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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 %
VBCG
551
Valley Brook Capital Group
Pennsylvania
$671K +$16.5K +401 +3%
BB
552
Busey Bank
Illinois
$671K -$32.3K -784 -5%
WC
553
Westhampton Capital
North Carolina
$669K – – –
MA
554
Montag & Associates
Georgia
$659K – – –
Verition Fund Management
555
Verition Fund Management
Connecticut
$659K -$893K -21,641 -58%
SF
556
Symphony Financial
Texas
$657K -$479K -11,305 -42%
FRM
557
Fox Run Management
Connecticut
$655K +$655K +15,880 New
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$650K +$73.5K +1,781 +13%
WSFS
559
Wilmington Savings Fund Society
Delaware
$648K – – –
TNA
560
True North Advisors
Texas
$639K +$42.1K +1,021 +7%
CWP
561
Curated Wealth Partners
California
$637K – – –
CWM
562
Compass Wealth Management
Connecticut
$637K +$637K +15,436 New
ECM
563
Estabrook Capital Management
New York
$636K -$61.3K -1,485 -9%
MIS
564
Morningstar Investment Services
Illinois
$635K +$418 +10 +0.1%
IGGA
565
Iron Gate Global Advisors
Utah
$634K -$9.62K -209 -1%
WPC
566
Wedmont Private Capital
Pennsylvania
$630K +$328K +7,609 +109%
PFS
567
Prospera Financial Services
Texas
$630K +$297K +7,207 +89%
CC
568
Courier Capital
New York
$628K -$3.8K -92 -0.6%
PTCG
569
Pring Turner Capital Group
California
$625K – – –
SIC
570
Salem Investment Counselors
North Carolina
$621K -$39.1K -943 -6%
MFA
571
Mayflower Financial Advisors
Massachusetts
$620K +$70.9K +1,718 +13%
EM
572
ELCO Management
New York
$619K +$8.46K +205 +1%
HI
573
Horizon Investments
North Carolina
$617K +$225K +5,464 +58%
BIM
574
Baldwin Investment Management
Pennsylvania
$616K -$3.09K -75 -0.5%
PFM
575
Parsec Financial Management
North Carolina
$612K -$14.6K -353 -2%
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