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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 %
ATC
901
Adirondack Trust Company
New York
$218K -$3.63K -88 -2%
IAN
902
Integrated Advisors Network
Texas
$217K +$217K +5,268 New
CA
903
Claro Advisors
Massachusetts
$215K +$215K +5,222 New
LBC
904
Lowe Brockenbrough & Co
Virginia
$215K -$82.9K -2,000 -28%
CHAM
905
Clear Harbor Asset Management
Connecticut
$214K +$214K +5,195 New
WAP
906
Wealthcare Advisory Partners
Pennsylvania
$213K +$213K +5,175 New
DMBA
907
Deseret Mutual Benefit Administrators
Utah
$213K -$39.6K -961 -16%
EWM
908
Endowment Wealth Management
Wisconsin
$213K +$213K +5,156 New
PMEF
909
Point72 Middle East FZE
United Arab Emirates
$213K +$213K +5,154 New
LWAC
910
Laurel Wealth Advisors (California)
California
$211K +$211K +5,109 New
ACP
911
Aveo Capital Partners
Colorado
$211K +$211K +5,110 New
RWG
912
Regal Wealth Group
California
$210K +$210K +5,082 New
TNB
913
Thomasville National Bank
Georgia
$209K +$209K +5,057 New
GC
914
Gratus Capital
Georgia
$207K +$207K +5,025 New
FFC
915
First Financial Corp
Indiana
$207K – – –
CFO
916
Custos Family Office
Texas
$206K +$206K +5,000 New
LGF
917
LGT Group Foundation
Liechtenstein
$206K +$206K +5,000 New
BWA
918
BDO Wealth Advisors
Florida
$206K – – –
RCM
919
Radnor Capital Management
Pennsylvania
$205K +$205K +4,622 New
TCA
920
Transcend Capital Advisors
New Jersey
$205K +$205K +4,964 New
RG
921
Rathbones Group
United Kingdom
$204K +$204K +4,680 New
FCP
922
Fidelis Capital Partners
Florida
$203K +$203K +4,678 New
FCMC
923
Founders Capital Management (Connecticut)
Connecticut
$201K +$201K +4,881 New
KC
924
Kingfisher Capital
North Carolina
$201K +$201K +4,878 New
TPWM
925
Twelve Points Wealth Management
Massachusetts
$201K +$201K +4,864 New
35 36
37
38 39