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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$4.96B
2
CWG
C WorldWide Group
Denmark
$261M
3
PAM
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
951
Cedar Brook Financial Partners
Ohio
$259K +$259K +4,697 New
NDSI
952
Newman Dignan & Sheerar Inc
Rhode Island
$259K – – –
TIA
953
Trust Investment Advisors
Indiana
$259K +$259K +4,692 New
CT
954
Clearstead Trust
Maine
$259K +$19.6K +355 +8%
HH
955
Hilltop Holdings
Texas
$259K -$2.21K -40 -0.8%
HW
956
Hancock Whitney
Mississippi
$258K -$52.1K -944 -17%
DGAM
957
Desjardins Global Asset Management
Quebec, Canada
$258K -$164K -2,974 -39%
RCM
958
Radnor Capital Management
Pennsylvania
$255K – – –
TVAMP
959
Tennessee Valley Asset Management Partners
Tennessee
$253K +$718 +13 +0.3%
CCWM
960
Cassaday & Co Wealth Management
Virginia
$253K +$276 +5 +0.1%
GC
961
Gratus Capital
Georgia
$252K – – –
PFA
962
Pure Financial Advisors
California
$251K +$9.44K +171 +4%
LAM
963
L2 Asset Management
Massachusetts
$250K -$741K -2,849 -75%
MF
964
Montis Financial
Massachusetts
$250K – – –
GDP
965
Great Diamond Partners
Maine
$248K -$16.1K -291 -6%
AC
966
Allstate Corporation
Illinois
$248K – – –
FBT
967
First Bank & Trust
South Dakota
$247K +$4.69K +85 +2%
SIA
968
Schechter Investment Advisors
Michigan
$246K +$246K +4,464 New
TIMH
969
Tilt Investment Management Holdings
New York
$245K – – –
HIC
970
Hartline Investment Corp
Illinois
$243K +$243K +4,406 New
AWM
971
Aberdeen Wealth Management
Illinois
$243K – – –
TFS
972
Thoroughbred Financial Services
Tennessee
$242K +$242K +4,387 New
GD
973
Grandfield & Dodd
New York
$240K – – –
TA
974
Tiedemann Advisors
New York
$240K -$39K -707 -14%
SA
975
Strategic Advisors
New York
$239K -$7.29K -132 -3%
37 38
39
40 41