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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 %
SWM
1076
Sugarloaf Wealth Management
Georgia
$63.7K -$2.29K -46 -3%
NL
1077
NVWM LLC
Pennsylvania
$62.6K -$16.1K -323 -20%
GWMIA
1078
Global Wealth Management Investment Advisory
Florida
$62.1K +$62.1K +1,250 New
JFA
1079
JNBA Financial Advisors
Minnesota
$61.9K +$27.4K +552 +80%
BCMLT
1080
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.5K -$3.98K -80 -6%
CIA
1081
Cape Investment Advisory
Georgia
$61.2K +$2.34K +47 +4%
KFI
1082
Key Financial Inc
Pennsylvania
$60.9K – – –
LS
1083
Livforsakringsbolaget Skandia
Sweden
$60.4K – – –
BWM
1084
Baystate Wealth Management
Massachusetts
$60.2K +$7.41K +149 +14%
FFA
1085
Farther Finance Advisors
California
$59.9K -$3.33K -67 -5%
CAS
1086
Coppell Advisory Solutions
Texas
$58.6K +$58.6K +1,184 New
APC
1087
Aspire Private Capital
North Carolina
$55.6K – – –
SSG
1088
Summit Securities Group
New York
$54K -$27K -545 -33%
HCM
1089
Highlander Capital Management
New Jersey
$54K – – –
RTC
1090
Riverview Trust Company
Washington
$52.5K -$49.7K -1,000 -49%
EDRH
1091
Edmond de Rothschild Holding
Switzerland
$51.9K -$67.2K -1,351 -56%
TC
1092
Truvestments Capital
Florida
$50.2K +$10.1K +204 +25%
PIAS
1093
PCA Investment Advisory Services
Ohio
$49.8K +$49.8K +1,002 New
AIM
1094
Arcadia Investment Management
Michigan
$49.7K -$398 -8 -0.8%
FCM
1095
Firsthand Capital Management
California
$49.7K +$49.7K +1,000 New
BAM
1096
Bosun Asset Management
Illinois
$49.7K +$49.7K +1,000 New
USB
1097
Union Savings Bank
Connecticut
$49.1K +$49.1K +824 New
NFSG
1098
Newbridge Financial Services Group
Florida
$47.6K +$24.9K +501 +110%
LFASL
1099
Lugano Financial Advisors SA (LFA)
Switzerland
$46.7K +$46.7K +940 New
BWM
1100
BerganKDV Wealth Management
Minnesota
$46.7K -$8.65K -174 -16%
42 43
44
45 46