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Carrier Global
CARR

Overview Fund Activity

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$237M
2
Victory Capital Management
Victory Capital Management
Texas
+$157M
3
Morgan Stanley
Morgan Stanley
New York
+$59.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
3
Amundi
Amundi
France
-$81.6M
4
Capital International Investors
Capital International Investors
California
-$77.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
851
Kovack Advisors
Florida
$248K -$19.2K -466 -7%
CA
852
Cambridge Advisors
Nebraska
$248K – – –
SLT
853
St Louis Trust
Missouri
$248K -$109K -2,635 -31%
SFM
854
Systematic Financial Management
New Jersey
$248K – – –
BL
855
Bleichroeder LP
New York
$248K – – –
GPI
856
General Partner Inc
Pennsylvania
$248K +$248K +6,000 New
HCM
857
Howland Capital Management
Massachusetts
$247K +$1.04K +25 +0.4%
GJIA
858
Glass Jacobson Investment Advisors
Maryland
$246K +$246K +5,975 New
AIM
859
Anchor Investment Management
South Carolina
$246K – – –
CWP
860
Core Wealth Partners
California
$245K +$245K +5,731 New
ESB
861
Essex Savings Bank
Connecticut
$244K -$12.4K -300 -5%
CAM
862
Covenant Asset Management
New Jersey
$243K – – –
FCBT
863
First Citizens Bank & Trust
North Carolina
$243K -$2.89K -70 -1%
NB
864
Northwest Bancshares
Pennsylvania
$243K +$2.68K +65 +1%
CWM
865
Calamos Wealth Management
Illinois
$243K – – –
DBIA
866
Dumont & Blake Investment Advisors
New Jersey
$242K +$619 +15 +0.3%
O
867
Ossiam
France
$241K – – –
CI
868
Conning Inc
Connecticut
$241K -$1.07K -26 -0.4%
AF
869
Arrow Financial
New York
$240K -$2.68K -65 -1%
IIM
870
InTrack Investment Management
Vermont
$240K -$6.72K -163 -3%
LA
871
LVW Advisors
New York
$239K +$247 +6 +0.1%
WPW
872
Waldron Private Wealth
Pennsylvania
$238K – – –
QCM
873
Quantinno Capital Management
New York
$238K +$238K +5,770 New
CL
874
Choreo LLC
Illinois
$237K +$237K +5,745 New
FDS
875
Freedom Day Solutions
Texas
$237K +$237K +5,744 New
33 34
35
36 37