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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
1051
Jackson Grant Investment Advisers
Connecticut
$87.3K +$249 +5 +0.3%
JWA
1052
JFS Wealth Advisors
Pennsylvania
$86.8K -$2.24K -45 -3%
CFO
1053
CVA Family Office
Colorado
$83.9K -$994 -20 -1%
MWM
1054
Mascoma Wealth Management
New Hampshire
$83.3K -$94.2K -1,642 -53%
APW
1055
Acima Private Wealth
Virginia
$83K – – –
CAM
1056
Costello Asset Management
Pennsylvania
$82.5K -$103K -2,079 -56%
SCA
1057
Stonebridge Capital Advisors
Minnesota
$82.3K – – –
JEST
1058
JTC Employer Solutions Trustee
Jersey
$82K – – –
CAL
1059
Capital Analysts LLC
Pennsylvania
$81K +$597 +12 +0.7%
RFA
1060
Register Financial Advisors
Georgia
$80.5K – – –
MRCM
1061
M&R Capital Management
New Jersey
$79.8K -$7.71K -155 -9%
RFG
1062
RFP Financial Group
Georgia
$79.5K +$79.5K +1,600 New
CTWM
1063
Cherry Tree Wealth Management
Minnesota
$78.3K +$78.3K +1,576 New
CCP
1064
Carmel Capital Partners
California
$74.6K +$74.6K +1,500 New
FMB
1065
Field & Main Bank
Kentucky
$74.6K – – –
BTI
1066
Blue Trust Inc
Georgia
$73K -$93.5K -2,039 -56%
OC
1067
Oakmont Corp
California
$71.9K -$4.62K -93 -6%
ZB
1068
Zions Bancorporation
Utah
$71.7K -$32.7K -657 -31%
CCM
1069
Chilton Capital Management
Texas
$71.2K – – –
BAM
1070
Bellevue Asset Management
Washington
$71.2K – – –
PGAM
1071
Princeton Global Asset Management
New Jersey
$69.6K +$69.6K +1,401 New
FCAG
1072
First Capital Advisors Group
New Jersey
$69.1K +$69.1K +1,390 New
1832 Asset Management
1073
1832 Asset Management
Ontario, Canada
$68.6K – – –
FCT
1074
First Community Trust
Iowa
$67.9K – – –
TFP
1075
Tilia Fiduciary Partners
North Carolina
$63.8K -$1.29K -26 -2%
41 42
43
44 45