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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
951
Pine Valley Investments
New Jersey
$223K +$223K +4,479 New
SA
952
Strategic Advisors
New York
$222K +$746 +15 +0.3%
TIMH
953
Tilt Investment Management Holdings
New York
$222K +$222K +4,444 New
BJL
954
Brighton Jones LLC
Washington
$220K +$220K +4,428 New
RWA
955
Ropes Wealth Advisors
Massachusetts
$219K +$219K +4,408 New
AWM
956
Aberdeen Wealth Management
Illinois
$219K – – –
FBT
957
First Bank & Trust
South Dakota
$218K -$25.8K -518 -11%
PFA
958
Pure Financial Advisors
California
$218K -$2.09K -42 -1%
GD
959
Grandfield & Dodd
New York
$217K -$944 -19 -0.4%
TA
960
Townsend & Associates
Colorado
$216K +$216K +4,003 New
MLFP
961
MPS Loria Financial Planners
Illinois
$215K -$3.28K -66 -2%
GWM
962
GSB Wealth Management
Connecticut
$215K +$215K +4,320 New
TFM
963
TFC Financial Management
Massachusetts
$215K -$4.03K -81 -2%
PBC
964
Pavion Blue Capital
California
$215K -$9.94K -200 -4%
BCM
965
Brookstone Capital Management
Illinois
$212K +$212K +4,292 New
FIM
966
Fernwood Investment Management
Massachusetts
$211K +$211K +4,250 New
SWK
967
Stephen W. Kidder
$211K +$211K +4,250 New
PWPS
968
Pinnacle Wealth Planning Services
Ohio
$211K +$211K +4,248 New
UFA
969
US Financial Advisors
Massachusetts
$210K +$210K +4,228 New
COCM
970
Charter Oak Capital Management
New Hampshire
$210K +$210K +4,227 New
LAM
971
L2 Asset Management
Massachusetts
$210K +$210K +3,811 New
FAM
972
Formidable Asset Management
Ohio
$210K +$210K +4,220 New
HCM
973
Hall Capital Management
Rhode Island
$209K +$209K +4,200 New
CHA
974
Carmichael Hill & Associates
Maryland
$207K +$50 +1 +0%
AUB
975
Atlantic Union Bankshares
Virginia
$206K +$206K +4,142 New
37 38
39
40 41