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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 %
AWM
951
Aberdeen Wealth Management
Illinois
$201K +$201K +4,400 New
TFM
952
TFC Financial Management
Massachusetts
$201K +$12.1K +264 +6%
BFM
953
Boothbay Fund Management
New York
$201K -$106K -2,306 -34%
MLFP
954
MPS Loria Financial Planners
Illinois
$201K +$201K +4,392 New
GD
955
Grandfield & Dodd
New York
$200K +$200K +4,375 New
GWS
956
Glassman Wealth Services
Virginia
$198K +$3.71K +81 +2%
CHA
957
Carmichael Hill & Associates
Maryland
$191K -$28.6K -625 -13%
NSIM
958
North Star Investment Management
Illinois
$189K -$1.92K -42 -1%
MCM
959
Manchester Capital Management
Vermont
$187K – – –
AIM
960
Acropolis Investment Management
Missouri
$185K -$1.69K -37 -0.9%
Citadel Advisors
961
Citadel Advisors
Florida
$184K -$11.7M -255,646 -98%
HI
962
Harbour Investments
Wisconsin
$182K +$14.8K +324 +9%
CT
963
Colonial Trust
South Carolina
$177K -$25.2K -550 -12%
ST
964
Smithfield Trust
Pennsylvania
$174K -$1.46K -32 -0.8%
PAI
965
Pittenger & Anderson Inc
Nebraska
$173K -$1.6K -35 -0.9%
GBT
966
Grove Bank & Trust
Florida
$173K -$3.2K -70 -2%
CF
967
Centaurus Financial
California
$173K -$23.5K -512 -12%
CAM
968
Costello Asset Management
Pennsylvania
$171K +$53.8K +1,175 +46%
CCMW
969
Cypress Capital Management (Wyoming)
Wyoming
$163K -$45.8K -1,000 -22%
FMTCOCP
970
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$162K – – –
MMG
971
Monetary Management Group
Missouri
$161K – – –
FP
972
Financial Perspectives
Minnesota
$158K – – –
WSC
973
Wellington Shields & Co
New York
$150K +$31.3K +685 +26%
BTI
974
Blue Trust Inc
Georgia
$150K -$50.6K -1,224 -25%
QC
975
Quent Capital
New York
$141K +$91 +2 +0.1%
37 38
39
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