We are live on ! Find out more
CARR icon

Carrier Global

1,153 hedge funds and large institutions have $25.6B invested in Carrier Global in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 374 increasing their positions, 470 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $67.1M | Put options by funds: $44.9M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.35% more ownership

Funds ownership: 85.4%85.75% (+0.35%)

1% less capital invested

Capital invested by funds: $25.8B → $25.6B (-$206M)

1% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 78

2% less funds holding

Funds holding: 1,1721,153 (-19)

20% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 470

Holders
1,153
Holders Change
-19
Holders Change %
-1.62%
% of All Funds
19.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
77
Increased
374
Reduced
470
Closed
78
Calls
$67.1M
Puts
$44.9M
Net Calls
+$22.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$2.27M +$1.1K +28 +0%
EMPI
327
Elo Mutual Pension Insurance
Finland
$2.27M -$147K -3,727 -6%
NB
328
Norinchukin Bank
Japan
$2.26M +$261K +6,640 +12%
Fidelity International
329
Fidelity International
Bermuda
$2.22M +$2.46M +62,556 New
ANTB
330
AMG National Trust Bank
Colorado
$2.21M +$189K +4,811 +8%
BCI
331
Brinker Capital Investments
Pennsylvania
$2.21M -$24K -610 -1%
PRC
332
Pearl River Capital
Michigan
$2.19M +$2.42M +61,470 New
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$2.17M +$40.1K +1,019 +2%
MHS
334
M Holdings Securities
Oregon
$2.15M +$589K +14,961 +33%
VPIM
335
Vanguard Personalized Indexing Management
California
$2.13M +$408K +10,372 +21%
CK
336
Cohen Klingenstein
New York
$2.1M
EGM
337
Engineers Gate Manager
New York
$2.1M +$1.62M +41,058 +230%
JPMIA
338
J.P. Marvel Investment Advisors
Massachusetts
$2.09M -$7.36K -187 -0.3%
SI
339
Stephens Inc
Arkansas
$2.08M +$28.6K +726 +1%
DCM
340
Delta Capital Management
New Jersey
$2.08M
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$2.07M +$78K +1,980 +4%
S
342
Seeyond
France
$2.06M +$2.19M +55,576 +2,370%
MYAM
343
Meiji Yasuda Asset Management
Japan
$2.06M -$562K -14,261 -20%
Macquarie Group
344
Macquarie Group
Australia
$2.05M +$646K +16,405 +40%
EWM
345
Evercore Wealth Management
New York
$2.04M +$17.2K +436 +0.8%
DZ Bank
346
DZ Bank
Germany
$2.03M -$204K -5,170 -8%
William Blair & Company
347
William Blair & Company
Illinois
$2.03M +$168K +4,269 +8%
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
$2.01M -$6.36M -161,451 -74%
PCM
349
Poehling Capital Management
Wisconsin
$2M +$901K +22,881 +69%
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$2M +$54.7K +1,388 +3%

CARR Hedge Fund Activity: Q3 2022 in Review

1,153 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2022, worth a combined $25.6B — down 0.8% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CARR and 77 opened new positions — a net loss of 1 holder — while 470 trimmed existing stakes and 374 added.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Two Sigma Investments, cutting an estimated $131M.

  • 1,153 institutional investors held Carrier Global (CARR) as of Q3 2022, down from 1,172 in Q2 2022.
  • Funds reported $25.6B of Carrier Global stock for Q3 2022, down 0.8% quarter-over-quarter.
  • 77 funds opened new Carrier Global positions in Q3 2022 and 78 closed out, a net change of -1 holder.
  • The largest Carrier Global buyer in Q3 2022 was Capital Research Global Investors, an estimated $168M added.
  • The largest Carrier Global seller in Q3 2022 was Two Sigma Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2022.