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Carrier Global
CARR

Overview Fund Activity

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$237M
2
Victory Capital Management
Victory Capital Management
Texas
+$157M
3
Morgan Stanley
Morgan Stanley
New York
+$59.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
3
Amundi
Amundi
France
-$81.6M
4
Capital International Investors
Capital International Investors
California
-$77.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1051
Portland Hill Asset Management
United Kingdom
$37K +$37K +874 New
AAG
1052
Armstrong Advisory Group
Massachusetts
$37K +$37K +896 New
MFT
1053
Moisand Fitzgerald Tamayo
Florida
$36K +$14.6K +354 +68%
PFA
1054
Pathway Financial Advisers
Indiana
$35.8K +$35.8K +868 New
CB
1055
Centennial Bank
Arkansas
$34.6K +$34.6K +839 New
PFP
1056
Pinnacle Financial Partners
Tennessee
$34.5K – – –
PWMG
1057
Prestige Wealth Management Group
New Jersey
$34.1K +$7.25K +175 +27%
CWM
1058
CarsonAllaria Wealth Management
Illinois
$34K – – –
CWP
1059
Concord Wealth Partners
Virginia
$33.6K +$33.6K +813 New
TC
1060
Truvestments Capital
Florida
$33.1K -$1.2K -29 -3%
PB
1061
Pinnacle Bancorp
Nebraska
$33K – – –
CPG
1062
Cornerstone Planning Group
New Jersey
$32.2K +$32.2K +768 New
JWM
1063
Janiczek Wealth Management
Colorado
$31K +$9.89K +218 +47%
VNA
1064
Valley National Advisers
Pennsylvania
$31K +$407 +9 +1%
CCMI
1065
Creative Capital Management Investments
California
$31K +$31K +746 New
OCM
1066
Orion Capital Management
California
$30.9K -$10.3K -250 -25%
ACM
1067
Antonetti Capital Management
Florida
$30.9K – – –
M
1068
MOTCO
Texas
$30.2K – – –
HWA
1069
Heritage Wealth Advisors
Virginia
$29.9K – – –
FFA
1070
Farther Finance Advisors
California
$29.9K +$29.9K +724 New
GI
1071
Gradient Investments
Minnesota
$29.8K -$3.34K -81 -10%
ACM
1072
Aquatic Capital Management
Illinois
$29K +$29K +700 New
OCM
1073
Osterweis Capital Management
California
$28.9K – – –
BCA
1074
Bray Capital Advisors
Florida
$28.9K – – –
JFA
1075
JNBA Financial Advisors
Minnesota
$28.6K -$8.87K -215 -24%
41 42
43
44 45