CARR icon

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 %
RWA
576
River Wealth Advisors
Pennsylvania
$612K -$24.5K -595 -4%
MAS
577
Meeder Advisory Services
Ohio
$609K +$609K +14,763 New
TW
578
TrinityPoint Wealth
Connecticut
$606K +$133K +3,234 +28%
WANY
579
Wealthspire Advisors (New York)
New York
$604K +$67.6K +1,639 +13%
FM
580
Foster & Motley
Ohio
$603K -$18.6K -452 -3%
FCCM
581
First City Capital Management
Georgia
$600K -$42.3K -1,025 -7%
IAIM
582
International Assets Investment Management
Florida
$600K +$403K +24,195 +204%
P
583
Pitcairn
Pennsylvania
$597K +$5.36K +130 +0.9%
PAS
584
Park Avenue Securities
New York
$597K +$109K +2,631 +22%
JFG
585
Jefferies Financial Group
New York
$596K +$596K +14,455 New
AAM
586
AR Asset Management
California
$594K – – –
EAM
587
Erste Asset Management
Austria
$594K +$594K +14,500 New
TWA
588
Trellis Wealth Advisors
California
$594K +$594K +14,395 New
LNC
589
Lincoln National Corp
Pennsylvania
$593K +$24.3K +588 +4%
GL
590
Graypoint LLC
New York
$593K -$17.9K -433 -3%
WB
591
Webster Bank
Connecticut
$592K -$7.42K -180 -1%
MBT
592
Montecito Bank & Trust
California
$582K – – –
GVAG
593
Great Valley Advisor Group
Delaware
$582K +$3.38K +82 +0.6%
BFA
594
Brendel Financial Advisors
New Hampshire
$581K – – –
AAM
595
Ascension Asset Management
New York
$579K – – –
SSB
596
Sandy Spring Bank
Maryland
$579K +$4.66K +113 +0.8%
FMWA
597
Forvis Mazars Wealth Advisors
Missouri
$576K – – –
BFA
598
Bragg Financial Advisors
North Carolina
$574K +$35.1K +850 +7%
AC
599
Avestar Capital
New York
$572K +$18.7K +454 +3%
KPWS
600
Kestra Private Wealth Services
Texas
$571K +$156K +3,775 +37%
22 23
24
25 26