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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 %
JIC
451
Johnson Investment Counsel
Ohio
$1.49M +$86.8K +1,573 +6%
PWP
452
Principle Wealth Partners
Connecticut
$1.48M +$98.6K +1,786 +7%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$1.47M +$25.8K +468 +2%
BBVA
454
Banco Bilbao Vizcaya Argentaria
Spain
$1.46M +$26.1K +473 +2%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M +$5.74K +104 +0.4%
KIA
456
KCM Investment Advisors
California
$1.45M -$5.24K -95 -0.4%
CTC
457
Central Trust Company
Missouri
$1.45M +$110 +2 +0%
BCI
458
Brinker Capital Investments
Pennsylvania
$1.44M +$152K +2,749 +12%
OPS
459
Orion Portfolio Solutions
Nebraska
$1.44M +$152K +2,749 +12%
EAM
460
Erste Asset Management
Austria
$1.44M – – –
NSEDCP
461
NJ State Employees Deferred Compensation Plan
New Jersey
$1.44M – – –
RBC
462
Romano Brothers & Co
Illinois
$1.43M -$79.8K -1,445 -5%
SAI
463
Systematic Alpha Investments
New Jersey
$1.42M – – –
QP
464
Quilter Plc
United Kingdom
$1.4M – – –
WC
465
Woodstock Corp
Massachusetts
$1.4M -$59K -1,069 -4%
GC
466
Guggenheim Capital
Illinois
$1.39M -$511K -9,262 -27%
BEI
467
Benjamin Edwards Inc
Missouri
$1.39M -$22.6K -409 -2%
First Manhattan
468
First Manhattan
New York
$1.38M +$3.04K +55 +0.2%
PAM
469
Panagora Asset Management
Massachusetts
$1.38M +$267K +4,844 +24%
BPC
470
Banque Pictet & Cie
Switzerland
$1.37M +$320K +5,793 +30%
USAA
471
United Services Automobile Association
Texas
$1.35M +$298K +5,394 +28%
CWM
472
C2C Wealth Management
Arizona
$1.33M – – –
HWM
473
HB Wealth Management
Georgia
$1.32M +$124K +2,241 +10%
LSAG
474
Lake Street Advisors Group
New Hampshire
$1.31M +$50.8K +921 +4%
HFM
475
Hartford Financial Management
Connecticut
$1.3M -$7.45K -135 -0.6%
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