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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 %
GS
701
GTS Securities
New York
$493K +$493K +8,935 New
NIM
702
NEOS Investment Management
Connecticut
$493K +$493K +8,935 New
1SB
703
1ST Source Bank
Indiana
$492K -$33.1K -600 -6%
PTC
704
Private Trust Company
Ohio
$492K +$7.29K +132 +2%
BFS
705
Bard Financial Services
Connecticut
$489K – – –
CI
706
Cigna Investments
Connecticut
$489K -$63.7K -1,154 -12%
VSQM
707
V-Square Quantitative Management
Illinois
$488K +$201K +3,634 +70%
TCM
708
Twin Capital Management
Pennsylvania
$485K -$54.2K -981 -10%
RP
709
Riverwater Partners
Wisconsin
$485K -$26.2K -475 -5%
TPCW
710
TD Private Client Wealth
New York
$484K -$2.87K -52 -0.6%
AO
711
Advisor OS
Illinois
$484K +$15.8K +287 +3%
WANY
712
Wealthspire Advisors (New York)
New York
$483K +$3.7K +67 +0.8%
EHC
713
Everett Harris & Co
California
$478K – – –
CCA
714
Checchi Capital Advisers
California
$477K -$7.78K -141 -2%
KLCM
715
KG&L Capital Management
Louisiana
$477K -$11.1K -200 -2%
CG
716
Cutler Group
California
$475K +$431K +7,814 +977%
SACTSONJ
717
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$475K – – –
DMC
718
Drexel Morgan & Co
Pennsylvania
$474K – – –
FFM
719
Forum Financial Management
Illinois
$471K +$331 +6 +0.1%
CI
720
CX Institutional
Indiana
$471K +$5.8K +105 +1%
ACA
721
Aptus Capital Advisors
Alabama
$468K +$100K +1,811 +27%
OAM
722
Oppenheimer Asset Management
New York
$463K +$8.28K +150 +2%
DCM
723
Donaldson Capital Management
Indiana
$462K -$44.3K -802 -9%
O
724
Ossiam
France
$462K +$424K +7,675 +1,098%
CTA
725
Colonial Trust Advisors
South Carolina
$462K -$3.31K -60 -0.7%
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