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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
$4.96B
2
CWG
C WorldWide Group
Denmark
$261M
3
PAM
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
876
Avity Investment Management
Connecticut
$313K -$11K -200 -3%
FFA
877
First Foundation Advisors
California
$311K +$4.86K +88 +2%
NB
878
Northwest Bancshares
Pennsylvania
$310K -$5.52K -100 -2%
NGA
879
Naples Global Advisors
Florida
$310K +$19.3K +350 +7%
ESB
880
Essex Savings Bank
Connecticut
$309K – – –
CCM
881
Cullen Capital Management
New York
$308K – – –
CWM
882
Congress Wealth Management
Massachusetts
$308K -$276 -5 -0.1%
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K -$3.95K -79 -1%
AF
884
Arrow Financial
New York
$307K -$5.63K -102 -2%
KA
885
Kovack Advisors
Florida
$305K +$15.8K +287 +5%
KOMWMG
886
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$305K – – –
SCM
887
Shelton Capital Management
Colorado
$305K – – –
PCIA
888
Prime Capital Investment Advisors
Kansas
$304K -$25.7K -465 -8%
CCA
889
Cobblestone Capital Advisors
New York
$304K -$8.28K -150 -3%
OIA
890
Optimum Investment Advisors
Illinois
$304K – – –
LB
891
Legacy Bridge
Iowa
$301K – – –
AIM
892
Anchor Investment Management
South Carolina
$301K – – –
WAP
893
Wealthcare Advisory Partners
Pennsylvania
$301K -$16.1K -292 -5%
MPPW
894
Mitchell & Pahl Private Wealth
Oklahoma
$300K -$21.3K -385 -7%
FFS
895
Founders Financial Securities
Maryland
$299K +$299K +5,408 New
EWA
896
EverSource Wealth Advisors
Alabama
$298K +$31.6K +573 +12%
MA
897
Mutual Advisors
Nebraska
$297K -$84.6K -1,532 -22%
TPWM
898
Twelve Points Wealth Management
Massachusetts
$297K +$297K +5,381 New
FGAM
899
Financial Gravity Asset Management
Texas
$296K +$275K +635 +1,270%
LIM
900
Leavell Investment Management
Alabama
$296K -$5.53K -100 -2%
34 35
36
37 38