CARR icon

Carrier Global
CARR

Overview Fund Activity

1,147 hedge funds and large institutions have $25.6B invested in Carrier Global in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 374 increasing their positions, 466 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-19
Holders Change %
-1.63%
% of All Funds
19.83%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
76
Increased
374
Reduced
466
Closed
77
Calls
$67.1M
Puts
$44.9M
Net Calls
+$22.2M
Net Calls Change
-$3.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.93B
2
Capital International Investors
Capital International Investors
California
$2.08B
3
Fisher Asset Management
Fisher Asset Management
Washington
$174M
4
Amundi
Amundi
France
$161M
5
Man Group
Man Group
United Kingdom
$55.8M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$5.64M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$409M
3
CET
Clean Energy Transition
United Kingdom
$15.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$177M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
826
FRG Family Wealth Advisors
Washington
$221K -$17.8K -500 -7%
ESB
827
Essex Savings Bank
Connecticut
$221K -$15.5K -438 -7%
VCM
828
Virtue Capital Management
Tennessee
$220K +$220K +6,178 New
ADL
829
Asset Dedication LLC
California
$219K -$4.61K -128 -2%
CCA
830
Cobblestone Capital Advisors
New York
$219K – – –
RIL
831
Rothschild Investment LLC
Illinois
$219K – – –
OWP
832
Obermeyer Wealth Partners
Colorado
$219K – – –
CFAM
833
Center For Asset Management
Florida
$219K – – –
DMBA
834
Deseret Mutual Benefit Administrators
Utah
$218K -$46.9K -1,315 -18%
WFA
835
Wipfli Financial Advisors
Wisconsin
$216K +$216K +6,061 New
Members Trust
836
Members Trust
Florida
$216K +$216K +6,082 New
LB
837
Legacy Bridge
Iowa
$215K – – –
BL
838
Balentine LLC
Georgia
$214K +$214K +6,004 New
FCBT
839
First Citizens Bank & Trust
North Carolina
$213K -$8.14K -228 -4%
B
840
Bailard
California
$213K -$178 -5 -0.1%
CA
841
Cambridge Advisors
Nebraska
$213K – – –
BL
842
Bleichroeder LP
New York
$213K – – –
SFM
843
Systematic Financial Management
New Jersey
$213K – – –
APP
844
Avantax Planning Partners
Iowa
$213K +$3.59K +101 +2%
IIM
845
InTrack Investment Management
Vermont
$212K +$212K +5,971 New
AIM
846
Anchor Investment Management
South Carolina
$212K -$4.62K -130 -2%
HCM
847
Howland Capital Management
Massachusetts
$211K -$12.4K -350 -6%
AF
848
Aldebaran Financial
$211K -$898 -25 -0.4%
CAM
849
Covenant Asset Management
New Jersey
$210K -$7.83K -220 -4%
RT
850
Rockland Trust
Massachusetts
$210K -$2.37K -67 -1%
32 33
34
35 36