CARR icon

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 %
CWM
851
Calamos Wealth Management
Illinois
$273K +$3.52K +77 +1%
DBIA
852
Dumont & Blake Investment Advisors
New Jersey
$271K +$2.29K +50 +0.9%
OCBCO
853
Oversea-Chinese Banking Corp (OCBC)
Singapore
$270K +$270K +5,909 New
CAM
854
Covenant Asset Management
New Jersey
$270K – – –
KA
855
Kovack Advisors
Florida
$269K -$6.36K -139 -2%
FCBT
856
First Citizens Bank & Trust
North Carolina
$266K -$3.89K -85 -1%
CCA
857
Cobblestone Capital Advisors
New York
$265K -$73.2K -1,600 -22%
LI
858
LMCG Investments
Massachusetts
$265K -$26.7K -584 -9%
FDS
859
Freedom Day Solutions
Texas
$264K +$915 +20 +0.3%
DFCM
860
Dark Forest Capital Management
Puerto Rico
$264K +$264K +5,761 New
CI
861
Conning Inc
Connecticut
$263K -$3.34K -73 -1%
VCM
862
Virtue Capital Management
Tennessee
$263K -$12.4K -306 -5%
NB
863
Northwest Bancshares
Pennsylvania
$261K -$7.78K -170 -3%
FFWA
864
FRG Family Wealth Advisors
Washington
$261K – – –
CCM
865
Cullen Capital Management
New York
$260K – – –
AF
866
Arrow Financial
New York
$259K -$6.41K -140 -2%
9WM
867
9258 Wealth Management
Ohio
$259K – – –
HW
868
Hancock Whitney
Mississippi
$259K -$2.38K -52 -0.9%
ECM
869
Evergreen Capital Management
Washington
$259K +$37.2K +814 +17%
FFA
870
First Foundation Advisors
California
$258K +$12.2K +267 +5%
ESB
871
Essex Savings Bank
Connecticut
$256K -$15.2K -333 -6%
NIM
872
Northeast Investment Management
Massachusetts
$255K – – –
SIM
873
Sentry Investment Management
Wisconsin
$253K -$3.06K -67 -1%
KOMWMG
874
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K – – –
GWANC
875
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K -$1.78K -39 -0.7%
33 34
35
36 37