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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 %
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$1.95M +$149K +3,000 +8%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$1.93M +$29.2K +588 +2%
PI
378
PineBridge Investments
New York
$1.89M -$670K -13,481 -26%
Bessemer Group
379
Bessemer Group
New Jersey
$1.87M +$35K +705 +2%
EF
380
Empowered Funds
Pennsylvania
$1.87M +$321K +6,449 +21%
EST
381
EA Series Trust
Pennsylvania
$1.87M +$1.87M +37,673 New
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$1.84M -$13.4K -270 -0.7%
CFGS
383
Concourse Financial Group Securities
Alabama
$1.84M +$224K +4,496 +14%
SC
384
Savant Capital
Illinois
$1.84M +$24.8K +499 +1%
WT
385
Whittier Trust
California
$1.83M -$32K -644 -2%
HL
386
HeadInvest LLC
Maine
$1.83M -$76.2K -1,372 -4%
AWS
387
Atria Wealth Solutions
New York
$1.82M +$246K +4,950 +16%
MLICM
388
Metropolitan Life Insurance Company (MetLife)
New York
$1.81M -$46.2K -930 -2%
AAS
389
Avantax Advisory Services
Texas
$1.81M +$150K +3,016 +9%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$22.6K +455 +1%
IC
391
IEQ Capital
California
$1.8M -$14.3K -287 -0.8%
PWM
392
Perigon Wealth Management
California
$1.79M +$429K +8,626 +32%
BC
393
Bartlett & Co
Ohio
$1.78M +$361K +7,231 +26%
BCWM
394
Bartlett & Co Wealth Management
Ohio
$1.77M +$361K +7,231 +26%
IMRF
395
Illinois Municipal Retirement Fund
Illinois
$1.77M – – –
ZIG
396
Zurich Insurance Group
Switzerland
$1.76M – – –
SG Americas Securities
397
SG Americas Securities
New York
$1.76M -$2.34M -47,099 -57%
TF
398
TIAA FSB
Florida
$1.74M +$88.7K +1,785 +5%
RJT
399
Raymond James Trust
Florida
$1.73M -$1.59M -31,964 -48%
Impax Asset Management Group
400
Impax Asset Management Group
United Kingdom
$1.72M – – –
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