CARR icon

Carrier Global
CARR

Overview Fund Activity

1,250 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 386 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
386
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.88B
2
Capital World Investors
2
Capital World Investors
California
$4.01B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$4.13B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$219M
5
BlackRock
5
BlackRock
New York
$3.02B

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$388K
3
PAM
3
PineStone Asset Management
Quebec, Canada
$55.5M
4
Invesco
4
Invesco
Georgia
$205M
5
CS
5
Credit Suisse
Switzerland
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$6.27M -$751K -15,110 -11%
AAF
227
Andra AP-fonden
Sweden
$6.27M -$4.99M -100,300 -44%
PI
228
PGGM Investments
Netherlands
$6.21M -$357K -7,191 -5%
VanEck Associates
229
VanEck Associates
New York
$6.2M +$871K +17,517 +16%
NAM
230
NorthCrest Asset Manangement
Minnesota
$6.09M -$21.4K -431 -0.4%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$6.06M -$60.9K -1,226 -1%
MOACM
232
Mutual of America Capital Management
New York
$5.98M +$34.8K +701 +0.6%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$5.9M +$327K +6,581 +6%
LC
234
Lincoln Capital
Nebraska
$5.75M +$1.92M +38,624 +50%
DADC
235
D.A. Davidson & Co
Montana
$5.68M +$55.9K +1,124 +1%
CC
236
Carlson Capital
Texas
$5.67M +$5.67M +114,100 New
SI
237
Stephens Inc
Arkansas
$5.61M +$2.96M +59,489 +111%
GGI
238
GPM Growth Investors
Michigan
$5.6M +$139K +2,797 +3%
CWM
239
Connecticut Wealth Management
Connecticut
$5.39M -$226K -4,545 -4%
Lazard Asset Management
240
Lazard Asset Management
New York
$5.38M -$7.88M -158,532 -59%
TCM
241
Tufton Capital Management
Maryland
$5.34M +$28.3K +569 +0.5%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$5.29M -$650K -13,085 -11%
RFC
243
Regions Financial Corp
Alabama
$5.26M +$473K +9,507 +10%
BG
244
Bahl & Gaynor
Ohio
$5.17M +$24.4K +490 +0.5%
BEAM
245
Baker Ellis Asset Management
Washington
$5.14M +$4.79M +96,331 +1,344%
RCA
246
Riverview Capital Advisers
Massachusetts
$5.12M – – –
EWM
247
Empirical Wealth Management
Washington
$5.1M +$5.1M +102,656 New
KWILP
248
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.04M – – –
TCM
249
Telos Capital Management
California
$5.03M +$32.8K +659 +0.7%
LJHT
250
Laurie J. Hall Trustee
$5.01M +$73.8K +1,485 +1%
8 9
10
11 12