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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
751
NTV Asset Management
West Virginia
$395K -$24K -483 -6%
Renaissance Technologies
752
Renaissance Technologies
New York
$388K -$77.9M -1,567,626 -100%
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$387K +$1.04K +21 +0.3%
DWA
754
Douglass Winthrop Advisors
New York
$386K – – –
ETC
755
Exchange Traded Concepts
Oklahoma
$386K -$295K -5,943 -43%
AP
756
Atwood & Palmer
Missouri
$385K +$19.9K +400 +5%
BF
757
BOK Financial
Oklahoma
$385K -$2.29K -46 -0.6%
ONB
758
Old National Bancorp
Indiana
$385K -$19.2K -386 -5%
FA
759
FDx Advisors
Illinois
$385K -$101K -2,024 -21%
CCT
760
Chemung Canal Trust
New York
$383K -$8.7K -175 -2%
FAG
761
Financial Advisory Group
Texas
$383K -$14.9K -300 -4%
PG
762
Proffitt & Goodson
Tennessee
$380K +$3.78K +76 +1%
DGAM
763
Desjardins Global Asset Management
Quebec, Canada
$380K -$26.4K -531 -6%
WTA
764
Washington Trust Advisors
Massachusetts
$379K – – –
IHL
765
Investment House LLC
California
$379K – – –
SFG
766
Sovereign Financial Group
Connecticut
$379K +$28.6K +575 +8%
ADL
767
Asset Dedication LLC
California
$378K -$2.31K -46 -0.6%
PFSC
768
Peoples Financial Services Corp
Pennsylvania
$378K – – –
CCFCSB
769
Cape Cod Five Cents Savings Bank
Massachusetts
$377K -$1.44K -29 -0.4%
IFWM
770
Institute for Wealth Management
Colorado
$374K -$1.49K -30 -0.4%
FIM
771
Fruth Investment Management
Texas
$371K – – –
RCA
772
Resonant Capital Advisors
Wisconsin
$369K -$4.74K -95 -1%
MIC
773
Meridian Investment Counsel
California
$367K – – –
AAP
774
Arax Advisory Partners
Colorado
$366K -$41.6K -836 -10%
HI
775
Harbour Investments
Wisconsin
$365K +$167K +3,362 +84%
29 30
31
32 33