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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 %
BWP
826
BSW Wealth Partners
Colorado
$294K -$7.28K -159 -2%
TA
827
TFG Advisers
Michigan
$293K -$3.61K -79 -1%
MMPW
828
Mitchell McLeod Pugh & Williams
Alabama
$293K – – –
JMFC
829
J.M. Forbes & Co
Massachusetts
$292K -$1.83K -40 -0.6%
TIA
830
Tiemann Investment Advisors
California
$291K – – –
IFAM
831
Institutional & Family Asset Management
Colorado
$291K -$503 -11 -0.2%
ECG
832
Edge Capital Group
Georgia
$288K +$288K +6,293 New
LCM
833
LCM Capital Management
Illinois
$287K – – –
CPIG
834
Chicago Partners Investment Group
Illinois
$287K +$1.38K +33 +0.5%
MWM
835
Meridian Wealth Management
Kentucky
$285K -$6.86K -150 -2%
RIL
836
Rothschild Investment LLC
Illinois
$283K +$458 +10 +0.2%
CFAM
837
Center For Asset Management
Florida
$281K – – –
GSIAS
838
Garden State Investment Advisory Services
New Jersey
$281K -$229 -5 -0.1%
SAM
839
S.A. Mason
Michigan
$280K -$38.8K -848 -12%
MPPW
840
Mitchell & Pahl Private Wealth
Oklahoma
$279K -$10.1K -220 -3%
LB
841
Legacy Bridge
Iowa
$277K – – –
BST
842
Bath Savings Trust
Maine
$277K -$17.2K -375 -6%
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K -$22.9K -500 -8%
NHT
844
New Hampshire Trust
New Hampshire
$275K -$29.9K -654 -10%
LA
845
LVW Advisors
New York
$275K +$9.56K +209 +4%
CA
846
Cambridge Advisors
Nebraska
$275K – – –
SFM
847
Systematic Financial Management
New Jersey
$275K – – –
SLT
848
St Louis Trust
Missouri
$275K – – –
BL
849
Bleichroeder LP
New York
$275K – – –
HCM
850
Howland Capital Management
Massachusetts
$273K – – –
32 33
34
35 36