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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 %
NSG
1151
Nalls Sherbakoff Group
Tennessee
$13.5K 300 +300 New
LFG
1152
Larson Financial Group
Missouri
$13.2K 289 +2 +0.7%
FWA
1153
FSC Wealth Advisors
New York
$13.2K 288 +288 New
CAL
1154
Capital Advisors Ltd
Ohio
$13K 274 -825 -75%
EWM
1155
Endurance Wealth Management
Rhode Island
$13K 301 -3 -1%
FCG
1156
Financial Connections Group
California
$13K 299 – –
HFM
1157
Harvest Fund Management
China
$13K 280 – –
FMP
1158
Financial Management Professionals
Texas
$13K 289 +80 +38%
SC
1159
Schubert & Co
Texas
$12.6K 276 +66 +31%
IWP
1160
IAG Wealth Partners
Wisconsin
$12.4K 272 +272 New
AA
1161
AlphaMark Advisors
Kentucky
$12K 255 – –
Loomis, Sayles & Company
1162
Loomis, Sayles & Company
Massachusetts
$12K 273 +273 New
MBFW
1163
Morton Brown Family Wealth
Pennsylvania
$11.3K 247 – –
MAM
1164
Magellan Asset Management
Australia
$11.3K 247 +247 New
GWSG
1165
GPS Wealth Strategies Group
Colorado
$10.6K 233 +233 New
DF
1166
DecisionPoint Financial
Arizona
$10.1K 220 – –
PP
1167
PrairieView Partners
Minnesota
$10K 227 – –
MFA
1168
McClarren Financial Advisors
Pennsylvania
$10K 240 +1 +0.4%
WWP
1169
WR Wealth Planners
Missouri
$9.75K 213 +13 +7%
FPFS
1170
First Personal Financial Services
North Carolina
$9.15K 200 – –
JFGIW
1171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.15K 200 – –
RDFA
1172
Ritter Daniher Financial Advisory
Ohio
$9.15K 200 +200 New
FPB
1173
First PREMIER Bank
South Dakota
$9K 200 – –
CFD
1174
Creative Financial Designs
Indiana
$9K 197 +62 +46%
IBOK
1175
Independence Bank of Kentucky
Kentucky
$8.28K 181 – –
45 46
47
48 49