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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 %
RWPA
1176
Richard W. Paul & Associates
Michigan
$7.87K 172 -1 -0.6%
FWM
1177
Focused Wealth Management
New York
$7.75K 169 – –
Kayne Anderson Rudnick Investment Management
1178
Kayne Anderson Rudnick Investment Management
California
$7.23K 158 – –
MWC
1179
MBM Wealth Consultants
Missouri
$7K 162 – –
MAWCM
1180
Mine & Arao Wealth Creation & Management
California
$6.86K 150 – –
LOIP
1181
Live Oak Investment Partners
Texas
– – – –
GIA
1182
GHP Investment Advisors
Colorado
$6.82K 149 +149 New
IGWM
1183
ICA Group Wealth Management
Colorado
$6.5K 142 -33 -19%
TJHA
1184
Thomas J. Herzfeld Advisors
Florida
$6.5K 142 – –
TIM
1185
Thompson Investment Management
Wisconsin
$6.13K 134 +134 New
SIC
1186
SJS Investment Consulting
Ohio
$5.99K 131 +19 +17%
FFA
1187
Fairfield Financial Advisors
Massachusetts
$5.69K 126 – –
HIIFS
1188
Harel Insurance Investments & Financial Services
Israel
$5K 110 – –
PCA
1189
Providence Capital Advisors
North Carolina
$4.94K 108 – –
FGAM
1190
Financial Gravity Asset Management
Texas
$4.85K 46 +5 +12%
AWM
1191
Abound Wealth Management
Tennessee
$4.53K 99 – –
WPWM
1192
Western Pacific Wealth Management
Illinois
$4.53K 99 – –
ME
1193
McIlrath & Eck
Washington
$4.12K 90 -45 -33%
TFA
1194
Toth Financial Advisory
Virginia
$4.12K 90 – –
BWL
1195
Bogart Wealth LLC
Virginia
$3.94K 86 -142 -62%
TCWA
1196
Ten Capital Wealth Advisors
Washington
$3.84K 84 +47 +127%
GFPC
1197
Global Financial Private Client
Florida
$3.38K 74 – –
AWM
1198
Atticus Wealth Management
Florida
$3.2K 70 – –
SC
1199
Sawyer & Company
Massachusetts
$3K 61 – –
BAM
1200
Byrne Asset Management
New Jersey
$3K 67 +67 New
46 47
48
49 50