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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 %
SCM
876
Shelton Capital Management
Colorado
$253K +$9.15K +200 +4%
GPI
877
General Partner Inc
Pennsylvania
$251K – – –
NECFA
878
New England Capital Financial Advisors
Connecticut
$250K +$640 +14 +0.3%
LIM
879
Leavell Investment Management
Alabama
$250K – – –
HT
880
Heritage Trust
Oklahoma
$250K -$97.1K -2,123 -28%
CWM
881
Congress Wealth Management
Massachusetts
$249K -$4.48K -98 -2%
LFAS
882
Level Four Advisory Services
Texas
$248K +$248K +5,426 New
WAP
883
Wealthcare Advisory Partners
Pennsylvania
$248K +$11K +241 +5%
AIM
884
Anchor Investment Management
South Carolina
$247K -$25.2K -550 -9%
DTC
885
Davidson Trust Company
Washington
$247K +$247K +5,396 New
MLIC
886
Mandatum Life Insurance Company
Finland
$245K -$13.7K -300 -5%
CA
887
Claro Advisors
Massachusetts
$242K +$3.57K +78 +1%
VI
888
Versor Investments
New York
$242K +$242K +5,300 New
EWM
889
Endowment Wealth Management
Wisconsin
$239K +$3.39K +74 +1%
PWMAG
890
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$239K +5,218 New
SWA
891
Stratos Wealth Advisors
Ohio
$238K -$107K -2,329 -31%
CHAM
892
Clear Harbor Asset Management
Connecticut
$238K +$183 +4 +0.1%
ATC
893
Adirondack Trust Company
New York
$236K -$4.85K -106 -2%
FIA
894
Foundations Investment Advisors
Arizona
$236K +$236K +5,162 New
IAN
895
Integrated Advisors Network
Texas
$236K -$4.9K -107 -2%
WI
896
Wintrust Investments
Illinois
$236K -$7.32K -160 -3%
BSW
897
Buckingham Strategic Wealth
Missouri
$236K – – –
SG
898
StoneX Group
New York
$235K +$235K +5,144 New
GDP
899
Great Diamond Partners
Maine
$234K +$234K +5,113 New
ACP
900
Aveo Capital Partners
Colorado
$234K – – –
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36
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