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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 %
FI
501
Fractal Investments
Connecticut
$956K – – –
LCM
502
Liberty Capital Management
Michigan
$953K -$10K -219 -1%
CG
503
Caprock Group
Idaho
$946K +$78.7K +1,720 +9%
AIM
504
AHL Investment Management
Florida
$929K -$29.7K -650 -3%
KIA
505
Kraematon Investment Advisors
Massachusetts
$925K -$98.3K -2,148 -10%
PAM
506
Panagora Asset Management
Massachusetts
$922K -$677K -14,792 -42%
CIA
507
Choate Investment Advisors
Massachusetts
$915K -$179K -3,906 -16%
AC
508
Abbrea Capital
California
$915K -$2.52K -55 -0.3%
CCS
509
Concentric Capital Strategies
Connecticut
$915K +$915K +20,000 New
CG
510
Colony Group
Massachusetts
$914K -$291K -6,367 -24%
RGC
511
Roberts, Glore & Co
Illinois
$911K -$34.3K -750 -4%
KA
512
Kintegral Advisory
New York
$910K -$48.9K -1,068 -5%
VI
513
Vestcor Inc
New Brunswick, Canada
$909K -$4.21K -92 -0.5%
OIA
514
OneDigital Investment Advisors
Kansas
$908K +$35.2K +770 +4%
LD
515
Lipe & Dalton
New York
$907K -$22.2K -484 -2%
LFRG
516
Lazard Frères Gestion
France
$903K -$15.3K -400 -2%
PA
517
Pinnacle Associates
New York
$894K +$72.3K +1,581 +9%
BRWA
518
B. Riley Wealth Advisors
Florida
$891K -$305K -6,668 -25%
SPC
519
Sigma Planning Corp
Michigan
$883K -$30K -655 -3%
TBA
520
Tower Bridge Advisors
Pennsylvania
$877K -$16.2K -355 -2%
BG
521
Bollard Group
Massachusetts
$877K – – –
USAA
522
United Services Automobile Association
Texas
$875K -$558K -12,203 -39%
AMCA
523
Arthur M. Cohen & Associates
Illinois
$869K – – –
BIM
524
Bridges Investment Management
Nebraska
$867K – – –
PP
525
Patten & Patten
Tennessee
$866K -$686 -15 -0.1%
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