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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.88B
2
Capital World Investors
2
Capital World Investors
California
$4.01B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$4.13B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$219M
5
BlackRock
5
BlackRock
New York
$3.02B

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$388K
3
PAM
3
PineStone Asset Management
Quebec, Canada
$55.5M
4
Invesco
4
Invesco
Georgia
$205M
5
CS
5
Credit Suisse
Switzerland
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
326
Stratos Wealth Partners
Ohio
$3.04M +$130K +2,614 +4%
BFEC
327
Benjamin F. Edwards & Company
Missouri
$3M +$137K +2,761 +5%
LSV Asset Management
328
LSV Asset Management
Illinois
$3M +$477K +9,600 +19%
Rafferty Asset Management
329
Rafferty Asset Management
New York
$3M +$291K +5,857 +11%
AI
330
AdvisorShares Investments
Maryland
$2.96M +$728K +14,644 +33%
CW
331
Connectus Wealth
Ohio
$2.94M -$5.18K -104 -0.2%
CK
332
Cohen Klingenstein
New York
$2.91M – – –
JC
333
JB Capital
Connecticut
$2.91M +$91.7K +1,845 +3%
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$2.91M -$579K -11,647 -17%
DCM
335
Delta Capital Management
New Jersey
$2.86M -$23.9K -480 -0.8%
EWM
336
Evercore Wealth Management
New York
$2.86M +$43.1K +868 +2%
PCM
337
Poehling Capital Management
Wisconsin
$2.82M -$60.5K -1,218 -2%
Wealthfront Advisers
338
Wealthfront Advisers
California
$2.81M -$462K -9,293 -14%
JPMIA
339
J.P. Marvel Investment Advisors
Massachusetts
$2.8M -$17.6K -355 -0.6%
TVWM
340
Tower View Wealth Management
Wisconsin
$2.74M +$9.3K +187 +0.3%
American Century Companies
341
American Century Companies
Missouri
$2.68M -$76.4K -1,536 -3%
CFB
342
Cullen/Frost Bankers
Texas
$2.67M +$2.15M +43,236 +416%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$2.64M -$274K -5,502 -9%
WAM
344
Westport Asset Management
Connecticut
$2.6M – – –
HIMC
345
Heritage Investors Management Corp
Maryland
$2.59M -$35.4K -713 -1%
WB
346
WesBanco Bank
West Virginia
$2.57M -$308K -6,192 -11%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$2.57M -$129K -2,600 -5%
CAM
348
Cresset Asset Management
Illinois
$2.54M +$1.64M +32,893 +182%
SIG
349
Sargent Investment Group
Maryland
$2.51M -$229K -4,605 -8%
SAM
350
Silvercrest Asset Management
New York
$2.5M -$25.7K -516 -1%
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