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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
MP
776
McDonald Partners
Ohio
$311K -$5.86K -142 -2%
OTL
777
Oak Thistle LLC
New York
$310K +$310K +7,524 New
SWA
778
Strata Wealth Advisors
Texas
$310K +$310K +7,517 New
JF
779
Jump Financial
Illinois
$309K +$309K +7,497 New
FFM
780
Forum Financial Management
Illinois
$309K +$8.25K +200 +3%
AIA
781
Angeles Investment Advisors
California
$309K +$309K +7,450 New
RIM
782
Regent Investment Management
Kentucky
$308K -$4.94K -120 -2%
FIM
783
Fruth Investment Management
Texas
$308K
Dimensional Fund Advisors
784
Dimensional Fund Advisors
Texas
$308K +$2.8K +67,877 +0.9%
CPA
785
Court Place Advisors
Maryland
$308K -$4.95K -120 -2%
RT
786
Rockland Trust
Massachusetts
$306K +$61.5K +1,492 +25%
CCA
787
Cobblestone Capital Advisors
New York
$305K +$51.6K +1,250 +20%
KLCM
788
KG&L Capital Management
Louisiana
$305K
AIM
789
Avity Investment Management
Connecticut
$304K
AP
790
Atwood & Palmer
Missouri
$303K
BC
791
Burleson & Co
California
$303K -$784 -19 -0.3%
CPIG
792
Chicago Partners Investment Group
Illinois
$302K +$9.59K +216 +3%
SW
793
SteelPeak Wealth
California
$301K
FHA
794
First Horizon Advisors
Tennessee
$301K -$8.13K -197 -3%
EFSCE
795
Enterprise Financial Services Corp (EFSC)
Missouri
$299K -$247 -6 -0.1%
SFI
796
Siemens Fonds Invest
Germany
$299K -$44.8K -1,085 -13%
SW
797
SlateStone Wealth
Florida
$298K -$6.19K -150 -2%
TH
798
TCTC Holdings
Texas
$298K
PCP
799
Proficio Capital Partners
Massachusetts
$296K +$296K +7,169 New
DWP
800
Daymark Wealth Partners
Ohio
$295K +$295K +7,160 New