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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
1
T. Rowe Price Associates
Maryland
$800M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$305M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$526M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$116M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.33B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.33B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$628M
3
Man Group
3
Man Group
United Kingdom
$39.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$72.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
1001
Eagle Bay Advisors
New York
$111K +$1.46K +32 +1%
MCM
1002
MV Capital Management
Maryland
$111K +$1.78K +39 +2%
EDRH
1003
Edmond de Rothschild Holding
Switzerland
$110K +$24.9K +545 +29%
FCA
1004
FinTrust Capital Advisors
South Carolina
$110K – – –
GCM
1005
Gables Capital Management
Florida
$108K – – –
CA
1006
Crewe Advisors
Utah
$106K -$3.2K -70 -3%
PAG
1007
Paladin Advisory Group
Iowa
$105K +$105K +2,286 New
HIA
1008
Harbor Investment Advisory
Maryland
$104K -$74.4K -1,627 -42%
CYG
1009
Clean Yield Group
Vermont
$103K – – –
MSFP
1010
Mark Sheptoff Financial Planning
Connecticut
$99.7K – – –
UIA
1011
Ulland Investment Advisors
Minnesota
$98K – – –
AA
1012
Addison Advisors
Vermont
$96.9K +$1.92K +42 +2%
ZB
1013
Zions Bancorporation
Utah
$96.1K -$3.61K -79 -4%
CG
1014
Cutler Group
California
$96K +$96K +2,100 New
AAS
1015
Ameritas Advisory Services
Nebraska
$95.9K +$95.9K +2,182 New
DSC
1016
Duncker Streett & Co
Missouri
$94.9K +$229 +5 +0.2%
RTC
1017
Riverview Trust Company
Washington
$94.1K – – –
FDCC
1018
Foster Dykema Cabot & Co
Massachusetts
$93K +$93K +2,037 New
FA
1019
Fortis Advisors
Pennsylvania
$91.5K – – –
HBW
1020
Hazlett, Burt & Watson
West Virginia
$91K – – –
MIM
1021
Meridiem Investment Management
United Kingdom
$90.3K – – –
CWC
1022
Carolinas Wealth Consulting
North Carolina
$90.3K – – –
CFG
1023
CKW Financial Group
Hawaii
$89K – – –
HS
1024
Horan Securities
United States
$87.7K – – –
CFFP
1025
Center for Financial Planning
Michigan
$85.9K -$30K -655 -26%
39 40
41
42 43