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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 %
LFRG
476
Lazard Frères Gestion
France
$1.3M – – –
GT
477
Greenleaf Trust
Michigan
$1.29M +$106K +1,920 +9%
CFMC
478
Curbstone Financial Management Corp
New Hampshire
$1.28M – – –
MYLI
479
Meiji Yasuda Life Insurance
Japan
$1.27M – – –
NRS
480
Neville Rodie & Shaw
New York
$1.27M -$24.8K -450 -2%
VHAM
481
Van Hulzen Asset Management
California
$1.27M – – –
OAM
482
Ostrum Asset Management
France
$1.27M +$795K +14,405 +167%
HWM
483
Hohimer Wealth Management
Washington
$1.27M – – –
BHIA
484
Birch Hill Investment Advisors
Massachusetts
$1.26M +$5.8K +105 +0.5%
IWC
485
Integrated Wealth Concepts
Massachusetts
$1.26M -$883 -16 -0.1%
Squarepoint
486
Squarepoint
New York
$1.26M -$540K -9,780 -30%
Envestnet Portfolio Solutions
487
Envestnet Portfolio Solutions
Illinois
$1.25M +$1.25M +22,676 New
HAIM
488
Hunter Associates Investment Management
Pennsylvania
$1.24M +$24.1K +436 +2%
CG
489
Caprock Group
Idaho
$1.24M +$119K +2,152 +11%
SIC
490
Salem Investment Counselors
North Carolina
$1.23M -$9.94K -180 -0.8%
SAM
491
Sawgrass Asset Management
Florida
$1.21M +$11.9K +216 +1%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$1.21M -$16.3K -295 -1%
SCM
493
Schnieders Capital Management
California
$1.21M – – –
FIM
494
Freedom Investment Management
Connecticut
$1.2M -$1.53M -27,773 -56%
TC
495
TownSquare Capital
Utah
$1.2M -$198K -3,590 -14%
AI
496
AXS Investments
New York
$1.2M -$363K -6,578 -23%
GPA
497
Garrison Point Advisors
California
$1.19M -$38.6K -700 -3%
QPW
498
Quantum Private Wealth
Florida
$1.19M +$27.6K +500 +2%
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$1.19M +$8.11K +147 +0.7%
LAM
500
Lakewood Asset Management
Illinois
$1.19M -$74.4K -1,347 -6%
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