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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
1
Capital Research Global Investors
California
$4.96B
2
CWG
2
C WorldWide Group
Denmark
$261M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
4
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
2
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
5
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
1026
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$210K +$210K +3,807 New
NFC
1027
Northeast Financial Consultants
Connecticut
$210K +$210K +3,801 New
SSWM
1028
Sheets Smith Wealth Management
North Carolina
$209K +$209K +3,792 New
PWM
1029
PBMares Wealth Management
Virginia
$209K +$209K +3,787 New
TAM
1030
Todd Asset Management
Kentucky
$209K +$209K +3,785 New
BBI
1031
Baxter Bros Inc
Connecticut
$209K +$209K +3,778 New
TCA
1032
Transcend Capital Advisors
New Jersey
$207K +$207K +3,754 New
MCM
1033
Marathon Capital Management
Maryland
$207K +$207K +3,753 New
GBT
1034
Grove Bank & Trust
Florida
$207K -$1.21K -22 -0.6%
IIC
1035
Ironwood Investment Counsel
Arizona
$207K +$207K +3,744 New
CAM
1036
CPA Asset Management
Florida
$206K +$206K +3,740 New
TFM
1037
TFC Financial Management
Massachusetts
$206K -$32K -580 -13%
WFAG
1038
Worth Financial Advisory Group
North Carolina
$205K +$205K +3,719 New
PP
1039
PDS Planning
Ohio
$205K +$205K +3,712 New
FAFN
1040
First Affirmative Financial Network
Colorado
$205K +$205K +3,708 New
MWP
1041
Madison Wealth Partners
Wisconsin
$205K +$205K +3,707 New
PPW
1042
Parcion Private Wealth
Washington
$204K +$204K +3,700 New
CAAS
1043
Capital Asset Advisory Services
Michigan
$204K +$204K +3,642 New
ZCM
1044
Ziegler Capital Management
Illinois
$203K +$203K +3,674 New
BOPW
1045
Brandywine Oak Private Wealth
Pennsylvania
$203K +$203K +3,674 New
KCM
1046
Kornitzer Capital Management
Kansas
$203K +$203K +3,671 New
CIC
1047
Crawford Investment Counsel
Georgia
$202K +$202K +3,657 New
FWA
1048
FSM Wealth Advisors
Ohio
$201K +$201K +3,649 New
PI
1049
PFG Investments
New York
$201K +$201K +3,635 New
ET
1050
Equitable Trust
Tennessee
$200K +$200K +3,632 New
40 41
42
43 44