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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
$800M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$305M
3
Fisher Asset Management
Fisher Asset Management
Washington
$526M
4
PAM
PineStone Asset Management
Quebec, Canada
$116M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.33B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.33B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$628M
3
Man Group
Man Group
United Kingdom
$39.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$72.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
901
Gratus Capital
Georgia
$234K +$3.84K +84 +2%
MA
902
Mutual Advisors
Nebraska
$233K -$59.5K -1,301 -20%
TNB
903
Thomasville National Bank
Georgia
$231K – – –
VIA
904
Virtus Investment Advisers
Connecticut
$231K +$231K +5,052 New
ESCM
905
Echo Street Capital Management
New York
$231K +$231K +5,050 New
FFC
906
First Financial Corp
Indiana
$229K – – –
CWP
907
Core Wealth Partners
California
$229K -$33.2K -725 -13%
CFO
908
Custos Family Office
Texas
$229K – – –
LGF
909
LGT Group Foundation
Liechtenstein
$229K – – –
CG
910
Carmignac Gestion
France
$229K +$229K +5,000 New
PCIA
911
Prime Capital Investment Advisors
Kansas
$227K +$227K +4,961 New
RWG
912
Regal Wealth Group
California
$226K -$2.7K -60 -1%
NGA
913
Naples Global Advisors
Florida
$226K +$226K +4,935 New
WOC
914
West Oak Capital
California
$226K +$39.3K +860 +21%
FBT
915
First Bank & Trust
South Dakota
$225K -$32.6K -712 -13%
WFAG
916
Wescott Financial Advisory Group
Pennsylvania
$224K +$224K +4,903 New
SVCP
917
Silicon Valley Capital Partners
California
$224K +$16.1K +351 +8%
KC
918
Kingfisher Capital
North Carolina
$224K +$503 +11 +0.2%
FCMC
919
Founders Capital Management (Connecticut)
Connecticut
$223K – – –
DAS
920
Dynamic Advisor Solutions
Arizona
$223K +$223K +4,876 New
APWM
921
Atlas Private Wealth Management
New York
$221K +$221K +4,832 New
PCA
922
Peddock Capital Advisors
Massachusetts
$221K +$221K +4,830 New
LT
923
Legacy Trust
Michigan
$219K +$219K +4,792 New
BWA
924
BDO Wealth Advisors
Florida
$219K -$9.2K -201 -4%
SL
925
Sentry LLC
Tennessee
$218K +$218K +4,770 New
35 36
37
38 39