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Carrier Global

1,304 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, 496 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.79%
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
496
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1251
Focused Wealth Management
New York
$9.38K
AWM
1252
Abound Wealth Management
Tennessee
$9.12K -$773 -14 -8%
Kayne Anderson Rudnick Investment Management
1253
Kayne Anderson Rudnick Investment Management
California
$8.72K
MAWCM
1254
Mine & Arao Wealth Creation & Management
California
$8.28K
LOIP
1255
Live Oak Investment Partners
Texas
$8.28K -$7.46K
OP
1256
ORG Partners
Indiana
$8.28K
CAS
1257
Coppell Advisory Solutions
Texas
$7.59K -$41.3K -1,000 -84%
TIM
1258
Thompson Investment Management
Wisconsin
$7.4K
FFA
1259
Fairfield Financial Advisors
Massachusetts
$7.02K
TJHA
1260
Thomas J. Herzfeld Advisors
Florida
$7.01K
LF
1261
Lee Financial
Texas
$6.68K +$6.68K +121 New
SR
1262
Syntax Research
Florida
$6.51K +$6.51K +118 New
GJIA
1263
Glass Jacobson Investment Advisors
Maryland
$6.04K -$1.33K -24 -18%
HIIFS
1264
Harel Insurance Investments & Financial Services
Israel
$6K
PCA
1265
Providence Capital Advisors
North Carolina
$5.96K
RL
1266
Rogco LP
Oklahoma
$5.52K +$5.52K +100 New
WPWM
1267
Western Pacific Wealth Management
Illinois
$5.47K
Legacy Financial Group (Iowa)
1268
Legacy Financial Group (Iowa)
Iowa
$5.47K +$5.47K +99 New
PWMG
1269
Provence Wealth Management Group
California
$5.35K +$5.35K +97 New
TSWM
1270
Tyler-Stone Wealth Management
Ohio
$5K
ME
1271
McIlrath & Eck
Washington
$4.97K
TFA
1272
Toth Financial Advisory
Virginia
$4.97K
FGA
1273
Fortis Group Advisors
New Jersey
$4.2K +$4.2K +76 New
ITFISA
1274
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.14K +$4.14K +75 New
GFPC
1275
Global Financial Private Client
Florida
$4.04K