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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 %
NB
426
Norinchukin Bank
Japan
$1.78M -$1.96M -35,460 -52%
BCM
427
Barden Capital Management
Texas
$1.77M +$200K +3,640 +13%
H
428
HoyleCohen
California
$1.76M +$1.76M +31,920 New
CCP
429
Cunning Capital Partners
North Carolina
$1.76M +$1.76M +31,795 New
AAM
430
Aureus Asset Management
Massachusetts
$1.75M – – –
PGIM
431
Pacific Global Investment Management
California
$1.72M -$36K -653 -2%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.72M +$64.9K +1,176 +4%
DFA
433
Delta Financial Advisors
Louisiana
$1.7M +$773 +14 +0%
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$1.69M +$536K +9,719 +46%
GT
435
Glenview Trust
Kentucky
$1.67M +$128K +2,325 +8%
BFG
436
Bleakley Financial Group
New Jersey
$1.63M +$86.2K +1,562 +6%
SS
437
Simplicity Solutions
Minnesota
$1.63M +$86.4K +1,565 +6%
CFGS
438
Concourse Financial Group Securities
Alabama
$1.63M -$403K -7,302 -20%
SG Americas Securities
439
SG Americas Securities
New York
$1.62M -$337K -6,113 -17%
FAIM
440
Financial Advocates Investment Management
Washington
$1.61M +$883 +16 +0.1%
EF
441
Empirical Finance
Pennsylvania
$1.6M +$164K +2,969 +11%
Assenagon Asset Management
442
Assenagon Asset Management
Luxembourg
$1.59M -$76K -1,377 -5%
EC
443
Estate Counselors
Wisconsin
$1.59M -$6.62K -120 -0.4%
FNBT
444
FineMark National Bank & Trust
Florida
$1.59M +$1.82K +33 +0.1%
MC
445
Moors & Cabot
Massachusetts
$1.55M -$107K -1,930 -6%
GIM
446
Goelzer Investment Management
Indiana
$1.53M -$14.8K -268 -1%
MCM
447
MAI Capital Management
Ohio
$1.51M +$3.26K +59 +0.2%
TC
448
TwinBeech Capital
New York
$1.5M +$1.5M +27,233 New
BC
449
Burney Company
Virginia
$1.5M -$76.2K -1,381 -5%
JFG
450
Jefferies Financial Group
New York
$1.49M -$31.4K -568 -2%
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