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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 %
Fayez Sarofim & Co
276
Fayez Sarofim & Co
Texas
$4.84M -$109K -1,980 -2%
AG
277
AIA Group
Hong Kong
$4.69M – – –
LTI
278
Laffer Tengler Investments
Tennessee
$4.68M +$1.94M +35,120 +71%
OCM
279
Olstein Capital Management
New York
$4.52M -$5.42M -98,192 -55%
FWCM
280
Ferguson Wellman Capital Management
Oregon
$4.51M -$290K -5,248 -6%
FCT
281
Family Capital Trust
Massachusetts
$4.47M -$126K -2,279 -3%
NL
282
NWAM LLC
Washington
$4.44M -$898K -16,275 -17%
WCA
283
Waratah Capital Advisors
Ontario, Canada
$4.42M -$5.36M -97,119 -55%
KAS
284
Kestra Advisory Services
Texas
$4.4M +$394K +7,146 +10%
IA
285
IFP Advisors
Florida
$4.34M +$607 +11 +0%
PAM
286
Pegasus Asset Management
New York
$4.32M +$23.6K +427 +0.5%
PFO
287
Pathstone Family Office
New Jersey
$4.3M +$2.59M +46,568 +152%
CGH
288
Crossmark Global Holdings
Texas
$4.28M +$1.31M +23,662 +44%
GIBU
289
Gulf International Bank (UK)
United Kingdom
$4.26M -$369K -6,683 -8%
GHAM
290
Gilman Hill Asset Management
Connecticut
$4.25M -$6.07K -110 -0.1%
PCM
291
Parsons Capital Management
Rhode Island
$4.2M +$14.4K +260 +0.3%
BCIM
292
British Columbia Investment Management
British Columbia, Canada
$4.19M +$36.3K +657 +0.9%
SFA
293
Souders Financial Advisors
Ohio
$4.19M -$459K -8,324 -10%
CS
294
Candriam SCA
Luxembourg
$4.17M -$38K -689 -0.9%
ClearBridge Investments
295
ClearBridge Investments
New York
$4.17M – – –
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$4.16M -$11.9K -215 -0.3%
TRSOTSOK
297
Teachers Retirement System of the State of Kentucky
Kentucky
$4.16M – – –
SF
298
Synovus Financial
Georgia
$4.15M -$572K -10,370 -12%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$4.05M +$8.23K +149 +0.2%
VPIM
300
Vanguard Personalized Indexing Management
California
$4.05M +$269K +4,866 +7%
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12
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