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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
976
Bank of New Hampshire
New Hampshire
$136K -$1.46K -32 -1%
AIP
977
Ahrens Investment Partners
Louisiana
$132K +$132K +2,891 New
BSB
978
Bangor Savings Bank
Maine
$132K
EI
979
Ellevest Inc
New York
$130K +$17.5K +383 +16%
MWM
980
Mascoma Wealth Management
New Hampshire
$129K
ACA
981
Atlas Capital Advisors
Wyoming
$125K
EWA
982
EverSource Wealth Advisors
Alabama
$123K +$3.34K +73 +3%
PFBT
983
Parkside Financial Bank & Trust
Missouri
$122K -$21.3K -466 -15%
AA
984
Alta Advisers
United Kingdom
$119K
GWM
985
Geneos Wealth Management
Colorado
$119K -$5.4K -118 -4%
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$118K +$9.65K +211 +9%
GRP
987
Global Retirement Partners
California
$118K +$3.95K +96 +3%
BFPW
988
BOK Financial Private Wealth
Colorado
$117K +$2.24K +49 +2%
EWM
989
Evermay Wealth Management
Virginia
$117K
BWP
990
Baldwin Wealth Partners
Massachusetts
$117K +$457 +10 +0.4%
SC
991
Steph & Co
Wisconsin
$115K
FCB
992
First Command Bank
Texas
$115K -$63.7K -1,393 -36%
FCFS
993
First Command Financial Services
Texas
$115K -$63.7K -1,393 -36%
SLF
994
Sun Life Financial
Ontario, Canada
$115K
CNBTD
995
Citizens National Bank Trust Department
Mississippi
$114K
AWM
996
AllSquare Wealth Management
New York
$113K
CSB
997
City State Bank
Iowa
$112K -$6.99K -153 -6%
CPFP
998
Clear Perspectives Financial Planning
Ohio
$112K
STCOSD
999
Sageworth Trust Company of South Dakota
South Dakota
$111K
HDIM
1000
Hanson & Doremus Investment Management
Vermont
$111K