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Carrier Global
CARR

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$237M
2
Victory Capital Management
Victory Capital Management
Texas
+$157M
3
Morgan Stanley
Morgan Stanley
New York
+$59.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
3
Amundi
Amundi
France
-$81.6M
4
Capital International Investors
Capital International Investors
California
-$77.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
701
L. Roy Papp & Associates
Arizona
$389K – – –
TAM
702
Tucker Asset Management
Colorado
$386K – – –
FHA
703
Flagship Harbor Advisors
Massachusetts
$385K +$206 +5 +0.1%
PA
704
Profund Advisors
Maryland
$384K +$77.8K +1,887 +25%
ACA
705
Aptus Capital Advisors
Alabama
$381K -$497K -12,040 -57%
FMAEN1
706
Fund Management at Engine No 1
California
$380K +$46K +1,115 +14%
SIG
707
Sky Investment Group
Connecticut
$379K -$12K -290 -3%
EAM
708
Eagle Asset Management
Florida
$377K +$30.1K +725 +9%
BFS
709
Bard Financial Services
Connecticut
$376K – – –
CCB
710
Country Club Bank
Missouri
$375K – – –
EWA
711
Exencial Wealth Advisors
Oklahoma
$375K +$14.6K +355 +4%
BMO
712
Beck Mack & Oliver
New York
$372K – – –
EHC
713
Everett Harris & Co
California
$372K – – –
FAG
714
Financial Advisory Group
Texas
$369K – – –
PTC
715
Private Trust Company
Ohio
$368K -$44.6K -1,083 -11%
TSWM
716
Triangle Securities Wealth Management
North Carolina
$366K -$151K -3,670 -29%
CCT
717
Chemung Canal Trust
New York
$366K -$18.8K -455 -5%
SFA
718
Sequoia Financial Advisors
Ohio
$366K +$65.3K +1,583 +22%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$365K -$9.61K -233 -3%
SWM
720
Scissortail Wealth Management
Oklahoma
$364K +$364K +8,111 New
OAM
721
Oppenheimer Asset Management
New York
$363K +$3.3K +80 +0.9%
SWM
722
Spire Wealth Management
Virginia
$363K +$13.2K +321 +4%
AFG
723
Alterity Financial Group
Maine
$361K -$18.3K -443 -5%
FMLI
724
Fukoku Mutual Life Insurance
Japan
$361K – – –
SC
725
SouthState Corp
Florida
$360K -$22.9K -556 -6%
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