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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
676
Csenge Advisory Group
Florida
$419K +$419K +10,168 New
CSPIA
677
Cary Street Partners Investment Advisory
Virginia
$419K +$9.32K +226 +2%
CAM
678
Carret Asset Management
New York
$418K -$2.06K -50 -0.5%
FTDI
679
First Trust Direct Indexing
Massachusetts
$417K +$36.2K +878 +10%
DA
680
Denali Advisors
California
$417K +$384K +9,300 +1,163%
QCM
681
Qsemble Capital Management
New York
$417K +$417K +10,100 New
PCM
682
Penserra Capital Management
California
$414K -$63K -1,535 -13%
CIC
683
Canal Insurance Company
South Carolina
$413K
GFA
684
Gifford Fong Associates
California
$413K
MPIA
685
Mountain Pacific Investment Advisers
Idaho
$412K -$27.5K -667 -6%
QI
686
Qtron Investments
Massachusetts
$411K +$411K +9,973 New
MPW
687
Monterey Private Wealth
California
$411K +$34.6K +839 +9%
WT
688
Washington Trust
Rhode Island
$409K +$38.6K +935 +10%
VFA
689
Valeo Financial Advisors
Indiana
$407K +$88.4K +2,143 +28%
BS
690
Boenning & Scattergood
Pennsylvania
$405K -$56.7K -1,236 -12%
OPCM
691
Osborne Partners Capital Management
California
$404K -$4.13K -100 -1%
FG
692
Fiduciary Group
Georgia
$403K
FA
693
FDx Advisors
Illinois
$403K -$27.1K -657 -6%
VCA
694
Verdence Capital Advisors
Maryland
$402K +$289 +7 +0.1%
DAC
695
Dividend Assets Capital
South Carolina
$401K -$16.5K -400 -4%
PAG
696
Private Advisor Group
New Jersey
$401K -$7.78K -2,485 -2%
1SB
697
1ST Source Bank
Indiana
$394K
CNAM
698
Campbell Newman Asset Management
Wisconsin
$391K
CI Investments Inc
699
CI Investments Inc
Ontario, Canada
$390K +$343K +8,330 +735%
SS
700
Simplicity Solutions
Minnesota
$390K +$85K +2,060 +28%