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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 %
BEAM
801
Baker Ellis Asset Management
Washington
$328K -$25.2K -550 -7%
WEG
802
World Equity Group
Illinois
$328K +$236K +17,230 +259%
GCP
803
GSA Capital Partners
United Kingdom
$327K +$327K +7,151 New
TCPWM
804
Traverso Chambers Private Wealth Management
California
$326K – – –
LBC
805
Lowe Brockenbrough & Co
Virginia
$326K +$87.8K +1,919 +37%
FMLI
806
Fukoku Mutual Life Insurance
Japan
$325K -$75K -1,639 -19%
SFI
807
Siemens Fonds Invest
Germany
$324K -$7.18K -157 -2%
SFG
808
Sovereign Financial Group
Connecticut
$323K – – –
BIA
809
Bell Investment Advisors
California
$318K -$1.74K -38 -0.5%
WSCM
810
Wellington Shields Capital Management
New York
$317K +$59.5K +1,300 +23%
AA
811
Ancora Advisors
Ohio
$313K +$46 +1 +0%
IIM
812
InTrack Investment Management
Vermont
$313K +$64.3K +1,500 +26%
FNB
813
Farmers National Bank
Kentucky
$313K +$2.38K +52 +0.8%
AF
814
Allworth Financial
California
$309K +$6.22K +136 +2%
VSQM
815
V-Square Quantitative Management
Illinois
$308K +$308K +6,726 New
AIM
816
Athena Investment Management
California
$307K – – –
BAM
817
Berkshire Asset Management
Pennsylvania
$307K +$307K +6,704 New
BP
818
Ballentine Partners
Massachusetts
$306K -$2.88K -63 -0.9%
WIC
819
Woodmont Investment Counsel
Tennessee
$306K – – –
ACM
820
Argent Capital Management
Missouri
$305K – – –
APP
821
Avantax Planning Partners
Iowa
$302K +$7.32K +160 +2%
FCP
822
Fidelis Capital Partners
Florida
$298K +$100K +2,360 +50%
FNT
823
First National Trust
Pennsylvania
$298K +$1.88K +41 +0.6%
SNB
824
Security National Bank
Nebraska
$295K – – –
WWM
825
Western Wealth Management
Colorado
$295K -$8.1K -177 -3%
31 32
33
34 35