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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$369M
2
CWG
C WorldWide Group
Denmark
+$261M
3
PAM
PineStone Asset Management
Quebec, Canada
+$154M
4
Capital International Investors
Capital International Investors
California
+$137M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$122M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
2
Victory Capital Management
Victory Capital Management
Texas
-$98.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$65.4M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$60.3M
5
BlackRock
BlackRock
New York
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
826
Balyasny Asset Management
Illinois
$351K +$351K +6,354 New
TIA
827
Tiemann Investment Advisors
California
$350K – – –
WWM
828
Western Wealth Management
Colorado
$350K -$3.37K -61 -1%
PWS
829
Precision Wealth Strategies
Missouri
$349K +$349K +6,319 New
SWM
830
Spire Wealth Management
Virginia
$349K +$1.27K +23 +0.4%
USCWA
831
U.S. Capital Wealth Advisors
Texas
$349K -$55 -1 -0%
Capstone Investment Advisors
832
Capstone Investment Advisors
New York
$348K -$50K -905 -13%
CHAM
833
Clear Harbor Asset Management
Connecticut
$345K -$2.76K -50 -0.8%
LCM
834
LCM Capital Management
Illinois
$345K -$994 -18 -0.3%
SSB
835
Sandy Spring Bank
Maryland
$344K -$23.5K -426 -6%
GSIAS
836
Garden State Investment Advisory Services
New Jersey
$342K +$1.21K +22 +0.4%
CFAM
837
Center For Asset Management
Florida
$339K – – –
9WM
838
9258 Wealth Management
Ohio
$338K +$55 +1 +0%
FA
839
FDx Advisors
Illinois
$338K -$88.8K -1,611 -21%
MWM
840
Meridian Wealth Management
Kentucky
$338K -$5.52K -100 -2%
RAM
841
Riggs Asset Management
Pennsylvania
$338K -$55.2K -1,000 -14%
JAG
842
Journey Advisory Group
Kentucky
$338K -$4.14K -75 -1%
BWP
843
BSW Wealth Partners
Colorado
$337K -$12.8K -231 -4%
FHA
844
Flagship Harbor Advisors
Massachusetts
$335K -$3.31K -60 -1%
SAM
845
S.A. Mason
Michigan
$333K -$5.36K -97 -2%
SSA
846
Schonfeld Strategic Advisors
New York
$333K +$333K +6,024 New
NHT
847
New Hampshire Trust
New Hampshire
$332K – – –
UM
848
UniSuper Management
Australia
$331K – – –
BL
849
Bleichroeder LP
New York
$331K – – –
SFM
850
Systematic Financial Management
New Jersey
$331K – – –
32 33
34
35 36