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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.96B
2
CWG
2
C WorldWide Group
Denmark
$261M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
4
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
2
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
5
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
1201
Glen Eagle Advisors
New Jersey
$25.9K -$2.76K -50 -10%
DIP
1202
DT Investment Partners
Pennsylvania
$25.4K – – –
BCPWM
1203
Bradley & Co Private Wealth Management
Florida
$25.4K – – –
FRA
1204
Front Row Advisors
California
$24.7K -$3.31K -60 -12%
SFG
1205
Steward Financial Group
Texas
$24K – – –
FMP
1206
Financial Management Professionals
Texas
$24K +$8.2K +149 +52%
IFS
1207
Intelligent Financial Strategies
Minnesota
$23.4K -$4.09K -74 -15%
TF
1208
Tompkins Financial
New York
$22.5K +$5.52K +100 +33%
MSFP
1209
Mark Sheptoff Financial Planning
Connecticut
$22.2K -$257K -4,653 -92%
BFP
1210
Briaud Financial Planning
Texas
$22K +$22K +415 New
BAAM
1211
Baker Avenue Asset Management
California
$21.9K +$3.31K +60 +18%
EARNEST Partners
1212
EARNEST Partners
Georgia
$21.7K – – –
CFS
1213
CGC Financial Services
Oregon
$21K – – –
VCM
1214
Versant Capital Management
Arizona
$20.8K – – –
MA
1215
MCF Advisors
Kentucky
$20.7K -$5.52K -100 -21%
MIA
1216
Milestone Investment Advisors
Wisconsin
$20.4K +$20.4K +370 New
TIM
1217
Tortoise Investment Management
New York
$19.3K – – –
TLCM
1218
Twin Lakes Capital Management
California
$19.1K – – –
CMA
1219
Cedar Mountain Advisors
Oregon
$19.1K – – –
SIC
1220
SJS Investment Consulting
Ohio
$18.8K +$12.1K +219 +181%
TLA
1221
Tanglewood Legacy Advisors
Texas
$18.5K – – –
BLC
1222
Brown, Lisle/Cummings
Rhode Island
$17.9K – – –
N
1223
Natixis
France
$17.7K – – –
LFA
1224
Level Financial Advisors
New York
$17.7K – – –
AFS
1225
Annapolis Financial Services
Maryland
$17.6K – – –
47 48
49
50 51