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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 %
FNB
801
Farmers National Bank
Kentucky
$340K – – –
GW
802
GW & Wade
Massachusetts
$340K -$28.7K -577 -8%
TA
803
TFG Advisers
Michigan
$340K +$20.9K +420 +7%
CPA
804
Court Place Advisors
Maryland
$339K -$29.2K -587 -8%
ECM
805
Evergreen Capital Management
Washington
$339K +$57.4K +1,152 +20%
APP
806
Avantax Planning Partners
Iowa
$339K +$10.1K +204 +3%
WIC
807
Woodmont Investment Counsel
Tennessee
$336K +$3.98K +80 +1%
AC
808
AlphaCore Capital
California
$335K +$335K +6,730 New
AIM
809
Athena Investment Management
California
$334K – – –
LRPA
810
L. Roy Papp & Associates
Arizona
$334K -$91.2K -1,835 -21%
AA
811
Ancora Advisors
Ohio
$332K -$8.55K -172 -3%
ACA
812
Aptus Capital Advisors
Alabama
$331K -$48.6K -978 -13%
ACM
813
Argent Capital Management
Missouri
$331K – – –
SSB
814
Sandy Spring Bank
Maryland
$331K -$62.9K -1,266 -16%
BL
815
Balentine LLC
Georgia
$327K -$33.4K -671 -9%
AIA
816
Affinity Investment Advisors
California
$324K +$324K +6,520 New
BAM
817
Berkshire Asset Management
Pennsylvania
$321K -$12.1K -243 -4%
SNB
818
Security National Bank
Nebraska
$321K – – –
FIA
819
Foundations Investment Advisors
Arizona
$321K +$63.9K +1,286 +25%
BSW
820
Buckingham Strategic Wealth
Missouri
$320K +$35.2K +708 +12%
PCP
821
Proficio Capital Partners
Massachusetts
$319K -$49K -985 -13%
BB
822
Berkshire Bank
Massachusetts
$319K -$56.3K -1,133 -15%
MMPW
823
Mitchell McLeod Pugh & Williams
Alabama
$318K – – –
WWM
824
Western Wealth Management
Colorado
$318K -$2.68K -54 -0.8%
JMFC
825
J.M. Forbes & Co
Massachusetts
$317K -$248 -5 -0.1%
31 32
33
34 35