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Carrier Global
CARR

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$701M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$299M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$288M
4
PAM
PineStone Asset Management
Quebec, Canada
+$101M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$71M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$376M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$126M
3
Man Group
Man Group
United Kingdom
-$93.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$85.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
751
Rockland Trust
Massachusetts
$370K +$30.9K +675 +9%
MIM
752
Marco Investment Management
Georgia
$370K -$4.58K -100 -1%
B
753
Bailard
California
$369K +$10.7K +233 +3%
MGIA
754
Moneta Group Investment Advisors
Missouri
$368K +$54.3K +1,187 +17%
AIA
755
Angeles Investment Advisors
California
$367K +$26.1K +570 +8%
LCM
756
Logan Capital Management
Pennsylvania
$366K – – –
BAM
757
Belpointe Asset Management
Nevada
$366K +$66.5K +1,454 +22%
FAG
758
Financial Advisory Group
Texas
$366K -$43.1K -942 -11%
FTC
759
Farmers Trust Company
Ohio
$365K -$2.29K -50 -0.6%
SWS
760
SYSTM Wealth Solutions
Illinois
$362K -$214K -4,673 -37%
DI
761
DFPG Investments
Utah
$362K +$362K +7,921 New
SSB
762
Sandy Spring Bank
Maryland
$362K -$280K -6,113 -44%
CCT
763
Chemung Canal Trust
New York
$360K -$45.2K -988 -11%
EWA
764
EP Wealth Advisors
California
$357K +$56.3K +1,498 +19%
BF
765
BOK Financial
Oklahoma
$357K -$505K -11,036 -59%
KLCM
766
KG&L Capital Management
Louisiana
$356K +$18.3K +400 +5%
DWA
767
Douglass Winthrop Advisors
New York
$356K -$11K -240 -3%
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$355K -$50K -1,093 -12%
ADL
769
Asset Dedication LLC
California
$350K +$68.6K +1,484 +24%
ACA
770
Aptus Capital Advisors
Alabama
$350K -$73.2K -1,599 -17%
WTA
771
Washington Trust Advisors
Massachusetts
$349K – – –
IHL
772
Investment House LLC
California
$349K – – –
CCFCSB
773
Cape Cod Five Cents Savings Bank
Massachusetts
$348K -$50K -1,093 -13%
PFSC
774
Peoples Financial Services Corp
Pennsylvania
$348K -$3.43K -75 -1%
MP
775
McDonald Partners
Ohio
$347K +$2.61K +57 +0.8%
29 30
31
32 33