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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 %
VVP
601
Venture Visionary Partners
Ohio
$571K -$26.4K -641 -4%
RPC
602
Rossmore Private Capital
Connecticut
$568K -$342K -8,286 -38%
KWM
603
Kingsview Wealth Management
Oregon
$568K -$22.7K -550 -4%
Federated Hermes
604
Federated Hermes
Pennsylvania
$566K -$1.66M -40,293 -75%
ASN
605
Advisory Services Network
Georgia
$565K -$99.2K -2,406 -15%
CT
606
Cambridge Trust
Massachusetts
$560K -$4.58K -111 -0.8%
TMAM
607
Tokio Marine Asset Management
Japan
$558K +$44K +1,066 +9%
WA
608
Waterford Advisors
New York
$552K +$552K +13,381 New
S
609
SignatureFD
Georgia
$551K -$3.75K -91 -0.7%
NEWAS
610
N.E.W. Advisory Services
Wisconsin
$548K +$548K +13,277 New
PIM
611
Penobscot Investment Management
Massachusetts
$546K – – –
EM
612
Excalibur Management
Massachusetts
$538K +$619 +15 +0.1%
HIC
613
Holderness Investments Company
North Carolina
$536K – – –
MIM
614
Miller Investment Management
Pennsylvania
$536K -$186K -4,510 -26%
FC
615
Forte Capital
New York
$536K +$2.1K +51 +0.4%
WAM
616
Werlinich Asset Management
Connecticut
$533K – – –
MIC
617
Means Investment Company
Maine
$528K -$1.16K -28 -0.2%
AOI
618
Auto-Owners Insurance
Michigan
$527K +$527K +12,787 New
BFA
619
Benedict Financial Advisors
Georgia
$526K -$36.2K -877 -6%
SB
620
Simmons Bank
Arkansas
$526K -$40K -970 -7%
CC
621
Chicago Capital
Illinois
$525K -$52.2K -1,265 -9%
WSTAM
622
Wilbanks Smith & Thomas Asset Management
Virginia
$525K +$55.7K +1,350 +12%
CAG
623
Crestwood Advisors Group
Massachusetts
$524K -$43.3K -1,049 -8%
WPC
624
Waters Parkerson & Co
Louisiana
$520K -$245K -5,933 -32%
SWS
625
SYSTM Wealth Solutions
Illinois
$520K +$520K +12,595 New
23 24
25
26 27