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Carrier Global
CARR

Overview Fund Activity

1,230 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 401 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
19.69%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
120
Increased
401
Reduced
465
Closed
71
Calls
$103M
Puts
$74.2M
Net Calls
+$28.5M
Net Calls Change
+$8.28M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$701M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$299M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$288M
4
PAM
PineStone Asset Management
Quebec, Canada
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$71M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$376M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$126M
3
Man Group
Man Group
United Kingdom
-$93.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$85.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
551
Bank of Hawaii
Hawaii
$726K +$356K +7,790 +97%
UB
552
UMB Bank
Missouri
$718K -$31.2K -682 -4%
MME
553
Meag Munich Ergo
Germany
$717K +$717K +15,669 New
MAS
554
Meeder Advisory Services
Ohio
$716K +$40.5K +885 +6%
WS
555
Wedbush Securities
California
$715K -$77.1K -1,686 -10%
NAS
556
Nicolet Advisory Services
Wisconsin
$710K +$9.24K +221 +1%
HSA
557
Hussman Strategic Advisors
Maryland
$709K +$709K +15,500 New
TNA
558
True North Advisors
Texas
$708K -$961 -21 -0.1%
CWM
559
Compass Wealth Management
Connecticut
$706K – – –
PFS
560
Prospera Financial Services
Texas
$704K +$4.94K +108 +0.7%
WSFS
561
Wilmington Savings Fund Society
Delaware
$699K -$19.7K -430 -3%
PAS
562
Park Avenue Securities
New York
$697K +$34.9K +764 +5%
ECM
563
Estabrook Capital Management
New York
$695K -$10.1K -220 -1%
SC
564
Scotia Capital
Ontario, Canada
$694K -$129K -2,811 -16%
PTCG
565
Pring Turner Capital Group
California
$693K – – –
EM
566
ELCO Management
New York
$693K +$5.95K +130 +0.9%
MA
567
Montag & Associates
Georgia
$686K -$41.2K -900 -6%
WPC
568
Wedmont Private Capital
Pennsylvania
$683K +$64.8K +1,531 +10%
BIM
569
Baldwin Investment Management
Pennsylvania
$683K – – –
TW
570
TrinityPoint Wealth
Connecticut
$679K +$6.86K +150 +1%
CWP
571
Curated Wealth Partners
California
$679K -$28K -613 -4%
SM
572
Sciencast Management
New Jersey
$678K +$678K +16,195 New
P
573
Pitcairn
Pennsylvania
$669K +$6.27K +137 +0.9%
S
574
SignatureFD
Georgia
$662K +$51K +1,114 +8%
TWA
575
Trellis Wealth Advisors
California
$661K +$2.1K +46 +0.3%
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