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Carrier Global
CARR

Overview Fund Activity

1,230 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 401 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
19.69%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
120
Increased
401
Reduced
465
Closed
71
Calls
$103M
Puts
$74.2M
Net Calls
+$28.5M
Net Calls Change
+$8.28M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$800M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$305M
3
Fisher Asset Management
Fisher Asset Management
Washington
$526M
4
PAM
PineStone Asset Management
Quebec, Canada
$116M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.33B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.33B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$628M
3
Man Group
Man Group
United Kingdom
$39.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$72.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
351
WesBanco Bank
West Virginia
$2.65M +$27.3K +596 +1%
BFEC
352
Benjamin F. Edwards & Company
Missouri
$2.64M +$38.6K +843 +1%
FIM
353
Freedom Investment Management
Connecticut
$2.63M -$392K -8,561 -13%
JC
354
JB Capital
Connecticut
$2.6M +$3.11K +68 +0.1%
JPMIA
355
J.P. Marvel Investment Advisors
Massachusetts
$2.59M – – –
EWM
356
Evercore Wealth Management
New York
$2.59M +$11.5K +252 +0.4%
UCFA
357
United Capital Financial Advisors
Texas
$2.55M -$808K -17,653 -24%
SIG
358
Sargent Investment Group
Maryland
$2.51M -$74.9K -1,640 -3%
TVWM
359
Tower View Wealth Management
Wisconsin
$2.51M +$59K +1,290 +2%
American Century Companies
360
American Century Companies
Missouri
$2.51M +$179K +3,961 +8%
Rafferty Asset Management
361
Rafferty Asset Management
New York
$2.49M +$138K +3,006 +6%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$2.48M +$9.15K +200 +0.4%
SI
363
Stephens Inc
Arkansas
$2.44M +$42.1K +921 +2%
NB
364
Norinchukin Bank
Japan
$2.43M +$69.9K +1,528 +3%
HIMC
365
Heritage Investors Management Corp
Maryland
$2.42M -$130K -2,851 -5%
WAM
366
Westport Asset Management
Connecticut
$2.4M – – –
AWCI
367
Alpine Woods Capital Investors
New York
$2.4M – – –
PI
368
PineBridge Investments
New York
$2.35M +$1.05M +23,014 +81%
SAM
369
Silvercrest Asset Management
New York
$2.33M -$76.2K -1,666 -3%
LSV Asset Management
370
LSV Asset Management
Illinois
$2.32M – – –
PWLP
371
Prio Wealth Limited Partnership
Massachusetts
$2.32M -$94.9K -2,075 -4%
WJWM
372
Williams Jones Wealth Management
New York
$2.24M -$2.33K -51 -0.1%
ATC
373
Argent Trust Co
Tennessee
$2.15M +$40.7K +890 +2%
CAM
374
Cacti Asset Management
Georgia
$2.14M – – –
GAM
375
Gotham Asset Management
New York
$2.09M -$213K -4,651 -9%
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