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Carrier Global

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
1126
Financial Gravity Asset Management
Texas
$12.2K -$234K -787 -95%
EWM
1127
Endurance Wealth Management
Rhode Island
$12K +$118 +3 +1%
HFM
1128
Harvest Fund Management
China
$12K +$12K +280 New
FCG
1129
Financial Connections Group
California
$12K +$12K +299 New
LFG
1130
Larson Financial Group
Missouri
$11.9K +$41 +1 +0.3%
NSB
1131
Norway Savings Bank
Maine
$11.4K +$1.49K +36 +15%
FWA
1132
Freedom Wealth Alliance
Wisconsin
$11.3K +$11.3K +273 New
AA
1133
AlphaMark Advisors
Kentucky
$11K
MBFW
1134
Morton Brown Family Wealth
Pennsylvania
$10.2K
SFG
1135
Steward Financial Group
Texas
$10K +$10K +252 New
BWL
1136
Bogart Wealth LLC
Virginia
$9.42K
RA
1137
Rise Advisors
New York
$9.1K
DF
1138
DecisionPoint Financial
Arizona
$9.08K +$9.08K +220 New
PP
1139
PrairieView Partners
Minnesota
$9K
MFA
1140
McClarren Financial Advisors
Pennsylvania
$9K +$38 +1 +0.4%
FMP
1141
Financial Management Professionals
Texas
$9K +$2.46K +57 +38%
SC
1142
Schubert & Co
Texas
$8.66K +$330 +8 +4%
DJSG
1143
D.J. St. Germain
Massachusetts
$8.49K -$991 -693 -10%
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.29K +$5.43K +131 +190%
WWP
1145
WR Wealth Planners
Missouri
$8.25K
FPFS
1146
First Personal Financial Services
North Carolina
$8.25K
PFC
1147
Phocas Financial Corp
California
$8.04K +$8.04K +195 New
FPB
1148
First PREMIER Bank
South Dakota
$8K
CAS
1149
Coppell Advisory Solutions
Texas
$7.59K +$7.59K +184 New
CASC
1150
Coppell Advisory Solutions Corp
Texas
$7.59K +$7.59K +184 New