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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Clearstead Advisors
Ohio
$978K +$134K +2,701 +16%
RGC
502
Roberts, Glore & Co
Illinois
$977K -$12.7K -255 -1%
OIA
503
OneDigital Investment Advisors
Kansas
$973K -$13.8K -277 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
504
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$969K +$969K +19,485 +649,500%
SW
505
SVB Wealth
Massachusetts
$967K -$466K -9,368 -33%
BFIM
506
Beese Fulmer Investment Management
Ohio
$963K +$308K +6,204 +47%
SBH
507
Segall Bryant & Hamill
Illinois
$960K -$322K -6,470 -25%
BG
508
Bollard Group
Massachusetts
$958K +$5.02K +101 +0.5%
USAA
509
United Services Automobile Association
Texas
$950K – – –
LD
510
Lipe & Dalton
New York
$948K -$36.8K -740 -4%
BPC
511
Banque Pictet & Cie
Switzerland
$947K +$947K +19,057 New
DIP
512
Davis Investment Partners
North Carolina
$946K – – –
AMCA
513
Arthur M. Cohen & Associates
Illinois
$944K – – –
PP
514
Patten & Patten
Tennessee
$941K – – –
BIM
515
Bridges Investment Management
Nebraska
$939K -$2.39K -48 -0.3%
BMM
516
Buffington Mohr McNeal
Idaho
$937K – – –
LA
517
LBP AM
France
$933K -$6.18M -124,400 -87%
Citadel Advisors
518
Citadel Advisors
Florida
$929K +$729K +14,666 +364%
ECM
519
Everence Capital Management
Indiana
$929K – – –
FMWA
520
Forvis Mazars Wealth Advisors
Missouri
$927K +$278K +5,593 +43%
FHB
521
First Hawaiian Bank
Hawaii
$926K -$646 -13 -0.1%
QI
522
Qtron Investments
Massachusetts
$921K -$128K -2,581 -12%
CANY
523
Caxton Associates (New York)
New York
$917K +$917K +18,457 New
PAS
524
Park Avenue Securities
New York
$913K +$156K +3,135 +21%
SLWA
525
San Luis Wealth Advisors
California
$898K +$898K +18,063 New
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