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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SWM
1051
Sugarloaf Wealth Management
Georgia
$60.8K 1,328 -5 -0.4%
BCMLT
1052
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.3K 1,318 – –
TFP
1053
Tilia Fiduciary Partners
North Carolina
$59.9K 1,309 +22 +2%
JIR
1054
James Investment Research
Ohio
$59K 1,287 +1,287 New
FFA
1055
Farther Finance Advisors
California
$58.1K 1,271 +547 +76%
DI
1056
Disciplined Investments
Oklahoma
$56.1K 1,227 +881 +255%
KFI
1057
Key Financial Inc
Pennsylvania
$56.1K 1,226 – –
LS
1058
Livforsakringsbolaget Skandia
Sweden
$55.4K 1,212 – –
CIA
1059
Cape Investment Advisory
Georgia
$54.2K 1,185 +1,185 New
ONST
1060
Old North State Trust
North Carolina
$52K 1,128 -5 -0.4%
APC
1061
Aspire Private Capital
North Carolina
$51.2K 1,119 – –
RMC
1062
Resources Management Corp
Connecticut
$51K 655 -7,475 -92%
BWM
1063
BerganKDV Wealth Management
Minnesota
$50.9K 1,113 – –
HCM
1064
Highlander Capital Management
New Jersey
$49K 1,080 – –
ST
1065
Sageworth Trust
Pennsylvania
$48.8K 1,067 – –
BWM
1066
Baystate Wealth Management
Massachusetts
$48.6K 1,062 -28 -3%
FCA
1067
Fortis Capital Advisors
Kansas
$48.2K 1,053 +1,053 New
RI
1068
Ridgewood Investments
New Jersey
$47K 1,028 +1,028 New
AIM
1069
Arcadia Investment Management
Michigan
$46.1K 1,008 +8 +0.8%
CAC
1070
Core Alternative Capital
Georgia
$45.9K 1,003 +590 +143%
MTIC
1071
Missouri Trust & Investment Company
Missouri
$44.1K 965 – –
NF
1072
Norwood Financial
Pennsylvania
$41.2K 900 – –
AAG
1073
Armstrong Advisory Group
Massachusetts
$41K 896 – –
CSPAM
1074
Cary Street Partners Asset Management
Virginia
$40.5K 886 -63 -7%
MFT
1075
Moisand Fitzgerald Tamayo
Florida
$39.9K 872 – –
41 42
43
44 45