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

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$388K
3
PAM
PineStone Asset Management
Quebec, Canada
$55.5M
4
Invesco
Invesco
Georgia
$205M
5
CS
Credit Suisse
Switzerland
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
351
Laffer Tengler Investments
Tennessee
$2.47M +$2.44M +49,011 +7,315%
FIM
352
Freedom Investment Management
Connecticut
$2.47M -$392K -7,885 -14%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$2.44M -$73.3K -1,475 -3%
UCFA
354
United Capital Financial Advisors
Texas
$2.37M -$396K -7,967 -14%
CAM
355
Cacti Asset Management
Georgia
$2.32M – – –
ATC
356
Argent Trust Co
Tennessee
$2.31M -$23K -462 -1%
MCM
357
Manchester Capital Management
Vermont
$2.3M +$2.1M +42,223 +1,032%
YIA
358
YHB Investment Advisors
Connecticut
$2.29M +$26.1K +525 +1%
MLIC
359
Mandatum Life Insurance Company
Finland
$2.25M +$1.99M +40,000 +747%
SAM
360
Shell Asset Management
Netherlands
$2.25M +$700K +14,089 +45%
WTC
361
WhitTier Trust Company
Nevada
$2.24M -$9.54K -192 -0.4%
V
362
Veritable
Delaware
$2.24M +$31.6K +636 +1%
LDB
363
Lee, Danner & Bass
Tennessee
$2.24M -$8.15K -164 -0.4%
AI
364
Atria Investments
North Carolina
$2.13M -$76.4K -1,537 -3%
MCM
365
Monarch Capital Management
Indiana
$2.07M +$11.5K +230 +0.6%
CA
366
Cetera Advisors
Colorado
$2.06M -$141K -2,837 -6%
PA
367
Pinnacle Associates
New York
$2.05M +$1.08M +21,661 +111%
TCOV
368
Trust Company of Vermont
Vermont
$2.04M -$53.5K -1,077 -3%
SDIC
369
South Dakota Investment Council
South Dakota
$2.04M +$17.7K +357 +0.9%
NMERB
370
New Mexico Educational Retirement Board
New Mexico
$2.01M +$89.5K +1,800 +5%
AWM
371
AE Wealth Management
Kansas
$2M +$874K +17,577 +78%
API
372
Advisor Partners II
California
$1.97M +$1.09K +22 +0.1%
WJWM
373
Williams Jones Wealth Management
New York
$1.97M -$461K -9,270 -19%
IAS
374
IMA Advisory Services
Colorado
$1.96M +$53.5K +1,077 +3%
EFS
375
Essex Financial Services
Connecticut
$1.96M +$295K +5,934 +18%
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