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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 %
IIA
576
ICW Investment Advisors
Arizona
$797K +$35.4K +642 +5%
AAM
577
AR Asset Management
California
$795K – – –
SC
578
Scotia Capital
Ontario, Canada
$792K -$53.2K -964 -6%
CWM
579
Compass Wealth Management
Connecticut
$783K -$35.9K -650 -4%
IIM
580
InTrack Investment Management
Vermont
$779K -$354K -6,419 -31%
BFA
581
Brendel Financial Advisors
New Hampshire
$777K – – –
CWP
582
Curated Wealth Partners
California
$774K -$38.8K -703 -5%
QI
583
Qtron Investments
Massachusetts
$771K -$252K -4,568 -25%
FF
584
Friedenthal Financial
New Jersey
$766K +$766K +13,884 New
UB
585
UMB Bank
Missouri
$765K -$74.6K -1,351 -9%
VBCG
586
Valley Brook Capital Group
Pennsylvania
$761K -$177K -3,200 -19%
RPC
587
Rossmore Private Capital
Connecticut
$760K – – –
IGGA
588
Iron Gate Global Advisors
Utah
$752K – – –
M1FG
589
Mach-1 Financial Group
Arkansas
$748K -$206K -3,723 -22%
GFS
590
GYL Financial Synergies
Connecticut
$747K +$72.5K +1,313 +11%
NEWAS
591
N.E.W. Advisory Services
Wisconsin
$745K +$110 +2 +0%
LNC
592
Lincoln National Corp
Pennsylvania
$743K -$17.2K -312 -2%
FCCM
593
First City Capital Management
Georgia
$740K -$16.6K -300 -2%
WA
594
Waterford Advisors
New York
$739K – – –
KWM
595
Kingsview Wealth Management
Oregon
$737K +$26.1K +473 +4%
HIC
596
Holderness Investments Company
North Carolina
$728K +$1.82K +33 +0.3%
WI
597
Wahed Invest
New York
$727K +$65.8K +1,192 +10%
WAM
598
Werlinich Asset Management
Connecticut
$723K +$10.4K +189 +1%
CT
599
Cambridge Trust
Massachusetts
$722K -$6.02K -109 -0.8%
CC
600
Chicago Capital
Illinois
$722K +$9.27K +168 +1%
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