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Carrier Global
CARR

Overview Fund Activity

1,251 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, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
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
387
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 %
LJHT
251
Laurie J. Hall Trustee
$5.01M +$73.8K +1,485 +1%
FT
252
Fiduciary Trust
Massachusetts
$4.96M -$663K -13,344 -12%
CNB
253
Czech National Bank
Czech Republic
$4.91M +$27.6K +556 +0.6%
PAG
254
Private Advisor Group
New Jersey
$4.91M -$1.73M -33,659 -26%
Allianz Asset Management
255
Allianz Asset Management
Germany
$4.9M -$2.59M -52,017 -35%
CWM
256
CIBC World Markets
New York
$4.86M +$2.77M +55,655 +132%
CAM
257
Close Asset Management
United Kingdom
$4.85M -$38K -765 -0.8%
CA
258
CapWealth Advisors
Tennessee
$4.81M +$19.8K +398 +0.4%
NL
259
NWAM LLC
Washington
$4.81M +$2.84M +57,126 +144%
DC
260
Davenport & Co
Virginia
$4.8M -$244K -4,903 -5%
WAS
261
Wesleyan Assurance Society
United Kingdom
$4.78M – – –
EW
262
Evoke Wealth
California
$4.77M -$517K -10,370 -10%
AssetMark Inc
263
AssetMark Inc
California
$4.74M +$3.3M +66,465 +230%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$4.72M +$176K +3,539 +4%
GI
265
GAMCO Investors
Connecticut
$4.7M -$137K -2,759 -3%
HPC
266
HM Payson & Co
Maine
$4.69M -$184K -3,707 -4%
NAM
267
Nissay Asset Management
Japan
$4.55M +$68K +1,367 +2%
NIC
268
Northwest Investment Counselors
Oregon
$4.54M +$21.9K +441 +0.5%
Fayez Sarofim & Co
269
Fayez Sarofim & Co
Texas
$4.45M -$1.41M -28,312 -24%
TI
270
Tidal Investments
Wisconsin
$4.44M -$877K -17,650 -17%
EI
271
Ethic Inc
New York
$4.39M +$259K +5,217 +6%
FWCM
272
Ferguson Wellman Capital Management
Oregon
$4.32M -$447K -8,988 -9%
AF
273
Advisornet Financial
Minnesota
$4.26M +$243K +4,887 +6%
SF
274
Synovus Financial
Georgia
$4.25M -$204K -4,110 -5%
AG
275
AIA Group
Hong Kong
$4.22M +$2.33M +46,880 +123%
9 10
11
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