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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
RWPA
1201
Richard W. Paul & Associates
Michigan
$8.55K
FWM
1202
Focused Wealth Management
New York
$8.43K +$50 +1 +0.6%
Kayne Anderson Rudnick Investment Management
1203
Kayne Anderson Rudnick Investment Management
California
$7.85K
MAWCM
1204
Mine & Arao Wealth Creation & Management
California
$7.46K
LOIP
1205
Live Oak Investment Partners
Texas
$7.46K -$6.86K
BAM
1206
Byrne Asset Management
New Jersey
$7K +$3.81K +80 +119%
OP
1207
ORG Partners
Indiana
$7K +$7K +150 New
IGWM
1208
ICA Group Wealth Management
Colorado
$6.76K -$298 -6 -4%
TIM
1209
Thompson Investment Management
Wisconsin
$6.66K
GJIA
1210
Glass Jacobson Investment Advisors
Maryland
$6.61K +$6.61K +133 New
TJHA
1211
Thomas J. Herzfeld Advisors
Florida
$6.31K -$746 -15 -11%
FFA
1212
Fairfield Financial Advisors
Massachusetts
$6.3K +$50 +1 +0.8%
SIC
1213
SJS Investment Consulting
Ohio
$6.02K -$497 -10 -8%
PCA
1214
Providence Capital Advisors
North Carolina
$5.37K
Loomis, Sayles & Company
1215
Loomis, Sayles & Company
Massachusetts
$5K -$7.64K -165 -60%
HIIFS
1216
Harel Insurance Investments & Financial Services
Israel
$5K
WPWM
1217
Western Pacific Wealth Management
Illinois
$4.92K
TFA
1218
Toth Financial Advisory
Virginia
$4.47K
ME
1219
McIlrath & Eck
Washington
$4.47K
TSWM
1220
Tyler-Stone Wealth Management
Ohio
$4K +$4K +84 New
GFPC
1221
Global Financial Private Client
Florida
$3.7K
AWM
1222
Atticus Wealth Management
Florida
$3.48K
SC
1223
Sawyer & Company
Massachusetts
$3K
FFL
1224
Financial Freedom LLC
Ohio
$2.74K
PP
1225
PFS Partners
New Jersey
$2.56K