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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 %
WDA
526
Wendell David Associates
New Hampshire
$891K -$4.97K -100 -0.6%
TWD
527
True Wealth Design
Ohio
$888K -$20.8K -418 -2%
CL
528
Choreo LLC
Illinois
$883K -$21.1K -424 -2%
MIS
529
Morningstar Investment Services
Illinois
$881K +$67.7K +1,368 +8%
MWM
530
Modera Wealth Management
New Jersey
$878K +$878K +17,669 New
VAS
531
Vestmark Advisory Solutions
Massachusetts
$867K +$369K +7,428 +74%
M1FG
532
Mach-1 Financial Group
Arkansas
$859K +$859K +17,274 New
KPWS
533
Kestra Private Wealth Services
Texas
$848K +$171K +3,445 +25%
HFBOT
534
Home Federal Bank of Tennessee
Tennessee
$845K -$10.8K -217 -1%
VBCG
535
Valley Brook Capital Group
Pennsylvania
$845K – – –
MNBTD
536
Moody National Bank Trust Division
Texas
$840K +$8.65K +174 +1%
TMAM
537
Tokio Marine Asset Management
Japan
$837K +$35.9K +723 +4%
CHC
538
City Holding Co
West Virginia
$835K -$70.1K -1,411 -8%
SFFS
539
Stonehage Fleming Financial Services
Jersey
$831K -$20.9K -422 -2%
MHIC
540
Marble Harbor Investment Counsel
Massachusetts
$827K -$12.4K -250 -1%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$822K +$3.58K +72 +0.4%
FI
542
Fractal Investments
Connecticut
$820K -$218K -4,395 -21%
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$820K +$368K +7,410 +82%
MAS
544
Meeder Advisory Services
Ohio
$819K +$40.8K +820 +5%
WC
545
Westhampton Capital
North Carolina
$818K -$2.49K -50 -0.3%
ASN
546
Advisory Services Network
Georgia
$815K +$13.4K +270 +2%
PA
547
Parallel Advisors
California
$813K -$27K -544 -3%
BIM
548
Baldwin Investment Management
Pennsylvania
$807K +$64.6K +1,300 +9%
WPC
549
Wedmont Private Capital
Pennsylvania
$802K -$67.6K -1,255 -8%
TCOT
550
Trust Company of Toledo
Ohio
$801K +$2.98K +60 +0.4%
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