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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 %
CWM
1076
CarsonAllaria Wealth Management
Illinois
$38.1K 832 – –
PMEF
1077
Point72 Middle East FZE
United Arab Emirates
$37.6K 821 -4,333 -84%
PHAM
1078
Portland Hill Asset Management
United Kingdom
$37K 874 – –
TC
1079
Truvestments Capital
Florida
$36.9K 806 +3 +0.4%
PB
1080
Pinnacle Bancorp
Nebraska
$36.6K 800 – –
CB
1081
Centennial Bank
Arkansas
$36.6K 799 -40 -5%
PMFA
1082
Plante Moran Financial Advisors
Michigan
$36.2K 791 -279 -26%
CWP
1083
Concord Wealth Partners
Virginia
$35.8K 782 -31 -4%
AWM
1084
Avior Wealth Management
Nebraska
$35.6K 779 +380 +95%
OCM
1085
Orion Capital Management
California
$34.3K 750 – –
ACM
1086
Antonetti Capital Management
Florida
$34.2K 748 – –
PFP
1087
Pinnacle Financial Partners
Tennessee
$34.1K 745 -91 -11%
TWM
1088
Tradition Wealth Management
Minnesota
$34K 740 +410 +124%
CCMI
1089
Creative Capital Management Investments
California
$33.9K 742 -4 -0.5%
M
1090
MOTCO
Texas
$33.5K 732 – –
HWA
1091
Heritage Wealth Advisors
Virginia
$33.2K 725 – –
GI
1092
Gradient Investments
Minnesota
$33K 722 – –
TSW
1093
Thompson Siegel & Walmsley
Virginia
$33K 716 -665 -48%
BCA
1094
Bray Capital Advisors
Florida
$32K 700 – –
O
1095
Ossiam
France
$32K 699 -5,134 -88%
JFA
1096
JNBA Financial Advisors
Minnesota
$31.8K 694 – –
SWA
1097
Sutton Wealth Advisors
Florida
$31.4K 686 -1,760 -72%
CCA
1098
Column Capital Advisors
Indiana
$31.2K 682 +216 +46%
LTI
1099
Laffer Tengler Investments
Tennessee
$30.7K 670 – –
JWM
1100
Janiczek Wealth Management
Colorado
$30.3K 684 – –
42 43
44
45 46