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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
576
Wilmington Savings Fund Society
Delaware
$719K -$40.1K -807 -5%
AAM
577
AR Asset Management
California
$716K – – –
FTDI
578
First Trust Direct Indexing
Massachusetts
$706K +$135K +2,712 +24%
BFA
579
Brendel Financial Advisors
New Hampshire
$700K – – –
AAM
580
Ascension Asset Management
New York
$688K +$688K +13,835 New
IGGA
581
Iron Gate Global Advisors
Utah
$687K -$850 -17 -0.1%
IIA
582
ICW Investment Advisors
Arizona
$685K +$45.5K +915 +7%
RPC
583
Rossmore Private Capital
Connecticut
$685K – – –
LNC
584
Lincoln National Corp
Pennsylvania
$685K -$27.5K -553 -4%
S
585
SignatureFD
Georgia
$682K -$37.2K -749 -5%
FCCM
586
First City Capital Management
Georgia
$681K -$39.8K -800 -6%
NEWAS
587
N.E.W. Advisory Services
Wisconsin
$671K +$5.12K +103 +0.8%
BFA
588
Bragg Financial Advisors
North Carolina
$670K -$2.54K -51 -0.4%
CLOS
589
Compagnie Lombard Odier SCmA
Switzerland
$668K +$26.3K +530 +4%
WA
590
Waterford Advisors
New York
$665K – – –
TW
591
Transform Wealth
Colorado
$657K -$4.44K -89 -0.7%
CT
592
Cambridge Trust
Massachusetts
$656K -$14.5K -292 -2%
HIC
593
Holderness Investments Company
North Carolina
$654K +$8.1K +163 +1%
MIM
594
Miller Investment Management
Pennsylvania
$646K – – –
WAM
595
Werlinich Asset Management
Connecticut
$642K – – –
CC
596
Chicago Capital
Illinois
$642K +$8.35K +168 +1%
KWM
597
Kingsview Wealth Management
Oregon
$640K -$3.13K -63 -0.5%
MBT
598
Montecito Bank & Trust
California
$640K – – –
EM
599
Excalibur Management
Massachusetts
$640K -$6.21K -125 -1%
BFA
600
Benedict Financial Advisors
Georgia
$638K +$2.54K +51 +0.4%
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