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Carrier Global
CARR

Overview Fund Activity

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$237M
2
Victory Capital Management
Victory Capital Management
Texas
+$157M
3
Morgan Stanley
Morgan Stanley
New York
+$59.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
3
Amundi
Amundi
France
-$81.6M
4
Capital International Investors
Capital International Investors
California
-$77.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
501
Kintegral Advisory
New York
$868K +$868K +20,957 New
LCM
502
Liberty Capital Management
Michigan
$868K -$2.81K -68 -0.3%
AIM
503
AHL Investment Management
Florida
$865K -$26.8K -650 -3%
QPW
504
Quantum Private Wealth
Florida
$863K +$207K +5,027 +32%
FI
505
Fractal Investments
Connecticut
$862K – – –
BBVA
506
Banco Bilbao Vizcaya Argentaria
Spain
$861K -$49.1K -1,191 -5%
RGC
507
Roberts, Glore & Co
Illinois
$852K -$15.5K -375 -2%
GT
508
Greenleaf Trust
Michigan
$850K -$1.95M -47,331 -70%
HAIM
509
Hunter Associates Investment Management
Pennsylvania
$840K +$172K +4,150 +26%
LD
510
Lipe & Dalton
New York
$837K -$33.6K -814 -4%
AC
511
Abbrea Capital
California
$831K +$3.73K +90 +0.5%
VI
512
Vestcor Inc
New Brunswick, Canada
$824K -$1.69K -41 -0.2%
SPC
513
Sigma Planning Corp
Michigan
$823K -$64.1K -1,553 -7%
CCM
514
Chimera Capital Management
New York
$817K +$817K +19,802 New
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$806K +$34.7K +840 +4%
TBA
516
Tower Bridge Advisors
Pennsylvania
$806K +$6.19K +150 +0.8%
BG
517
Bollard Group
Massachusetts
$791K – – –
OIA
518
OneDigital Investment Advisors
Kansas
$787K +$13.8K +335 +2%
DIP
519
Davis Investment Partners
North Carolina
$786K +$786K +17,301 New
CG
520
Caprock Group
Idaho
$785K +$22.3K +538 +3%
AMCA
521
Arthur M. Cohen & Associates
Illinois
$784K – – –
BMM
522
Buffington Mohr McNeal
Idaho
$783K – – –
HSA
523
HBK Sorce Advisory
Pennsylvania
$783K +$431K +10,450 +123%
PP
524
Patten & Patten
Tennessee
$782K +$12.8K +310 +2%
BIM
525
Bridges Investment Management
Nebraska
$781K -$4.13K -100 -0.5%
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