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Carrier Global
CARR

Overview Fund Activity

1,230 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 401 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
19.69%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
120
Increased
401
Reduced
465
Closed
71
Calls
$103M
Puts
$74.2M
Net Calls
+$28.5M
Net Calls Change
+$8.28M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$701M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$299M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$288M
4
PAM
PineStone Asset Management
Quebec, Canada
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$71M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$376M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$126M
3
Man Group
Man Group
United Kingdom
-$93.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$85.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
Cullinan Associates
Kentucky
$1.45M – – –
EF
427
Empowered Funds
Pennsylvania
$1.43M +$354K +7,743 +33%
SAM
428
Shell Asset Management
Netherlands
$1.43M +$10.7K +234 +0.8%
NA
429
NewEdge Advisors
Louisiana
$1.42M +$433K +9,691 +44%
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$1.4M +$682K +14,905 +95%
GT
431
Glenview Trust
Kentucky
$1.4M -$185K -4,037 -12%
BC
432
Burney Company
Virginia
$1.4M -$40.1K -876 -3%
QP
433
Quilter Plc
United Kingdom
$1.4M +$1.4M +1,405 New
MCM
434
MAI Capital Management
Ohio
$1.36M +$156K +3,407 +13%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M -$21.9K -478 -2%
MC
436
Moors & Cabot
Massachusetts
$1.35M -$370K -8,091 -22%
DFA
437
Delta Financial Advisors
Louisiana
$1.34M +$183 +4 +0%
FAIM
438
Financial Advocates Investment Management
Washington
$1.33M -$19.9K -434 -1%
YIH
439
Y-Intercept (HK)
Hong Kong
$1.33M +$271K +5,933 +26%
EC
440
Estate Counselors
Wisconsin
$1.33M +$1.33M +28,990 New
AssetMark Inc
441
AssetMark Inc
California
$1.32M +$77.5K +1,694 +6%
SW
442
SVB Wealth
Massachusetts
$1.32M -$403K -8,805 -23%
RBC
443
Romano Brothers & Co
Illinois
$1.31M -$50.8K -1,119 -4%
SAM
444
Selway Asset Management
$1.31M +$9.15K +200 +0.7%
KIA
445
KCM Investment Advisors
California
$1.31M -$56K -1,223 -4%
PGIM
446
Pacific Global Investment Management
California
$1.3M -$258K -5,639 -17%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$1.3M -$79.2K -1,732 -6%
BC
448
Bartlett & Co
Ohio
$1.3M -$79.2K -1,732 -6%
MFG
449
Merit Financial Group
Georgia
$1.29M +$25.3K +553 +2%
GIM
450
Goelzer Investment Management
Indiana
$1.28M +$12.3K +268 +1%
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