CARL NASDAQ
Carlsmed, Inc.
1W: +17.6%
1M: +19.1%
3M: -0.9%
YTD: +8.8%
$12.11
-0.54 (-4.27%)
Weekly Expected Move ±9.5%
$9
$10
$11
$12
$13
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CARL
76
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$47M
Total Invested
19
New Positions
15
Increased
32
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 2,454,904 | $$30M | +1,314,286 | +115.2% | 3Q | SEC ↗ |
| 2 | ORBIMED ADVISORS LLC | 1,252,600 | $$15M | — | +0.0% | 3Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 552,262 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Parkman Healthcare Partners LLC NEW | 521,123 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 5 | BlackRock, Inc. | 446,892 | $$5M | +19,418 | +4.5% | 3Q | SEC ↗ |
| 6 | VANGUARD GROUP INC | 360,082 | $$4M | +132,887 | +58.5% | 2Q | SEC ↗ |
| 7 | Schonfeld Strategic Advisors LLC NEW | 283,180 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | KCM Capital Inc NEW | 200,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 193,173 | $$2M | +31,140 | +19.2% | 3Q | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 159,291 | $$2M | -947 | -0.6% | 3Q | SEC ↗ |
| 11 | MILLENNIUM MANAGEMENT LLC | 128,970 | $$2M | +108,208 | +521.2% | 2Q | SEC ↗ |
| 12 | STATE STREET CORP | 113,717 | $$1M | +44,776 | +64.9% | 3Q | SEC ↗ |
| 13 | NORGES BANK NEW | 65,000 | $$787K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 54,476 | $$660K | +3,776 | +7.4% | 3Q | SEC ↗ |
| 15 | KORNITZER CAPITAL MANAGEMENT INC /KS | 53,432 | $$647K | -1,803 | -3.3% | 3Q | SEC ↗ |
| 16 | Ghisallo Capital Management LLC | 50,000 | $$606K | — | +0.0% | 2Q | SEC ↗ |
| 17 | BURKEHILL GLOBAL MANAGEMENT, LP | 50,000 | $$606K | — | +0.0% | 2Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 47,644 | $$577K | — | +0.0% | 1Q | SEC ↗ |
| 19 | VANGUARD FIDUCIARY TRUST CO NEW | 45,399 | $$550K | — | +0.0% | 1Q | SEC ↗ |
| 20 | WESBANCO BANK INC | 37,000 | $$448K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Boston Partners | 26,100 | $$316K | -3,217 | -11.0% | 2Q | SEC ↗ |
| 22 | XTX Topco Ltd NEW | 24,738 | $$300K | — | +0.0% | 1Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 22,638 | $$274K | -4,562 | -16.8% | 2Q | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 20,000 | $$242K | -155,405 | -88.6% | 3Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 16,775 | $$203K | — | +0.0% | 3Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 15,583 | $$189K | -5,553 | -26.3% | 3Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15,155 | $$184K | — | +0.0% | 1Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC NEW | 15,036 | $$182K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Quadrature Capital Ltd NEW | 13,352 | $$162K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MORGAN STANLEY | 13,329 | $$161K | +3,804 | +39.9% | 2Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 13,105 | $$159K | +1 | +0.0% | 3Q | SEC ↗ |
| 32 | Centiva Capital, LP NEW | 12,745 | $$154K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Board of Trustees of The Leland Stanfo | 12,516 | $$152K | -12,514 | -50.0% | 3Q | SEC ↗ |
| 34 | HRT FINANCIAL LP NEW | 12,337 | $$149K | — | +0.0% | 1Q | SEC ↗ |
| 35 | RENAISSANCE TECHNOLOGIES LLC | 10,400 | $$126K | -13,900 | -57.2% | 2Q | SEC ↗ |
| 36 | UBS Group AG | 10,303 | $$125K | -383 | -3.6% | 3Q | SEC ↗ |
| 37 | DEUTSCHE BANK AG | 9,832 | $$119K | — | +0.0% | 2Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 7,834 | $$95K | +2,989 | +61.7% | 2Q | SEC ↗ |
| 39 | RHUMBLINE ADVISERS | 5,181 | $$63K | +762 | +17.2% | 3Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 5,063 | $$61K | +1,813 | +55.8% | 3Q | SEC ↗ |
| 41 | Vanguard Global Advisers, LLC NEW | 3,577 | $$43K | — | +0.0% | 1Q | SEC ↗ |
| 42 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,348 | $$41K | +108 | +3.3% | 3Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 2,567 | $$31K | +417 | +19.4% | 3Q | SEC ↗ |
| 44 | NEW YORK STATE COMMON RETIREMENT FUND | 1,800 | $$22K | — | +0.0% | 3Q | SEC ↗ |
| 45 | BARCLAYS PLC | 1,777 | $$22K | -8,856 | -83.3% | 3Q | SEC ↗ |
| 46 | Tower Research Capital LLC (TRC) | 1,669 | $$20K | +637 | +61.7% | 3Q | SEC ↗ |
| 47 | FMR LLC | 1,296 | $$16K | +989 | +322.1% | 3Q | SEC ↗ |
| 48 | Police & Firemen's Retirement System o | 1,258 | $$15K | — | +0.0% | 3Q | SEC ↗ |
| 49 | US BANCORP \DE NEW | 600 | $$7K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Legal & General Group Plc | 579 | $$7K | -78 | -11.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 552,262 | $$7M |
| Parkman Healthcare Partners LLC | 521,123 | $$6M |
| Schonfeld Strategic Advisors LLC | 283,180 | $$3M |
| KCM Capital Inc | 200,000 | $$2M |
| NORGES BANK | 65,000 | $$787K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 47,644 | $$577K |
| VANGUARD FIDUCIARY TRUST CO | 45,399 | $$550K |
| XTX Topco Ltd | 24,738 | $$300K |
| MERCER GLOBAL ADVISORS INC /ADV | 15,155 | $$184K |
| JANE STREET GROUP, LLC | 15,036 | $$182K |
| Quadrature Capital Ltd | 13,352 | $$162K |
| Centiva Capital, LP | 12,745 | $$154K |
| HRT FINANCIAL LP | 12,337 | $$149K |
| Vanguard Global Advisers, LLC | 3,577 | $$43K |
| US BANCORP \DE | 600 | $$7K |
| GAMMA Investing LLC | 135 | $$2K |
| Sunrise Financial Services, LLC | 26 | $$0K |
| Root Financial Partners, LLC | 15 | $$0K |
| MAI Capital Management | 4 | $$0K |
| Advisory Services Network, LLC | 3 | $$0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Avidity Partners Management LP | 321,912 | $$4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 175,000 | $$2M |
| CITADEL ADVISORS LLC | 110,000 | $$1M |
| Zimmer Partners, LP | 50,000 | $$606K |
| SECTORAL ASSET MANAGEMENT INC | 47,700 | $$578K |
| Monashee Investment Management LLC | 40,000 | $$484K |
| Nuveen, LLC | 30,710 | $$372K |
| Woodline Partners LP | 23,210 | $$281K |
| COHEN & STEERS, INC. | 20,000 | $$242K |
| Janney Montgomery Scott LLC | 15,800 | $$191K |
| D. E. Shaw & Co., Inc. | 10,037 | $$122K |
| STRS OHIO | 1,200 | $$15K |
| iA Global Asset Management Inc. | 1,000 | $$12K |
| AMALGAMATED BANK | 213 | $$3K |
| EverSource Wealth Advisors, LLC | 5 | $$0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | +1,314,286 | +115.2% | 2,454,904 |
| VANGUARD GROUP INC | +132,887 | +58.5% | 360,082 |
| MILLENNIUM MANAGEMENT LLC | +108,208 | +521.2% | 128,970 |
| STATE STREET CORP | +44,776 | +64.9% | 113,717 |
| GEODE CAPITAL MANAGEMENT, LLC | +31,140 | +19.2% | 193,173 |
| BlackRock, Inc. | +19,418 | +4.5% | 446,892 |
| MORGAN STANLEY | +3,804 | +39.9% | 13,329 |
| NORTHERN TRUST CORP | +3,776 | +7.4% | 54,476 |
| WELLS FARGO & COMPANY/MN | +2,989 | +61.7% | 7,834 |
| JPMORGAN CHASE & CO | +1,813 | +55.8% | 5,063 |
| FMR LLC | +989 | +322.1% | 1,296 |
| RHUMBLINE ADVISERS | +762 | +17.2% | 5,181 |
| Tower Research Capital LLC (TRC) | +637 | +61.7% | 1,669 |
| BNP PARIBAS FINANCIAL MARKETS | +417 | +19.4% | 2,567 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +108 | +3.3% | 3,348 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +43 | +10.3% | 460 |
| Essential Partners LLC | +3 | +300.0% | 4 |
| Bank of New York Mellon Corp | +1 | +0.0% | 13,105 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TD Waterhouse Canada Inc. | -155,405 | -88.6% | 20,000 |
| RENAISSANCE TECHNOLOGIES LLC | -13,900 | -57.2% | 10,400 |
| Board of Trustees of The Leland Sta | -12,514 | -50.0% | 12,516 |
| BARCLAYS PLC | -8,856 | -83.3% | 1,777 |
| BANK OF AMERICA CORP /DE | -5,553 | -26.3% | 15,583 |
| GOLDMAN SACHS GROUP INC | -4,562 | -16.8% | 22,638 |
| Boston Partners | -3,217 | -11.0% | 26,100 |
| KORNITZER CAPITAL MANAGEMENT INC /K | -1,803 | -3.3% | 53,432 |
| Russell Investments Group, Ltd. | -947 | -0.6% | 159,291 |
| ROYAL BANK OF CANADA | -454 | -44.2% | 572 |
| UBS Group AG | -383 | -3.6% | 10,303 |
| CWM, LLC | -108 | -64.7% | 59 |
| Legal & General Group Plc | -78 | -11.9% | 579 |
| Sterling Capital Management LLC | -49 | -27.4% | 130 |
| CITIGROUP INC | -33 | -15.0% | 187 |
| True Wealth Design, LLC | -2 | -50.0% | 2 |
| IFP Advisors, Inc | -1 | -50.0% | 1 |