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Carrier Global

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
326
Vanguard Personalized Indexing Management
California
$2.56M +$89.7K +2,174 +4%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$2.56M +$151K +3,653 +6%
EI
328
Ethic Inc
New York
$2.52M -$235K -5,694 -9%
HIMCH
329
Hartford Investment Management Co (HIMCO)
Connecticut
$2.5M -$787K -19,075 -24%
MHS
330
M Holdings Securities
Oregon
$2.49M -$5.36K -130 -0.2%
DZ Bank
331
DZ Bank
Germany
$2.46M +$112K +2,707 +5%
Nordea Investment Management
332
Nordea Investment Management
Sweden
$2.44M -$586K -14,181 -19%
Wealthfront Advisers
333
Wealthfront Advisers
California
$2.43M -$2.08M -50,505 -46%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$2.43M +$110K +2,670 +5%
CK
335
Cohen Klingenstein
New York
$2.42M -$17.7K -430 -0.7%
DCM
336
Delta Capital Management
New Jersey
$2.41M
PCM
337
Poehling Capital Management
Wisconsin
$2.41M +$84.6K +2,050 +4%
BCI
338
Brinker Capital Investments
Pennsylvania
$2.37M -$192K -4,660 -8%
WB
339
WesBanco Bank
West Virginia
$2.36M +$123K +2,992 +6%
S
340
Seeyond
France
$2.35M -$37.3K -904 -2%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$2.34M +$86.7K +2,101 +4%
SIG
342
Sargent Investment Group
Maryland
$2.34M -$467K -11,331 -17%
JC
343
JB Capital
Connecticut
$2.34M +$36K +872 +2%
JPMIA
344
J.P. Marvel Investment Advisors
Massachusetts
$2.33M -$89.9K -2,180 -4%
SWP
345
Stratos Wealth Partners
Ohio
$2.33M +$72K +1,745 +3%
EWM
346
Evercore Wealth Management
New York
$2.32M -$48.3K -1,170 -2%
TCM
347
Teza Capital Management
Illinois
$2.31M +$2.31M +55,917 New
TW
348
Transform Wealth
Colorado
$2.3M +$1.77M +42,822 +330%
HIMC
349
Heritage Investors Management Corp
Maryland
$2.3M +$92.2K +2,235 +4%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$2.23M +$4.13K +100 +0.2%