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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 %
GRP
1001
Global Retirement Partners
California
$141K -$1.79K -36 -1%
GWM
1002
Geneos Wealth Management
Colorado
$138K +$9.4K +189 +7%
ACA
1003
Atlas Capital Advisors
Wyoming
$136K – – –
HS
1004
Horan Securities
United States
$135K +$39.8K +800 +42%
LCM
1005
Logan Capital Management
Pennsylvania
$134K -$263K -5,300 -66%
AA
1006
Alta Advisers
United Kingdom
$129K – – –
SFCL
1007
Strengthening Families & Communities LLC
Massachusetts
$128K +$127K +2,548 +11,582%
SOW
1008
State of Wyoming
Wyoming
$128K -$335K -6,739 -72%
EWM
1009
Evermay Wealth Management
Virginia
$127K -$149 -3 -0.1%
RI
1010
Ridgewood Investments
New Jersey
$126K +$74.6K +1,500 +146%
SC
1011
Steph & Co
Wisconsin
$125K – – –
CNBTD
1012
Citizens National Bank Trust Department
Mississippi
$124K – – –
BWP
1013
Baldwin Wealth Partners
Massachusetts
$124K -$2.88K -58 -2%
HIA
1014
Harbor Investment Advisory
Maryland
$124K +$10.2K +205 +9%
CSB
1015
City State Bank
Iowa
$121K -$896 -18 -0.7%
HDIM
1016
Hanson & Doremus Investment Management
Vermont
$120K – – –
Credit Agricole
1017
Credit Agricole
France
$119K +$119K +2,400 New
GCM
1018
Gables Capital Management
Florida
$117K – – –
FDCC
1019
Foster Dykema Cabot & Co
Massachusetts
$116K +$14.5K +290 +14%
PAG
1020
Paladin Advisory Group
Iowa
$114K +$199 +4 +0.2%
HBW
1021
Hazlett, Burt & Watson
West Virginia
$113K +$14.1K +284 +14%
Federated Hermes
1022
Federated Hermes
Pennsylvania
$113K -$727K -14,633 -87%
CYG
1023
Clean Yield Group
Vermont
$112K – – –
CAL
1024
Capital Advisors Ltd
Ohio
$112K +$98.4K +1,984 +724%
FCFS
1025
First Command Financial Services
Texas
$111K -$13.6K -273 -11%
39 40
41
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