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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$34.6K +626 +2%
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$2.03M -$18.3K -331 -0.9%
MFG
403
Merit Financial Group
Georgia
$2.03M +$441K +7,998 +28%
UCFA
404
United Capital Financial Advisors
Texas
$2M -$635K -11,503 -24%
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$1.99M -$153K -2,765 -7%
ISL
406
Ingalls & Snyder LLC
New York
$1.98M -$1.9M -34,475 -49%
SC
407
Savant Capital
Illinois
$1.98M -$60.8K -1,101 -3%
AWS
408
Atria Wealth Solutions
New York
$1.98M -$47.2K -855 -2%
IMRF
409
Illinois Municipal Retirement Fund
Illinois
$1.96M – – –
PWM
410
Perigon Wealth Management
California
$1.96M -$27.2K -492 -1%
TIAA Trust, National Association
411
TIAA Trust, National Association
North Carolina
$1.95M +$1.95M +35,247 New
QCM
412
Quantinno Capital Management
New York
$1.94M +$1.39M +25,228 +253%
BSAM
413
Blue Square Asset Management
New York
$1.94M +$113K +2,045 +6%
MLICM
414
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M -$95.3K -1,726 -5%
WJWM
415
Williams Jones Wealth Management
New York
$1.9M -$285K -5,155 -13%
PI
416
PineBridge Investments
New York
$1.9M -$197K -3,560 -9%
BC
417
Bartlett & Co
Ohio
$1.89M -$69.7K -1,263 -4%
BCWM
418
Bartlett & Co Wealth Management
Ohio
$1.89M -$69.7K -1,263 -4%
SAM
419
Selway Asset Management
$1.87M +$17.7K +320 +1%
Two Sigma Investments
420
Two Sigma Investments
New York
$1.84M -$11.2M -203,600 -86%
DILIC
421
Dai-ichi Life Insurance Company
Japan
$1.83M -$2.54M -46,000 -58%
ST
422
Sabal Trust
Florida
$1.81M +$60.6K +1,097 +3%
CA
423
Cornerstone Advisors
North Carolina
$1.81M +$1.81M +32,800 New
HL
424
HeadInvest LLC
Maine
$1.81M +$16.4K +300 +0.9%
IMC Chicago
425
IMC Chicago
Illinois
$1.81M +$1.81M +32,724 New
15 16
17
18 19