares~$890.5K CITADEL ADVISORS LLC+128% shares~$593.0K

13F Institutional Holders

Sort

MILLENNIUM MANAGEMENT LLC

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$5.53M	532,593	0.00%	+19.2%
2	VANGUARD GROUP INC	$4.45M	360,082	0.00%	+58.5%
3	MILLENNIUM MANAGEMENT LLC	$3.07M	295,907	0.00%	New
4	STATE STREET CORP	$1.38M	133,083	0.00%	+17.0%
5	CITADEL ADVISORS LLC	$1.06M	101,726	0.00%	+128.1%
6	AQR CAPITAL MANAGEMENT LLC	$956.61K	92,159	0.00%	New
7	FMR LLC	$11.99K	1,155	0.00%	-10.9%

Frequently Asked Questions

Which institutional investors own the most CARL stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CARL with a position worth $5.53M, representing 0.00% of their portfolio. In total, 7 institutional investors hold CARL with a combined value of $16.45M.

Are hedge funds buying or selling CARL?

In the most recent quarter, 2 funds opened a new position in CARL. Additionally, 4 increased their holdings and 1 reduced their positions.

What percentage of CARL is owned by institutional investors?

Institutional investors hold $16.45M worth of CARL stock across 7 positions. The largest institutional holder is BlackRock, Inc. with $5.53M in holdings.

What is a 13F filing and why does it matter for CARL?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CARL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CARL institutional moves

Get notified when hedge funds change their CARL positions.