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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
+$369M
2
CWG
C WorldWide Group
Denmark
+$261M
3
PAM
PineStone Asset Management
Quebec, Canada
+$154M
4
Capital International Investors
Capital International Investors
California
+$137M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$122M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
2
Victory Capital Management
Victory Capital Management
Texas
-$98.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$65.4M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$60.3M
5
BlackRock
BlackRock
New York
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
551
F.L. Putnam Investment Management
Massachusetts
$873K -$38K -688 -4%
TBA
552
Tower Bridge Advisors
Pennsylvania
$872K +$1.38K +25 +0.2%
BOH
553
Bank of Hawaii
Hawaii
$863K -$10.2K -184 -1%
P
554
Pitcairn
Pennsylvania
$861K +$45.8K +830 +6%
CHC
555
City Holding Co
West Virginia
$859K -$68.6K -1,243 -7%
TWA
556
Trellis Wealth Advisors
California
$857K +$2.26K +41 +0.3%
AIMCA
557
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$850K – – –
SNBOSD
558
Security National Bank of So Dak
Iowa
$844K +$28.4K +515 +3%
CCFCSB
559
Cape Cod Five Cents Savings Bank
Massachusetts
$838K +$419K +7,591 +100%
PTCG
560
Pring Turner Capital Group
California
$836K – – –
MA
561
Montag & Associates
Georgia
$833K – – –
FTDI
562
First Trust Direct Indexing
Massachusetts
$831K +$47K +852 +6%
TW
563
TrinityPoint Wealth
Connecticut
$830K -$6.51K -118 -0.8%
PCM
564
Penserra Capital Management
California
$825K -$27.8K -504 -3%
ECM
565
Estabrook Capital Management
New York
$825K -$12K -218 -1%
TCOT
566
Trust Company of Toledo
Ohio
$818K -$72K -1,305 -8%
DWP
567
Daymark Wealth Partners
Ohio
$818K +$17.6K +319 +2%
BF
568
BOK Financial
Oklahoma
$812K +$442K +9,279 +120%
ADIM
569
Alpha DNA Investment Management
Maryland
$809K -$414K -7,496 -34%
S
570
SignatureFD
Georgia
$809K +$51.4K +932 +7%
MAS
571
Meeder Advisory Services
Ohio
$805K -$104K -1,886 -11%
Lido Advisors
572
Lido Advisors
California
$804K +$216K +3,904 +37%
FM
573
Foster & Motley
Ohio
$802K -$497 -9 -0.1%
EM
574
ELCO Management
New York
$802K -$15.6K -283 -2%
PIM
575
Penobscot Investment Management
Massachusetts
$801K +$114K +2,070 +17%
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23
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