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Carrier Global
CARR

Overview Fund Activity

1,229 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 401 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+18
Holders Change %
+1.49%
% of All Funds
19.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
119
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 %
JWA
1026
JFS Wealth Advisors
Pennsylvania
$81.9K +$458 +10 +0.6%
MRCM
1027
M&R Capital Management
New Jersey
$80.5K -$5.72K -125 -7%
JGIA
1028
Jackson Grant Investment Advisers
Connecticut
$80.2K +$1.1K +24 +1%
CFO
1029
CVA Family Office
Colorado
$78.1K -$457 -10 -0.6%
TWA
1030
TCI Wealth Advisors
Arizona
$77.9K +$21K +458 +37%
CSWM
1031
Cassady Schiller Wealth Management
Ohio
$77.7K – – –
AWM
1032
Accel Wealth Management
Iowa
$77.4K +$92 +2 +0.1%
APW
1033
Acima Private Wealth
Virginia
$76.4K – – –
JEST
1034
JTC Employer Solutions Trustee
Jersey
$76K – – –
SCA
1035
Stonebridge Capital Advisors
Minnesota
$75.7K – – –
SSG
1036
Summit Securities Group
New York
$75K -$298K -6,490 -80%
OC
1037
Oakworth Capital
Alabama
$74.6K – – –
RFA
1038
Register Financial Advisors
Georgia
$74.1K +$9.15K +200 +14%
CAL
1039
Capital Analysts LLC
Pennsylvania
$74K -$6.97K -152 -9%
NL
1040
NVWM LLC
Pennsylvania
$72.4K -$5.77K -126 -7%
Capstone Investment Advisors
1041
Capstone Investment Advisors
New York
$71.7K -$1.97M -43,156 -96%
HGERS
1042
Householder Group Estate & Retirement Specialist
Arizona
$71K -$8.29K -180 -10%
OC
1043
Oakmont Corp
California
$70.4K – – –
FMB
1044
Field & Main Bank
Kentucky
$68.6K – – –
C
1045
Covestor
United Kingdom
$66K -$3.09K -68 -4%
CCM
1046
Chilton Capital Management
Texas
$65.6K +$65.6K +1,433 New
BAM
1047
Bellevue Asset Management
Washington
$65.5K – – –
1832 Asset Management
1048
1832 Asset Management
Ontario, Canada
$63.1K -$1.83K -40 -3%
Parallax Volatility Advisers
1049
Parallax Volatility Advisers
California
$62.5K +$62.5K +1,367 New
FCT
1050
First Community Trust
Iowa
$62.4K -$915 -20 -1%
40 41
42
43 44