CARL Institutional Ownership
Carlsmed, Inc.
1W: -5.5%
1M: -12.7%
3M: +16.1%
YTD: +22.7%
1Y: +7.1%
$14.27
+0.51 (+3.71%)
Weekly Expected Move ±5.3%
$13
$14
$14
$15
$16
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Institutional Ownership — CARL
89
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$59M
Total Invested
25
New Positions
32
Increased
25
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (98 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC NEW | 1,251,616 | $$18M | — | +0.0% | 1Q | SEC ↗ |
| 2 | JANUS HENDERSON GROUP PLC | 1,227,452 | $$18M | +86,834 | +7.6% | 3Q | SEC ↗ |
| 3 | Parkman Healthcare Partners LLC | 597,318 | $$9M | +76,195 | +14.6% | 2Q | SEC ↗ |
| 4 | BlackRock, Inc. | 532,593 | $$8M | +85,701 | +19.2% | 4Q | SEC ↗ |
| 5 | KCM Capital Inc | 440,000 | $$6M | +240,000 | +120.0% | 2Q | SEC ↗ |
| 6 | Pier Capital, LLC NEW | 373,677 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 7 | MILLENNIUM MANAGEMENT LLC NEW | 295,907 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Palumbo Wealth Management LLC NEW | 267,298 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 238,727 | $$3M | -37,404 | -13.5% | 2Q | SEC ↗ |
| 10 | Schonfeld Strategic Advisors LLC | 224,804 | $$3M | -58,376 | -20.6% | 2Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 204,655 | $$3M | +11,482 | +5.9% | 4Q | SEC ↗ |
| 12 | Russell Investments Group, Ltd. | 139,142 | $$2M | -20,149 | -12.6% | 4Q | SEC ↗ |
| 13 | STATE STREET CORP | 133,083 | $$2M | +19,366 | +17.0% | 4Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 101,726 | $$1M | +57,131 | +128.1% | 2Q | SEC ↗ |
| 15 | AQR CAPITAL MANAGEMENT LLC NEW | 92,159 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 73,389 | $$1M | +58,353 | +388.1% | 2Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 64,633 | $$922K | +10,157 | +18.6% | 4Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 63,126 | $$901K | +40,488 | +178.8% | 3Q | SEC ↗ |
| 19 | D. E. Shaw & Co., Inc. NEW | 60,439 | $$862K | — | +0.0% | 1Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 56,948 | $$813K | +9,304 | +19.5% | 2Q | SEC ↗ |
| 21 | KORNITZER CAPITAL MANAGEMENT INC /KS | 51,688 | $$738K | -1,744 | -3.3% | 4Q | SEC ↗ |
| 22 | VANGUARD FIDUCIARY TRUST CO | 49,928 | $$712K | +4,529 | +10.0% | 2Q | SEC ↗ |
| 23 | Curated Wealth Partners LLC NEW | 45,000 | $$642K | — | +0.0% | 1Q | SEC ↗ |
| 24 | BNP PARIBAS FINANCIAL MARKETS | 39,951 | $$570K | +37,384 | +1456.3% | 4Q | SEC ↗ |
| 25 | MORGAN STANLEY | 30,699 | $$438K | +19,273 | +168.7% | 4Q | SEC ↗ |
| 26 | BRIDGEWAY CAPITAL MANAGEMENT, LLC NEW | 25,000 | $$357K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Boston Partners | 22,375 | $$319K | -2,826 | -11.2% | 4Q | SEC ↗ |
| 28 | MARSHALL WACE, LLP NEW | 21,283 | $$304K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Jump Financial, LLC NEW | 19,414 | $$277K | — | +0.0% | 1Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP NEW | 18,008 | $$257K | — | +0.0% | 1Q | SEC ↗ |
| 31 | MERCER GLOBAL ADVISORS INC /ADV | 17,462 | $$249K | +2,369 | +15.7% | 3Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 17,452 | $$249K | +4,347 | +33.2% | 4Q | SEC ↗ |
| 33 | Sixth Street Partners Management Compa NEW | 17,276 | $$247K | — | +0.0% | 1Q | SEC ↗ |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 17,276 | $$247K | +501 | +3.0% | 4Q | SEC ↗ |
| 35 | UBS Group AG | 16,749 | $$239K | +6,446 | +62.6% | 4Q | SEC ↗ |
| 36 | ALPINE WOODS CAPITAL INVESTORS, LLC NEW | 15,542 | $$222K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Centiva Capital, LP | 14,891 | $$212K | +2,146 | +16.8% | 2Q | SEC ↗ |
| 38 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 14,040 | $$200K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC NEW | 13,025 | $$186K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Board of Trustees of The Leland Stanfo | 12,516 | $$179K | — | +0.0% | 4Q | SEC ↗ |
| 41 | Trexquant Investment LP NEW | 11,001 | $$157K | — | +0.0% | 1Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 10,396 | $$148K | -5,187 | -33.3% | 4Q | SEC ↗ |
| 43 | DEUTSCHE BANK AG | 10,180 | $$145K | +348 | +3.5% | 3Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 7,723 | $$110K | +4,390 | +131.7% | 4Q | SEC ↗ |
| 45 | RHUMBLINE ADVISERS | 5,788 | $$83K | +607 | +11.7% | 4Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 5,264 | $$75K | +201 | +4.0% | 4Q | SEC ↗ |
| 47 | CITIGROUP INC | 4,377 | $$62K | +3,968 | +970.2% | 4Q | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,893 | $$56K | +545 | +16.3% | 4Q | SEC ↗ |
| 49 | Vanguard Global Advisers, LLC | 3,577 | $$51K | — | +0.0% | 2Q | SEC ↗ |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 1,800 | $$26K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 1,251,616 | $$18M |
| Pier Capital, LLC | 373,677 | $$5M |
| MILLENNIUM MANAGEMENT LLC | 295,907 | $$4M |
| Palumbo Wealth Management LLC | 267,298 | $$4M |
| AQR CAPITAL MANAGEMENT LLC | 92,159 | $$1M |
| D. E. Shaw & Co., Inc. | 60,439 | $$862K |
| Curated Wealth Partners LLC | 45,000 | $$642K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25,000 | $$357K |
| MARSHALL WACE, LLP | 21,283 | $$304K |
| Jump Financial, LLC | 19,414 | $$277K |
| TWO SIGMA INVESTMENTS, LP | 18,008 | $$257K |
| Sixth Street Partners Management Co | 17,276 | $$247K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 15,542 | $$222K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 14,040 | $$200K |
| Janney Montgomery Scott LLC | 13,025 | $$186K |
| Trexquant Investment LP | 11,001 | $$157K |
| ARMSTRONG ADVISORY GROUP, INC | 1,234 | $$18K |
| Integrated Wealth Concepts LLC | 999 | $$14K |
| Arax Advisory Partners | 749 | $$11K |
| EverSource Wealth Advisors, LLC | 207 | $$3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ORBIMED ADVISORS LLC | 1,252,600 | $$18M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 175,000 | $$2M |
| Burkehill Global Management, LP | 50,000 | $$714K |
| Ghisallo Capital Management LLC | 50,000 | $$714K |
| SECTORAL ASSET MANAGEMENT INC | 47,700 | $$681K |
| WESBANCO BANK INC | 37,000 | $$528K |
| XTX Topco Ltd | 24,738 | $$353K |
| COHEN & STEERS, INC. | 20,000 | $$285K |
| TD Waterhouse Canada Inc. | 20,000 | $$285K |
| Quadrature Capital Ltd | 13,352 | $$191K |
| HRT FINANCIAL LP | 12,337 | $$176K |
| RENAISSANCE TECHNOLOGIES LLC | 10,400 | $$148K |
| STRS OHIO | 1,200 | $$17K |
| iA Global Asset Management Inc. | 1,000 | $$14K |
| AMALGAMATED BANK | 213 | $$3K |
| GAMMA Investing LLC | 135 | $$2K |
| Sunrise Financial Services, LLC | 26 | $$0K |
| Root Financial Partners, LLC | 15 | $$0K |
| MAI Capital Management | 4 | $$0K |
| Advisory Services Network, LLC | 3 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KCM Capital Inc | +240,000 | +120.0% | 440,000 |
| JANUS HENDERSON GROUP PLC | +86,834 | +7.6% | 1,227,452 |
| BlackRock, Inc. | +85,701 | +19.2% | 532,593 |
| Parkman Healthcare Partners LLC | +76,195 | +14.6% | 597,318 |
| JANE STREET GROUP, LLC | +58,353 | +388.1% | 73,389 |
| CITADEL ADVISORS LLC | +57,131 | +128.1% | 101,726 |
| GOLDMAN SACHS GROUP INC | +40,488 | +178.8% | 63,126 |
| BNP PARIBAS FINANCIAL MARKETS | +37,384 | +1456.3% | 39,951 |
| STATE STREET CORP | +19,366 | +17.0% | 133,083 |
| MORGAN STANLEY | +19,273 | +168.7% | 30,699 |
| GEODE CAPITAL MANAGEMENT, LLC | +11,482 | +5.9% | 204,655 |
| NORTHERN TRUST CORP | +10,157 | +18.6% | 64,633 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +9,304 | +19.5% | 56,948 |
| UBS Group AG | +6,446 | +62.6% | 16,749 |
| VANGUARD FIDUCIARY TRUST CO | +4,529 | +10.0% | 49,928 |
| WELLS FARGO & COMPANY/MN | +4,390 | +131.7% | 7,723 |
| Bank of New York Mellon Corp | +4,347 | +33.2% | 17,452 |
| CITIGROUP INC | +3,968 | +970.2% | 4,377 |
| MERCER GLOBAL ADVISORS INC /ADV | +2,369 | +15.7% | 17,462 |
| Centiva Capital, LP | +2,146 | +16.8% | 14,891 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Schonfeld Strategic Advisors LLC | -58,376 | -20.6% | 224,804 |
| VANGUARD CAPITAL MANAGEMENT LLC | -37,404 | -13.5% | 238,727 |
| Russell Investments Group, Ltd. | -20,149 | -12.6% | 139,142 |
| BANK OF AMERICA CORP /DE | -5,187 | -33.3% | 10,396 |
| Boston Partners | -2,826 | -11.2% | 22,375 |
| KORNITZER CAPITAL MANAGEMENT INC /K | -1,744 | -3.3% | 51,688 |
| Tower Research Capital LLC (TRC) | -464 | -27.8% | 1,205 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -346 | -75.2% | 114 |
| BARCLAYS PLC | -334 | -18.8% | 1,443 |
| FMR LLC | -141 | -10.9% | 1,155 |
| CWM, LLC | -108 | -64.7% | 59 |
| ROYAL BANK OF CANADA | -72 | -12.6% | 500 |
| Sterling Capital Management LLC | -25 | -19.2% | 105 |