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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.88B
2
Capital World Investors
Capital World Investors
California
$4.01B
3
Capital Research Global Investors
Capital Research Global Investors
California
$4.13B
4
FMI
Fiduciary Management Inc
Wisconsin
$219M
5
BlackRock
BlackRock
New York
$3.02B

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$388K
3
PAM
PineStone Asset Management
Quebec, Canada
$55.5M
4
Invesco
Invesco
Georgia
$205M
5
CS
Credit Suisse
Switzerland
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
1176
Larson Financial Group
Missouri
$14.4K +$50 +1 +0.3%
FWA
1177
FSC Wealth Advisors
New York
$14.3K – – –
FGAM
1178
Financial Gravity Asset Management
Texas
$14.2K +$1.14K +4 +9%
FMP
1179
Financial Management Professionals
Texas
$14K -$98 -2 -0.7%
HFM
1180
Harvest Fund Management
China
$14K – – –
IWP
1181
IAG Wealth Partners
Wisconsin
$13.5K – – –
AA
1182
AlphaMark Advisors
Kentucky
$13K – – –
MIM
1183
Macroview Investment Management
Maryland
$12.3K +$12.3K +248 New
MAM
1184
Magellan Asset Management
Australia
$12.3K – – –
MBFW
1185
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
NSG
1186
Nalls Sherbakoff Group
Tennessee
$12.3K – – –
GKIM
1187
GW&K Investment Management
Massachusetts
$12K +$12K +242 New
SN
1188
Sittner & Nelson
Oregon
$11.8K -$3.03K -61 -20%
MFA
1189
McClarren Financial Advisors
Pennsylvania
$11K -$330 -7 -3%
PP
1190
PrairieView Partners
Minnesota
$11K – – –
DF
1191
DecisionPoint Financial
Arizona
$10.9K – – –
GIA
1192
GHP Investment Advisors
Colorado
$10.8K +$2.56K +46 +31%
FPB
1193
First PREMIER Bank
South Dakota
$10K – – –
WWP
1194
WR Wealth Planners
Missouri
$9.94K -$646 -13 -6%
FPFS
1195
First Personal Financial Services
North Carolina
$9.94K – – –
RDFA
1196
Ritter Daniher Financial Advisory
Ohio
$9.94K – – –
AFG
1197
Albion Financial Group
Utah
$9.94K +$9.94K +200 New
CFD
1198
Creative Financial Designs
Indiana
$9.81K – – –
IBOK
1199
Independence Bank of Kentucky
Kentucky
$9K – – –
AWM
1200
Abound Wealth Management
Tennessee
$8.9K +$3.98K +80 +81%
46 47
48
49 50