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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 %
SFG
1001
Sovereign Financial Group
Connecticut
$223K -$198K -3,593 -47%
RSWM
1002
Robertson Stephens Wealth Management
California
$223K +$223K +4,034 New
JEST
1003
JTC Employer Solutions Trustee
Jersey
$222K +$131K +2,375 +144%
WC
1004
Whitney & Co
New York
$222K +$222K +4,013 New
CH
1005
Canton Hathaway
Rhode Island
$221K – – –
Jones Financial Companies
1006
Jones Financial Companies
Missouri
$220K -$5.96K -108 -3%
MFA
1007
Mayflower Financial Advisors
Massachusetts
$220K +$220K +3,980 New
MMA
1008
Miracle Mile Advisors
California
$219K +$219K +3,971 New
MPI
1009
Mairs & Power Inc
Minnesota
$219K +$219K +3,960 New
ST
1010
Smithfield Trust
Pennsylvania
$218K +$5.31K +95 +2%
CCG
1011
Cypress Capital Group
Florida
$217K +$217K +3,927 New
HWA
1012
HCR Wealth Advisors
California
$216K +$216K +3,913 New
Federated Hermes
1013
Federated Hermes
Pennsylvania
$215K +$90.2K +1,634 +72%
KP
1014
Keel Point
Alabama
$215K +$215K +3,896 New
SWMP
1015
Signature Wealth Management Partners
New Jersey
$215K -$44.8K -811 -17%
WA
1016
Waverly Advisors
Alabama
$215K +$215K +3,888 New
AIM
1017
Acropolis Investment Management
Missouri
$214K -$9.66K -175 -4%
PCM
1018
Prelude Capital Management
New York
$214K -$638K -11,554 -75%
EP
1019
Eudaimonia Partners
Tennessee
$212K +$212K +3,847 New
AWM
1020
Aries Wealth Management
Maine
$212K +$212K +3,985 New
TCM
1021
Teza Capital Management
Illinois
$211K +$211K +3,830 New
PBC
1022
Pavion Blue Capital
California
$211K – – –
AWM
1023
Angeles Wealth Management
California
$211K +$211K +3,815 New
DOA
1024
D'Orazio & Associates
Virginia
$211K +$211K +3,814 New
CCMW
1025
Cypress Capital Management (Wyoming)
Wyoming
$210K – – –
39 40
41
42 43