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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 %
FC
526
FORA Capital
Florida
$780K +$780K +18,898 New
SFFS
527
Stonehage Fleming Financial Services
Jersey
$778K -$43.8K -1,047 -5%
TWD
528
True Wealth Design
Ohio
$777K +$777K +18,833 New
BF
529
BOK Financial
Oklahoma
$777K +$5.73K +139 +0.7%
CHC
530
City Holding Co
West Virginia
$773K -$45.5K -1,102 -6%
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$768K -$25K -607 -3%
WDA
532
Wendell David Associates
New Hampshire
$766K -$6.19K -150 -0.8%
NAS
533
Nicolet Advisory Services
Wisconsin
$757K +$4.25K +94 +0.6%
IWC
534
Integrated Wealth Concepts
Massachusetts
$749K +$85.5K +2,072 +13%
ECM
535
EagleClaw Capital Management
Massachusetts
$743K – – –
SC
536
Scotia Capital
Ontario, Canada
$741K -$2.64K -64 -0.4%
PA
537
Pinnacle Associates
New York
$741K -$53.1K -1,287 -7%
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$728K +$308K +7,459 +73%
BWAM
539
Boyd Watterson Asset Management
Ohio
$714K -$25.8K -625 -3%
WS
540
Wedbush Securities
California
$714K +$2.15K +52 +0.3%
SNBOSD
541
Security National Bank of So Dak
Iowa
$712K +$133K +3,214 +23%
HFBOT
542
Home Federal Bank of Tennessee
Tennessee
$704K +$12.4K +300 +2%
MHIC
543
Marble Harbor Investment Counsel
Massachusetts
$697K – – –
NA
544
NewEdge Advisors
Louisiana
$695K +$268K +8,503 +63%
PA
545
Parallel Advisors
California
$692K -$19.7K -478 -3%
MNBTD
546
Moody National Bank Trust Division
Texas
$692K -$136K -3,303 -16%
UB
547
UMB Bank
Missouri
$676K -$15.8K -382 -2%
ETC
548
Exchange Traded Concepts
Oklahoma
$672K +$203K +4,923 +43%
JAFL
549
Jay A. Fishman Ltd
Michigan
$671K -$24.8K -600 -4%
CA
550
Clearstead Advisors
Ohio
$671K +$12.7K +307 +2%
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