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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
1
Capital Research Global Investors
California
$4.96B
2
CWG
2
C WorldWide Group
Denmark
$261M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
4
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
2
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
5
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1076
Paladin Advisory Group
Iowa
$127K +$221 +4 +0.2%
CYG
1077
Clean Yield Group
Vermont
$127K – – –
JWA
1078
JFS Wealth Advisors
Pennsylvania
$126K +$29.6K +537 +31%
MMG
1079
Monetary Management Group
Missouri
$126K -$69K -1,250 -35%
MCM
1080
MV Capital Management
Maryland
$125K +$8.23K +149 +7%
HBW
1081
Hazlett, Burt & Watson
West Virginia
$125K – – –
CAL
1082
Capital Advisors Ltd
Ohio
$125K – – –
GCM
1083
Gables Capital Management
Florida
$124K -$5.52K -100 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
1084
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$123K -$193K -3,500 -61%
FCAS
1085
First Command Advisory Services
Texas
$120K +$120K +2,178 New
EBA
1086
Eagle Bay Advisors
New York
$120K +$276 +5 +0.2%
UIA
1087
Ulland Investment Advisors
Minnesota
$118K – – –
NS
1088
NBC Securities
Alabama
$118K +$118K +2,145 New
HFM
1089
Harvest Fund Management
China
$117K +$102K +1,843 +658%
DSC
1090
Duncker Streett & Co
Missouri
$114K +$221 +4 +0.2%
AA
1091
Addison Advisors
Vermont
$114K -$2.93K -53 -3%
CF
1092
Centaurus Financial
California
$113K -$111 -2 -0.1%
BCP
1093
Blue Chip Partners
Michigan
$113K +$331 +6 +0.3%
WSC
1094
Wellington Shields & Co
New York
$110K – – –
CCM
1095
CAAS Capital Management
New York
$110K +$110K +2,000 New
MIM
1096
Meridiem Investment Management
United Kingdom
$109K – – –
CFG
1097
CKW Financial Group
Hawaii
$108K – – –
GWS
1098
Glassman Wealth Services
Virginia
$107K +$883 +16 +0.8%
CAL
1099
Capital Analysts LLC
Pennsylvania
$107K +$17.7K +323 +20%
CCMI
1100
Creative Capital Management Investments
California
$105K – – –
42 43
44
45 46