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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 %
FMWA
601
Forvis Mazars Wealth Advisors
Missouri
$597K -$41.2K -900 -6%
HIC
602
Holderness Investments Company
North Carolina
$595K – – –
EM
603
Excalibur Management
Massachusetts
$594K -$2.52K -55 -0.4%
MIM
604
Miller Investment Management
Pennsylvania
$594K – – –
WB
605
Webster Bank
Connecticut
$592K -$64.6K -1,412 -10%
KWM
606
Kingsview Wealth Management
Oregon
$592K -$37.5K -820 -6%
GVAG
607
Great Valley Advisor Group
Delaware
$591K -$53.3K -1,166 -8%
WAM
608
Werlinich Asset Management
Connecticut
$591K – – –
FC
609
Forte Capital
New York
$591K -$3.48K -76 -0.6%
CLOS
610
Compagnie Lombard Odier SCmA
Switzerland
$590K -$217K -4,750 -27%
IIA
611
ICW Investment Advisors
Arizona
$589K +$34.4K +752 +6%
MBT
612
Montecito Bank & Trust
California
$589K -$56.8K -1,241 -9%
AIM
613
Aigen Investment Management
New York
$588K +$588K +12,862 New
MIC
614
Means Investment Company
Maine
$586K +$91 +2 +0%
AOI
615
Auto-Owners Insurance
Michigan
$585K – – –
BFA
616
Benedict Financial Advisors
Georgia
$585K +$1.05K +23 +0.2%
CC
617
Chicago Capital
Illinois
$583K – – –
CC
618
Courier Capital
New York
$578K -$118K -2,574 -17%
BB
619
Busey Bank
Illinois
$578K -$166K -3,621 -22%
JAFL
620
Jay A. Fishman Ltd
Michigan
$576K -$168K -3,667 -23%
SAM
621
Shikiar Asset Management
New York
$576K +$576K +12,590 New
JWCA
622
J.W. Cole Advisors
Florida
$571K -$366 -8 -0.1%
JWBC
623
J.W. Burns & Co
New York
$570K +$102K +2,225 +22%
CAG
624
Crestwood Advisors Group
Massachusetts
$569K -$12.9K -282 -2%
ACM
625
Allred Capital Management
Texas
$568K -$4.12K -90 -0.7%
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25
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