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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 %
BWAM
676
Boyd Watterson Asset Management
Ohio
$458K -$334K -7,302 -42%
CI
677
Cigna Investments
Connecticut
$458K -$13.8K -302 -3%
CIC
678
Canal Insurance Company
South Carolina
$458K
GFA
679
Gifford Fong Associates
California
$458K
VAS
680
Vestmark Advisory Solutions
Massachusetts
$458K -$86.1K -1,882 -16%
TCM
681
Twin Capital Management
Pennsylvania
$457K +$457K +9,999 New
MPW
682
Monterey Private Wealth
California
$456K +$91 +2 +0%
AFG
683
Alterity Financial Group
Maine
$455K +$54.4K +1,190 +14%
PCM
684
Penserra Capital Management
California
$454K -$6.34K -139 -1%
VCA
685
Verdence Capital Advisors
Maryland
$452K +$6.22K +136 +1%
HSA
686
HBK Sorce Advisory
Pennsylvania
$448K -$420K -9,170 -48%
BHWM
687
Bar Harbor Wealth Management
New Hampshire
$448K -$60.4K -1,320 -12%
MPIA
688
Mountain Pacific Investment Advisers
Idaho
$448K -$9.15K -200 -2%
SFA
689
Sequoia Financial Advisors
Ohio
$447K +$41.1K +899 +10%
AM
690
AGF Management
Ontario, Canada
$446K +$446K +9,750 New
WT
691
Washington Trust
Rhode Island
$444K -$9.2K -201 -2%
BSAM
692
Blue Square Asset Management
New York
$444K +$444K +9,711 New
FG
693
Fiduciary Group
Georgia
$444K -$3.48K -76 -0.8%
OPCM
694
Osborne Partners Capital Management
California
$438K -$9.7K -212 -2%
1SB
695
1ST Source Bank
Indiana
$436K -$1.14K -25 -0.3%
CNAM
696
Campbell Newman Asset Management
Wisconsin
$434K
TSS
697
Two Sigma Securities
New York
$432K +$106K +2,307 +32%
BFM
698
Boston Financial Management
Massachusetts
$432K -$56.4K -1,233 -12%
CT
699
Chicago Trust
Illinois
$430K +$129K +2,827 +43%
SOW
700
State of Wyoming
Wyoming
$426K +$78.8K +1,722 +23%