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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 %
PWM
451
Perigon Wealth Management
California
$1.25M +$10.4K +227 +0.8%
FNBT
452
FineMark National Bank & Trust
Florida
$1.25M +$9.33K +204 +0.8%
CTC
453
Central Trust Company
Missouri
$1.24M -$8.92K -195 -0.7%
VIM
454
Vinva Investment Management
Australia
$1.23M +$1.23M +27,344 New
SS
455
Simplicity Solutions
Minnesota
$1.23M +$800K +17,478 +185%
SGI
456
Summit Global Investments
Utah
$1.23M +$1.23M +26,905 New
BFG
457
Bleakley Financial Group
New Jersey
$1.23M +$195K +4,273 +19%
TRCT
458
Tower Research Capital (TRC)
New York
$1.22M +$641K +14,000 +112%
WC
459
Woodstock Corp
Massachusetts
$1.21M -$266K -5,822 -18%
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$549 +12 +0%
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
$1.19M +$100K +2,193 +9%
NSEDCP
462
NJ State Employees Deferred Compensation Plan
New Jersey
$1.19M – – –
SAI
463
Systematic Alpha Investments
New Jersey
$1.18M – – –
SBH
464
Segall Bryant & Hamill
Illinois
$1.18M -$11.8K -258 -1%
EAM
465
Erste Asset Management
Austria
$1.17M +$508K +11,200 +77%
BBVA
466
Banco Bilbao Vizcaya Argentaria
Spain
$1.16M +$209K +4,577 +22%
PWP
467
Principle Wealth Partners
Connecticut
$1.15M +$18K +393 +2%
AI
468
AXS Investments
New York
$1.15M -$21.7K -474 -2%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$1.14M +$64.5K +1,410 +6%
First Manhattan
470
First Manhattan
New York
$1.13M +$27.2K +595 +2%
VIA
471
Vident Investment Advisory
Georgia
$1.13M -$426K -9,318 -27%
IMOV
472
Investment Management of Virginia
Virginia
$1.12M +$8.69K +190 +0.8%
BEI
473
Benjamin Edwards Inc
Missouri
$1.11M +$20.5K +447 +2%
HWM
474
Hohimer Wealth Management
Washington
$1.09M +$77.3K +1,689 +8%
HFM
475
Hartford Financial Management
Connecticut
$1.08M -$16.1K -352 -1%
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