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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 %
CFMC
476
Curbstone Financial Management Corp
New Hampshire
$1.08M +$9.15K +200 +0.9%
NRS
477
Neville Rodie & Shaw
New York
$1.08M -$50.1K -1,095 -4%
IA
478
IFP Advisors
Florida
$1.07M -$381K -31,730 -26%
CWM
479
C2C Wealth Management
Arizona
$1.07M +$1.07M +24,400 New
EF
480
Empirical Finance
Pennsylvania
$1.06M +$49.1K +1,073 +5%
MYLI
481
Meiji Yasuda Life Insurance
Japan
$1.06M +$27.9K +610 +3%
BHIA
482
Birch Hill Investment Advisors
Massachusetts
$1.05M -$77.1K -1,685 -7%
VHAM
483
Van Hulzen Asset Management
California
$1.05M – – –
SIC
484
Salem Investment Counselors
North Carolina
$1.05M +$365K +7,971 +53%
JIC
485
Johnson Investment Counsel
Ohio
$1.05M +$32.5K +710 +3%
AWM
486
AE Wealth Management
Kansas
$1.03M -$38.9K -850 -4%
TC
487
TownSquare Capital
Utah
$1.03M -$641 -14 -0.1%
LSAG
488
Lake Street Advisors Group
New Hampshire
$1.03M +$6.91K +151 +0.7%
HAIM
489
Hunter Associates Investment Management
Pennsylvania
$1.03M +$96.2K +2,100 +10%
IWC
490
Integrated Wealth Concepts
Massachusetts
$1.03M +$196K +4,281 +24%
GPA
491
Garrison Point Advisors
California
$1.02M – – –
BCV
492
Banque Cantonale Vaudoise
Switzerland
$1.02M – – –
SCM
493
Schnieders Capital Management
California
$1M – – –
GT
494
Greenleaf Trust
Michigan
$1,000K +$56.9K +1,244 +6%
HWM
495
HB Wealth Management
Georgia
$996K +$13.3K +291 +1%
SAM
496
Sawgrass Asset Management
Florida
$994K -$17.6K -385 -2%
Walleye Trading
497
Walleye Trading
New York
$991K +$991K +21,658 New
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$989K +$94.9K +2,075 +11%
QI
499
Qtron Investments
Massachusetts
$966K +$510K +11,141 +112%
QPW
500
Quantum Private Wealth
Florida
$958K – – –
18 19
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