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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 %
LA
501
LBP AM
France
$1.17M +$136K +2,463 +13%
MWM
502
Modera Wealth Management
New Jersey
$1.16M +$189K +3,430 +19%
SFI
503
Siemens Fonds Invest
Germany
$1.16M +$770K +13,954 +197%
LCM
504
Liberty Capital Management
Michigan
$1.16M – – –
CG
505
Colony Group
Massachusetts
$1.13M +$22K +398 +2%
CIA
506
Choate Investment Advisors
Massachusetts
$1.12M +$20.5K +372 +2%
PAS
507
Park Avenue Securities
New York
$1.12M +$105K +1,910 +10%
AC
508
Abbrea Capital
California
$1.1M – – –
KIA
509
Kraematon Investment Advisors
Massachusetts
$1.1M +$2.26K +41 +0.2%
KA
510
Kintegral Advisory
New York
$1.1M -$662 -12 -0.1%
NERM
511
New England Research & Management
Illinois
$1.08M -$608K -11,019 -36%
TMAM
512
Tokio Marine Asset Management
Japan
$1.08M +$153K +2,770 +16%
BMM
513
Buffington Mohr McNeal
Idaho
$1.08M +$41.1K +745 +4%
OIA
514
OneDigital Investment Advisors
Kansas
$1.07M -$6.9K -125 -0.6%
BFIM
515
Beese Fulmer Investment Management
Ohio
$1.06M -$4.03K -73 -0.4%
AIM
516
AHL Investment Management
Florida
$1.06M -$21.7K -394 -2%
BG
517
Bollard Group
Massachusetts
$1.06M +$55 +1 +0%
SPC
518
Sigma Planning Corp
Michigan
$1.06M -$22.4K -406 -2%
SBH
519
Segall Bryant & Hamill
Illinois
$1.06M -$3.2K -58 -0.3%
LD
520
Lipe & Dalton
New York
$1.06M +$5.58K +101 +0.5%
AMCA
521
Arthur M. Cohen & Associates
Illinois
$1.05M – – –
BIM
522
Bridges Investment Management
Nebraska
$1.04M – – –
RGC
523
Roberts, Glore & Co
Illinois
$1.04M -$42.7K -774 -4%
MNBTD
524
Moody National Bank Trust Division
Texas
$1.04M +$104K +1,877 +11%
PP
525
Patten & Patten
Tennessee
$1.03M -$11.6K -210 -1%
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