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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
626
Groesbeck Investment Management
New Jersey
$567K +$4.57K +100 +0.8%
SP
627
Symmetry Partners
Connecticut
$566K
CAM
628
Columbia Asset Management
Michigan
$565K
Wellington Management Group
629
Wellington Management Group
Massachusetts
$560K -$1.07M -23,476 -66%
VFA
630
Valeo Financial Advisors
Indiana
$559K +$108K +2,360 +24%
MM
631
Meridian Management
Arkansas
$553K +$2.61K +57 +0.5%
GFS
632
GYL Financial Synergies
Connecticut
$548K +$5.86K +128 +1%
WPC
633
Waters Parkerson & Co
Louisiana
$547K -$29.7K -650 -5%
AC
634
Avestar Capital
New York
$544K -$91K -1,989 -14%
QCG
635
Quadrant Capital Group
Ohio
$539K +$4.67K +102 +0.9%
WSTAM
636
Wilbanks Smith & Thomas Asset Management
Virginia
$537K -$45.7K -998 -8%
PCS
637
Personal CFO Solutions
New Jersey
$535K -$91 -2 -0%
FCH
638
Freestone Capital Holdings
Washington
$530K -$2.06K -45 -0.4%
SIA
639
Soltis Investment Advisors
Utah
$528K +$137 +3 +0%
CG
640
CFO4Life Group
Texas
$527K +$4.03K +88 +0.8%
FTDI
641
First Trust Direct Indexing
Massachusetts
$526K +$63.7K +1,393 +14%
CB
642
Community Bank
New York
$523K -$4.12K -90 -0.8%
FNFDCM
643
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$520K -$27.5K -600 -5%
SB
644
Simmons Bank
Arkansas
$519K -$64.2K -1,403 -11%
SJL
645
Shayne & Jacobs LLC
Tennessee
$517K
AWM
646
Apollon Wealth Management
South Carolina
$516K +$6.63K +145 +1%
LWANC
647
Laurel Wealth Advisors (North Carolina)
North Carolina
$515K -$320 -7 -0.1%
LNB
648
Ledyard National Bank
$512K
RWA
649
River Wealth Advisors
Pennsylvania
$512K -$166K -3,637 -25%
IAS
650
Investment Advisory Services
Texas
$510K