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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 %
BFA
601
Benedict Financial Advisors
Georgia
$714K +$6.07K +110 +0.9%
CLOS
602
Compagnie Lombard Odier SCmA
Switzerland
$712K -$29.3K -530 -4%
HI
603
Horizon Investments
North Carolina
$710K +$42.9K +781 +6%
EM
604
Excalibur Management
Massachusetts
$708K -$2.21K -40 -0.3%
MIC
605
Means Investment Company
Maine
$707K +$55 +1 +0%
AOI
606
Auto-Owners Insurance
Michigan
$706K – – –
CWP
607
Core Wealth Partners
California
$704K +$428K +7,747 +155%
BFA
608
Bragg Financial Advisors
North Carolina
$682K -$62.5K -1,132 -8%
EAM
609
Eagle Asset Management
Florida
$680K -$1.6K -29 -0.2%
WB
610
Webster Bank
Connecticut
$680K -$883 -16 -0.1%
MM
611
Meridian Management
Arkansas
$671K +$4.09K +74 +0.6%
GA
612
Geller Advisors
New York
$670K +$177K +3,209 +36%
NSIM
613
North Star Investment Management
Illinois
$669K +$441K +7,981 +193%
WSFS
614
Wilmington Savings Fund Society
Delaware
$666K -$132K -2,400 -17%
TWC
615
TD Waterhouse Canada
Ontario, Canada
$664K +$92.6K +1,680 +16%
CAM
616
Columbia Asset Management
Michigan
$663K – – –
FMAEN1
617
Fund Management at Engine No 1
California
$661K +$60.9K +1,104 +10%
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
$656K -$19.2K -348 -3%
FC
619
Forte Capital
New York
$655K -$35K -634 -5%
PCS
620
Personal CFO Solutions
New Jersey
$649K +$2.04K +37 +0.3%
VVP
621
Venture Visionary Partners
Ohio
$647K -$110 -2 -0%
SIA
622
Soltis Investment Advisors
Utah
$647K +$9.77K +177 +2%
LNB
623
Ledyard National Bank
$644K +$25.7K +465 +4%
ACM
624
Allred Capital Management
Texas
$643K -$36.9K -669 -5%
LHC
625
Little House Capital
Massachusetts
$642K +$642K +11,638 New
23 24
25
26 27