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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.96B
2
CWG
2
C WorldWide Group
Denmark
$261M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
4
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
2
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
5
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$5.78M +$512K +9,283 +10%
RCA
252
Riverview Capital Advisers
Massachusetts
$5.69M +$3.04K +55 +0.1%
RFC
253
Regions Financial Corp
Alabama
$5.6M -$241K -4,372 -4%
BG
254
Bahl & Gaynor
Ohio
$5.59M -$155K -2,816 -3%
LJHT
255
Laurie J. Hall Trustee
$5.56M +$1.38K +25 +0%
CA
256
CapWealth Advisors
Tennessee
$5.44M +$95.2K +1,725 +2%
CAM
257
Close Asset Management
United Kingdom
$5.39M +$9.22K +167 +0.2%
TCM
258
Telos Capital Management
California
$5.36M -$228K -4,126 -4%
WAS
259
Wesleyan Assurance Society
United Kingdom
$5.31M – – –
EW
260
Evoke Wealth
California
$5.28M +$2.37K +43 +0%
Lazard Asset Management
261
Lazard Asset Management
New York
$5.25M -$723K -13,101 -12%
EI
262
Ethic Inc
New York
$5.25M +$373K +6,762 +8%
NAM
263
Nissay Asset Management
Japan
$5.21M +$154K +2,796 +3%
GBWM
264
Granite Bay Wealth Management
New Hampshire
$5.21M +$5.21M +94,510 New
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$5.2M -$44K -798 -0.8%
TI
266
Tidal Investments
Wisconsin
$5.18M +$258K +4,676 +5%
HPC
267
HM Payson & Co
Maine
$5.15M -$61.8K -1,119 -1%
GAM
268
Gotham Asset Management
New York
$5.12M +$4.59M +83,240 +873%
NIC
269
Northwest Investment Counselors
Oregon
$5.04M -$1.27K -23 -0%
PAG
270
Private Advisor Group
New Jersey
$5.04M -$231K -4,179 -4%
DC
271
Davenport & Co
Virginia
$5.04M -$289K -5,242 -5%
FT
272
Fiduciary Trust
Massachusetts
$5.03M -$475K -8,606 -9%
Public Sector Pension Investment Board (PSP Investments)
273
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.95M +$551K +9,981 +13%
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
$4.91M +$558K +10,114 +13%
AF
275
Advisornet Financial
Minnesota
$4.86M +$129K +2,340 +3%
9 10
11
12 13