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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 %
VA
926
Valmark Advisers
Ohio
$218K +$218K +4,766 New
DMBA
927
Deseret Mutual Benefit Administrators
Utah
$217K -$19.2K -419 -8%
CCWM
928
Cassaday & Co Wealth Management
Virginia
$217K +$217K +4,737 New
EH
929
Equitable Holdings
New York
$217K +$217K +4,737 New
BAM
930
Blueshift Asset Management
New Jersey
$215K -$29.5K -644 -12%
SWMP
931
Signature Wealth Management Partners
New Jersey
$215K +$215K +4,700 New
NDSI
932
Newman Dignan & Sheerar Inc
Rhode Island
$215K +$215K +4,695 New
RG
933
Rathbones Group
United Kingdom
$214K – – –
TBC
934
Ted Buchan & Co
California
$213K +$213K +4,660 New
RB
935
Rodgers Brothers
Pennsylvania
$212K +$212K +4,628 New
RCM
936
Radnor Capital Management
Pennsylvania
$211K – – –
IWM
937
IHT Wealth Management
Illinois
$209K +$209K +4,559 New
OIA
938
Optimum Investment Advisors
Illinois
$208K – – –
AA
939
Advisory Alpha
Michigan
$208K +$208K +4,542 New
RSWM
940
Robertson Stephens Wealth Management
California
$207K +$207K +4,532 New
MF
941
Montis Financial
Massachusetts
$207K +$207K +4,531 New
PBC
942
Pavion Blue Capital
California
$207K +$207K +4,516 New
FFA
943
Founders Financial Alliance
North Carolina
$206K -$42.4K -942 -17%
AC
944
Allstate Corporation
Illinois
$206K -$1.66M -36,331 -89%
PWW
945
Pettyjohn Wood & White
Virginia
$204K +$204K +4,455 New
SA
946
Strategic Advisors
New York
$204K +$204K +4,453 New
Jones Financial Companies
947
Jones Financial Companies
Missouri
$203K -$11.3K -248 -5%
MOS
948
MGO One Seven
Ohio
$203K +$203K +4,435 New
CT
949
Clearstead Trust
Maine
$203K +$229 +5 +0.1%
PFA
950
Pure Financial Advisors
California
$202K +$202K +4,417 New
36 37
38
39 40