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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 %
FHB
526
First Hawaiian Bank
Hawaii
$1.03M – – –
CCIA
527
Campbell & Co Investment Adviser
Maryland
$1.02M -$774K -14,028 -43%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$998K -$31.4K -569 -3%
MAM
529
Meeder Asset Management
Ohio
$989K +$989K +17,924 New
KPWS
530
Kestra Private Wealth Services
Texas
$989K +$48.1K +872 +5%
VI
531
Vestcor Inc
New Brunswick, Canada
$986K -$107K -1,947 -10%
WDA
532
Wendell David Associates
New Hampshire
$981K -$8.28K -150 -0.8%
CL
533
Choreo LLC
Illinois
$969K -$11.3K -205 -1%
KLC
534
Knowledge Leaders Capital
Colorado
$969K +$969K +17,551 New
SW
535
SVB Wealth
Massachusetts
$959K -$114K -2,071 -11%
MHIC
536
Marble Harbor Investment Counsel
Massachusetts
$935K +$15.8K +287 +2%
HFBOT
537
Home Federal Bank of Tennessee
Tennessee
$933K -$5.52K -100 -0.6%
ASN
538
Advisory Services Network
Georgia
$921K +$15.3K +278 +2%
MC
539
Maverick Capital
Texas
$920K +$326K +5,906 +55%
PA
540
Parallel Advisors
California
$918K +$15.2K +276 +2%
WS
541
Wedbush Securities
California
$917K +$36K +652 +4%
FI
542
Fractal Investments
Connecticut
$911K – – –
AIM
543
Artemis Investment Management
United Kingdom
$911K +$911K +16,505 New
WC
544
Westhampton Capital
North Carolina
$908K – – –
CIA
545
Cascade Investment Advisors
Oregon
$905K +$51.6K +935 +6%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$897K -$15.3K -277 -2%
BIM
547
Baldwin Investment Management
Pennsylvania
$896K – – –
WPC
548
Wedmont Private Capital
Pennsylvania
$878K +$58.9K +1,071 +7%
PFS
549
Prospera Financial Services
Texas
$878K +$10.9K +197 +1%
SFFS
550
Stonehage Fleming Financial Services
Jersey
$877K -$61.8K -1,105 -7%
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