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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 %
AAM
576
AR Asset Management
California
$659K – – –
FM
577
Foster & Motley
Ohio
$656K -$13K -285 -2%
LNC
578
Lincoln National Corp
Pennsylvania
$655K -$2.2K -48 -0.3%
AC
579
AXQ Capital
New Jersey
$654K +$654K +14,300 New
PFM
580
Parsec Financial Management
North Carolina
$653K -$26.1K -570 -4%
CSS
581
Cubist Systematic Strategies
Connecticut
$651K -$385K -8,418 -37%
CWA
582
CM Wealth Advisors
Ohio
$646K +$646K +15,885 New
BFA
583
Brendel Financial Advisors
New Hampshire
$644K – – –
MFA
584
Mayflower Financial Advisors
Massachusetts
$638K -$49.5K -1,081 -7%
HI
585
Horizon Investments
North Carolina
$636K -$45.6K -1,002 -7%
RPC
586
Rossmore Private Capital
Connecticut
$630K – – –
IGGA
587
Iron Gate Global Advisors
Utah
$629K -$1.24K -27 -0.2%
ETC
588
Exchange Traded Concepts
Oklahoma
$627K -$119K -2,600 -16%
KPWS
589
Kestra Private Wealth Services
Texas
$622K -$11.3K -248 -2%
BFA
590
Bragg Financial Advisors
North Carolina
$619K -$17.2K -375 -3%
CT
591
Cambridge Trust
Massachusetts
$617K -$4.12K -90 -0.7%
NEWAS
592
N.E.W. Advisory Services
Wisconsin
$613K +$5.58K +122 +0.9%
WA
593
Waterford Advisors
New York
$612K – – –
FCCM
594
First City Capital Management
Georgia
$606K -$1.88K -45 -0.3%
TW
595
Transform Wealth
Colorado
$606K -$1.95M -42,531 -76%
SF
596
Symphony Financial
Texas
$606K -$91.2K -2,027 -13%
VVP
597
Venture Visionary Partners
Ohio
$604K -$29.4K -643 -5%
BFIM
598
Beese Fulmer Investment Management
Ohio
$602K +$27.5K +601 +5%
DT
599
Diversified Trust
Tennessee
$600K -$645K -14,106 -52%
PIM
600
Penobscot Investment Management
Massachusetts
$598K -$7.78K -170 -1%
22 23
24
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