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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 %
MIC
301
MU Investments Company
Japan
$4.02M -$33.6K -600 -0.8%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$3.96M +$350K +6,347 +10%
MYAM
303
Meiji Yasuda Asset Management
Japan
$3.91M +$331K +5,998 +9%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$3.9M +$302K +5,477 +8%
SCA
305
Snowden Capital Advisors
New York
$3.9M -$277K -5,012 -7%
William Blair & Company
306
William Blair & Company
Illinois
$3.89M +$97.2K +1,761 +3%
EMPI
307
Elo Mutual Pension Insurance
Finland
$3.86M +$64.2K +1,163 +2%
KRS
308
Kentucky Retirement Systems
Kentucky
$3.85M +$146K +2,636 +4%
PG
309
Patten Group
Tennessee
$3.76M -$4.58K -83 -0.1%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$3.74M +$41.7K +755 +1%
CAN
311
Cetera Advisor Networks
California
$3.73M -$90.6K -1,641 -2%
AWCI
312
Alpine Woods Capital Investors
New York
$3.68M -$13.9K -251 -0.4%
Rafferty Asset Management
313
Rafferty Asset Management
New York
$3.68M +$348K +6,312 +10%
SWP
314
Stratos Wealth Partners
Ohio
$3.66M +$283K +5,119 +8%
LOAMS
315
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.65M -$82.4K -1,492 -2%
RBA
316
Richard Bernstein Advisors
New York
$3.64M +$3.64M +65,977 New
WI
317
WBI Investments
New Jersey
$3.62M +$3.62M +65,611 New
CWM
318
Circle Wealth Management
New Jersey
$3.62M +$3.62M +65,594 New
Robeco Institutional Asset Management
319
Robeco Institutional Asset Management
Netherlands
$3.57M -$172K -3,122 -5%
Teacher Retirement System of Texas
320
Teacher Retirement System of Texas
Texas
$3.57M +$85.6K +1,551 +2%
BBHC
321
Brown Brothers Harriman & Co
New York
$3.54M +$15.1K +273 +0.4%
CCM
322
Cohen Capital Management
California
$3.52M – – –
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$3.51M – – –
WG
324
Welch Group
Alabama
$3.51M +$3.51M +63,525 New
CNBT
325
Canandaigua National Bank & Trust
New York
$3.49M -$14K -253 -0.4%
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