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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 %
PA
676
Profund Advisors
Maryland
$529K -$7.4K -134 -1%
GL
677
Graypoint LLC
New York
$528K +$18.4K +333 +4%
OTPPB
678
Ontario Teachers' Pension Plan Board
Ontario, Canada
$528K -$696K -12,602 -57%
CNAM
679
Campbell Newman Asset Management
Wisconsin
$524K – – –
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$523K +$55.3K +1,002 +12%
BFM
681
Boston Financial Management
Massachusetts
$519K +$11.1K +201 +2%
RCA
682
Resonant Capital Advisors
Wisconsin
$518K +$110K +2,001 +27%
SFA
683
Sequoia Financial Advisors
Ohio
$517K -$35.2K -637 -6%
RWA
684
River Wealth Advisors
Pennsylvania
$517K -$79.4K -1,439 -13%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$516K – – –
FG
686
Fiduciary Group
Georgia
$514K -$21.4K -388 -4%
DWT
687
Dorsey & Whitney Trust
South Dakota
$514K -$23.7K -430 -4%
YIH
688
Y-Intercept (HK)
Hong Kong
$512K -$3.6M -65,167 -88%
SIG
689
Sky Investment Group
Connecticut
$511K +$27.6K +500 +6%
TAM
690
Tucker Asset Management
Colorado
$509K – – –
CG
691
CFO4Life Group
Texas
$506K -$89.7K -1,625 -15%
MPW
692
Monterey Private Wealth
California
$505K +$55 +1 +0%
BCM
693
Beck Capital Management
Texas
$504K -$14.7K -267 -3%
NAS
694
Nicolet Advisory Services
Wisconsin
$503K +$33.6K +616 +7%
MPIA
695
Mountain Pacific Investment Advisers
Idaho
$501K -$22.1K -400 -4%
HSA
696
HBK Sorce Advisory
Pennsylvania
$500K -$32.1K -582 -6%
CCB
697
Country Club Bank
Missouri
$498K -$13.1K -235 -3%
BMO
698
Beck Mack & Oliver
New York
$498K – – –
AWM
699
Axxcess Wealth Management
California
$498K +$200K +3,618 +67%
EWA
700
Exencial Wealth Advisors
Oklahoma
$494K -$18.3K -331 -4%
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