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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 %
API
376
Advisor Partners II
California
$2.39M +$207K +3,753 +9%
LDB
377
Lee, Danner & Bass
Tennessee
$2.39M -$95.8K -1,736 -4%
GH
378
GAM Holding
Switzerland
$2.36M -$1.76M -31,941 -43%
MCM
379
Monarch Capital Management
Indiana
$2.29M -$2.76K -50 -0.1%
SAM
380
Shell Asset Management
Netherlands
$2.28M -$217K -3,939 -9%
PA
381
Pinnacle Associates
New York
$2.26M -$18.4K -333 -0.8%
CA
382
Clearstead Advisors
Ohio
$2.25M +$1.17M +21,170 +108%
TCOV
383
Trust Company of Vermont
Vermont
$2.24M -$27.8K -503 -1%
BRWA
384
B. Riley Wealth Advisors
Florida
$2.23M +$1.4M +25,375 +169%
EF
385
Empowered Funds
Pennsylvania
$2.19M +$107K +1,937 +5%
CA
386
Cetera Advisors
Colorado
$2.18M -$106K -1,916 -5%
PCM
387
Poehling Capital Management
Wisconsin
$2.17M -$965K -17,488 -31%
PP
388
Prudential plc
United Kingdom
$2.16M -$1.77M -32,056 -45%
SDIC
389
South Dakota Investment Council
South Dakota
$2.14M -$121K -2,200 -5%
Bessemer Group
390
Bessemer Group
New Jersey
$2.14M +$60.5K +1,097 +3%
IAS
391
IMA Advisory Services
Colorado
$2.13M -$50.6K -917 -2%
MGP
392
Metis Global Partners
California
$2.12M +$330K +5,974 +18%
NA
393
NewEdge Advisors
Louisiana
$2.11M +$233K +4,226 +12%
AWM
394
AE Wealth Management
Kansas
$2.1M -$123K -2,233 -6%
BCM
395
Brasada Capital Management
Texas
$2.07M +$2.07M +37,700 New
EOJOAM
396
E. Ohman J:or Asset Management
Sweden
$2.07M -$93.8K -1,700 -4%
IC
397
IEQ Capital
California
$2.06M +$68.8K +1,246 +3%
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$2.06M +$289K +5,242 +16%
RJT
399
Raymond James Trust
Florida
$2.06M +$132K +2,387 +7%
WT
400
Whittier Trust
California
$2.04M +$10.2K +185 +0.5%
14 15
16
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