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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 %
IFAM
826
Institutional & Family Asset Management
Colorado
$316K – – –
VIA
827
Vident Investment Advisory
Georgia
$316K -$914K -18,389 -74%
AF
828
Allworth Financial
California
$315K -$20.4K -410 -6%
BWP
829
BSW Wealth Partners
Colorado
$315K -$4.03K -81 -1%
TIA
830
Tiemann Investment Advisors
California
$315K -$1.89K -38 -0.6%
Members Trust
831
Members Trust
Florida
$315K +$315K +6,332 New
USCWA
832
U.S. Capital Wealth Advisors
Texas
$314K +$314K +6,317 New
CHAM
833
Clear Harbor Asset Management
Connecticut
$313K +$54.7K +1,100 +21%
SWM
834
Spire Wealth Management
Virginia
$313K -$106K -2,138 -25%
LCM
835
LCM Capital Management
Illinois
$311K -$994 -20 -0.3%
SWA
836
Stratos Wealth Advisors
Ohio
$311K +$52.3K +1,053 +20%
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$310K +$9.94K +200 +3%
MWM
838
Meridian Wealth Management
Kentucky
$309K – – –
JAG
839
Journey Advisory Group
Kentucky
$308K -$58.7K -1,180 -16%
GSIAS
840
Garden State Investment Advisory Services
New Jersey
$307K +$2.34K +47 +0.8%
CFAM
841
Center For Asset Management
Florida
$305K – – –
FHA
842
Flagship Harbor Advisors
Massachusetts
$304K -$139K -2,786 -31%
9WM
843
9258 Wealth Management
Ohio
$304K +$22.6K +454 +8%
LA
844
LVW Advisors
New York
$300K +$1.09K +22 +0.4%
NHT
845
New Hampshire Trust
New Hampshire
$299K – – –
BL
846
Bleichroeder LP
New York
$298K – – –
GPI
847
General Partner Inc
Pennsylvania
$298K – – –
SFM
848
Systematic Financial Management
New Jersey
$298K – – –
SLT
849
St Louis Trust
Missouri
$298K – – –
UM
850
UniSuper Management
Australia
$298K +$298K +6,000 New
32 33
34
35 36