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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
1051
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$195K – – –
FFA
1052
Farther Finance Advisors
California
$191K +$125K +2,262 +188%
GRP
1053
Global Retirement Partners
California
$174K +$18.7K +343 +12%
MPWT
1054
MassMutual Private Wealth & Trust
Connecticut
$174K +$3.42K +62 +2%
C
1055
Covestor
United Kingdom
$172K +$59.8K +1,082 +53%
QC
1056
Quent Capital
New York
$170K +$110 +2 +0.1%
PFBT
1057
Parkside Financial Bank & Trust
Missouri
$168K +$5.96K +108 +4%
CSC
1058
Caldwell Sutter Capital
California
$168K – – –
HIA
1059
Harbor Investment Advisory
Maryland
$167K +$29.8K +539 +22%
BONH
1060
Bank of New Hampshire
New Hampshire
$164K – – –
BSB
1061
Bangor Savings Bank
Maine
$153K -$5.85K -106 -4%
FCA
1062
FinTrust Capital Advisors
South Carolina
$151K +$4.64K +84 +3%
ACA
1063
Atlas Capital Advisors
Wyoming
$151K – – –
LCM
1064
Logan Capital Management
Pennsylvania
$149K – – –
MME
1065
Meag Munich Ergo
Germany
$149K -$37.8K -685 -20%
GWM
1066
Geneos Wealth Management
Colorado
$148K -$5.52K -100 -4%
AA
1067
Alta Advisers
United Kingdom
$144K – – –
EWM
1068
Evermay Wealth Management
Virginia
$140K – – –
SC
1069
Steph & Co
Wisconsin
$139K – – –
CNBTD
1070
Citizens National Bank Trust Department
Mississippi
$138K – – –
AWM
1071
AllSquare Wealth Management
New York
$136K – – –
HDIM
1072
Hanson & Doremus Investment Management
Vermont
$134K – – –
CSB
1073
City State Bank
Iowa
$134K – – –
SFCL
1074
Strengthening Families & Communities LLC
Massachusetts
$131K -$11.2K -202 -8%
FDCC
1075
Foster Dykema Cabot & Co
Massachusetts
$128K – – –
41 42
43
44 45