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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 %
ESB
876
Essex Savings Bank
Connecticut
$278K – – –
CCM
877
Cullen Capital Management
New York
$278K -$4.23K -85 -1%
CWM
878
Congress Wealth Management
Massachusetts
$278K +$6.61K +133 +2%
NIM
879
Northeast Investment Management
Massachusetts
$277K – – –
FFA
880
First Foundation Advisors
California
$276K -$4.62K -93 -2%
SIM
881
Sentry Investment Management
Wisconsin
$275K – – –
KOMWMG
882
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$275K – – –
SCM
883
Shelton Capital Management
Colorado
$274K – – –
OIA
884
Optimum Investment Advisors
Illinois
$273K +$47.2K +950 +21%
LIM
885
Leavell Investment Management
Alabama
$272K – – –
LB
886
Legacy Bridge
Iowa
$271K -$29.8K -600 -10%
AIM
887
Anchor Investment Management
South Carolina
$271K +$2.49K +50 +0.9%
HT
888
Heritage Trust
Oklahoma
$271K -$845 -17 -0.3%
FFWA
889
FRG Family Wealth Advisors
Washington
$270K -$13.7K -275 -5%
NECFA
890
New England Capital Financial Advisors
Connecticut
$268K -$3.63K -73 -1%
AWM
891
Axxcess Wealth Management
California
$268K +$268K +5,398 New
IAN
892
Integrated Advisors Network
Texas
$267K +$10.9K +219 +4%
CA
893
Claro Advisors
Massachusetts
$264K +$945 +19 +0.4%
CA
894
Cambridge Advisors
Nebraska
$264K -$34.8K -700 -12%
FFA
895
Founders Financial Alliance
North Carolina
$262K +$34.6K +696 +15%
NGA
896
Naples Global Advisors
Florida
$262K +$16.2K +326 +7%
FSA
897
Franklin Street Advisors
North Carolina
$262K +$262K +5,271 New
DAS
898
Dynamic Advisor Solutions
Arizona
$261K +$18.4K +371 +8%
KA
899
Kovack Advisors
Florida
$261K -$31K -624 -11%
RG
900
Rathbones Group
United Kingdom
$260K +$27.3K +550 +12%
34 35
36
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