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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 %
Walleye Trading
976
Walleye Trading
New York
$239K +$239K +4,332 New
MLFP
977
MPS Loria Financial Planners
Illinois
$239K – – –
MWM
978
Massachusetts Wealth Management
Massachusetts
$239K +$239K +4,325 New
GWM
979
GSB Wealth Management
Connecticut
$239K +$166 +3 +0.1%
RWA
980
Ropes Wealth Advisors
Massachusetts
$237K -$6.18K -112 -3%
FP
981
Financial Perspectives
Minnesota
$236K +$44.6K +808 +23%
SWK
982
Stephen W. Kidder
$235K – – –
FIM
983
Fernwood Investment Management
Massachusetts
$235K – – –
CT
984
Colonial Trust
South Carolina
$234K +$8.11K +147 +4%
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$234K -$276 -5 -0.1%
UFA
986
US Financial Advisors
Massachusetts
$233K – – –
COCM
987
Charter Oak Capital Management
New Hampshire
$233K +$55 +1 +0%
FAM
988
Formidable Asset Management
Ohio
$233K – – –
DMBA
989
Deseret Mutual Benefit Administrators
Utah
$232K -$29.6K -536 -11%
HCM
990
Hall Capital Management
Rhode Island
$232K – – –
BCM
991
Brookstone Capital Management
Illinois
$230K +$19.9K +407 +9%
WI
992
Wintrust Investments
Illinois
$230K +$230K +4,165 New
CHA
993
Carmichael Hill & Associates
Maryland
$230K -$110 -2 -0%
GWANC
994
Guardian Wealth Advisors (North Carolina)
North Carolina
$229K -$18.6K -337 -8%
MCM
995
Manchester Capital Management
Vermont
$229K -$2.33M -42,168 -91%
AUB
996
Atlantic Union Bankshares
Virginia
$229K – – –
IWP
997
Invenio Wealth Partners
Florida
$228K -$49.2K -891 -18%
MSS
998
Mitchell Sinkler & Starr
Pennsylvania
$228K +$228K +4,133 New
FB
999
Fulton Bank
Pennsylvania
$226K +$226K +4,094 New
IWN
1000
Independent Wealth Network
Iowa
$225K +$2.48K +45 +1%
38 39
40
41 42