CARR icon

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 %
ACIM
776
Azimuth Capital Investment Management
Michigan
$364K -$2.49K -50 -0.7%
NP
777
NorthRock Partners
Minnesota
$361K -$1.64K -33 -0.5%
EFSCE
778
Enterprise Financial Services Corp (EFSC)
Missouri
$360K -$497 -10 -0.1%
TH
779
TCTC Holdings
Texas
$359K – – –
FHA
780
First Horizon Advisors
Tennessee
$359K -$2.88K -58 -0.8%
Capstone Investment Advisors
781
Capstone Investment Advisors
New York
$358K +$280K +5,635 +359%
FNT
782
First National Trust
Pennsylvania
$355K +$30.8K +619 +10%
TCPWM
783
Traverso Chambers Private Wealth Management
California
$354K – – –
LBC
784
Lowe Brockenbrough & Co
Virginia
$354K -$948 -19 -0.3%
RAM
785
Riggs Asset Management
Pennsylvania
$354K -$57.2K -1,150 -14%
FMLI
786
Fukoku Mutual Life Insurance
Japan
$353K – – –
MIM
787
Marco Investment Management
Georgia
$352K -$49.6K -997 -12%
RIL
788
Rothschild Investment LLC
Illinois
$351K +$43.5K +873 +14%
SWS
789
SYSTM Wealth Solutions
Illinois
$351K -$43K -865 -11%
FFA
790
Fortune Financial Advisors
Kansas
$351K +$351K +7,057 New
SFI
791
Siemens Fonds Invest
Germany
$350K – – –
B
792
Bailard
California
$350K -$51K -1,027 -13%
SWM
793
SeaCrest Wealth Management
New York
$350K -$14K -282 -4%
MP
794
McDonald Partners
Ohio
$349K -$28.3K -570 -8%
BP
795
Ballentine Partners
Massachusetts
$349K +$16.5K +332 +5%
FCP
796
Fidelis Capital Partners
Florida
$348K -$1.74K -35 -0.5%
CWM
797
Cornerstone Wealth Management
Missouri
$344K -$75.2K -1,512 -18%
WSCM
798
Wellington Shields Capital Management
New York
$344K – – –
MA
799
Mutual Advisors
Nebraska
$344K +$90.6K +1,822 +36%
BIA
800
Bell Investment Advisors
California
$343K -$3.48K -70 -1%
30 31
32
33 34