CARR icon

Carrier Global
CARR

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.34B
2
Victory Capital Management
Victory Capital Management
Texas
$171M
3
Morgan Stanley
Morgan Stanley
New York
$388M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
5
CCMG
Clark Capital Management Group
Pennsylvania
$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$10.7M
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.22B
3
Amundi
Amundi
France
$109M
4
Capital International Investors
Capital International Investors
California
$2.34B
5
Renaissance Technologies
Renaissance Technologies
New York
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
1176
Global Financial Private Client
Florida
$3.05K – – –
SC
1177
Sawyer & Company
Massachusetts
$3K – – –
TSWM
1178
Tyler-Stone Wealth Management
Ohio
$3K – – –
EE
1179
EWG Elevate
California
$2.93K +$2.93K +71 New
AWM
1180
Atticus Wealth Management
Florida
$2.89K – – –
CCM
1181
Cribstone Capital Management
Maine
$2.68K – – –
MYAM
1182
Meiji Yasuda Asset Management
Japan
$2.38K -$2 -53 -0.1%
FFL
1183
Financial Freedom LLC
Ohio
$2.25K +$2.25K +55 New
PP
1184
PFS Partners
New Jersey
$2.11K – – –
ANBT
1185
American National Bank & Trust
Texas
$2K +$273 +6 +16%
WPA
1186
West Paces Advisors
Georgia
$1.65K – – –
TCM
1187
TD Capital Management
Tennessee
$1.65K – – –
ARS
1188
Adirondack Retirement Specialists
New York
$1.65K – – –
TCWA
1189
Ten Capital Wealth Advisors
Washington
$1.53K -$742 -18 -33%
MAM
1190
Marquette Asset Management
Minnesota
$1.53K +$1.53K +37 New
IRC
1191
Investors Research Corp
Georgia
$1.44K – – –
WWM
1192
Wolff Wiese Magana
California
$1.32K – – –
TCA
1193
Trifecta Capital Advisors
Illinois
$1.28K +$1.28K +31 New
SWM
1194
Sanctuary Wealth Management
Idaho
$1.16K +$1.16K +28 New
GWM
1195
Guardian Wealth Management
Illinois
$1.01K +$40 +1 +4%
TFA
1196
Transamerica Financial Advisors
Florida
$1K -$420K -420 -100%
OAJ
1197
Ogorek Anthony Joseph
New York
$1K – – –
SC
1198
Sierra Capital
Florida
$1K – – –
TFGT
1199
TS Financial Group (TSFG)
Illinois
$1K – – –
HFS
1200
HBC Financial Services
Washington
$1K – – –
46 47
48
49 50