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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.96B
2
CWG
2
C WorldWide Group
Denmark
$261M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
4
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
2
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
5
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
351
Cerity Partners
New York
$2.9M -$1.02M -18,488 -26%
WAM
352
Westport Asset Management
Connecticut
$2.89M – – –
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$2.86M +$16.6K +300 +0.6%
MCM
354
Marsico Capital Management
Colorado
$2.86M +$2.86M +51,855 New
QCM
355
QRG Capital Management
Illinois
$2.81M +$2.81M +50,829 New
SAM
356
Silvercrest Asset Management
New York
$2.77M -$7.4K -134 -0.3%
HIMC
357
Heritage Investors Management Corp
Maryland
$2.76M -$113K -2,042 -4%
PCM
358
Portolan Capital Management
Massachusetts
$2.74M +$2.74M +49,709 New
PI
359
PEAK6 Investments
Illinois
$2.74M +$2.74M +49,696 New
ACM
360
Advisors Capital Management
New Jersey
$2.74M +$2.74M +49,603 New
PWLP
361
Prio Wealth Limited Partnership
Massachusetts
$2.68M -$36.3K -658 -1%
WB
362
WesBanco Bank
West Virginia
$2.67M -$180K -3,262 -6%
SIG
363
Sargent Investment Group
Maryland
$2.64M -$146K -2,650 -5%
CAM
364
Cacti Asset Management
Georgia
$2.6M – – –
ATC
365
Argent Trust Co
Tennessee
$2.59M +$18.5K +336 +0.7%
EFS
366
Essex Financial Services
Connecticut
$2.56M +$384K +6,951 +18%
CWM
367
CIBC World Markets
New York
$2.55M -$2.85M -51,607 -53%
YIA
368
YHB Investment Advisors
Connecticut
$2.52M -$15.8K -286 -0.6%
MLIC
369
Mandatum Life Insurance Company
Finland
$2.51M +$9.38K +170 +0.4%
Fidelity International
370
Fidelity International
Bermuda
$2.5M -$2.02M -36,623 -45%
AI
371
Atria Investments
North Carolina
$2.48M +$114K +2,073 +5%
WTC
372
WhitTier Trust Company
Nevada
$2.47M -$23.8K -431 -1%
LSA
373
L & S Advisors
California
$2.41M +$2.41M +43,692 New
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$2.4M +$160K +2,900 +7%
BPA
375
Beacon Pointe Advisors
California
$2.4M +$915K +16,574 +62%
13 14
15
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