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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 %
ACP
1276
Arcus Capital Partners
Georgia
– – -1,313 Closed
EC
1277
Elequin Capital
New York
– – -904 Closed
PFA
1278
Pathway Financial Advisers
Indiana
– – -868 Closed
ACM
1279
Aquatic Capital Management
Illinois
– – -700 Closed
ZIG
1280
Zullo Investment Group
Pennsylvania
– – -645 Closed
MWM
1281
MinichMacGregor Wealth Management
New York
– – -644 Closed
OWA
1282
One Wealth Advisors
California
– – -532 Closed
VWM
1283
Valley Wealth Managers
New Jersey
– – -500 Closed
AWM
1284
Accurate Wealth Management
Florida
– – -413 Closed
NSB
1285
Norway Savings Bank
Maine
– – -276 Closed
FWA
1286
Freedom Wealth Alliance
Wisconsin
– – -273 Closed
PFC
1287
Phocas Financial Corp
California
– – -195 Closed
CAS
1288
Coppell Advisory Solutions
Texas
– – -184 Closed
CASC
1289
Coppell Advisory Solutions Corp
Texas
– – -184 Closed
AF
1290
Affiance Financial
Minnesota
– – -150 Closed
MSCM
1291
McElhenny Sheffield Capital Management
Texas
– – -127 Closed
CA
1292
Corrado Advisors
New Jersey
– – -122 Closed
HNWAG
1293
High Net Worth Advisory Group
Florida
– – -100 Closed
BHWM
1294
Beaird Harris Wealth Management
Texas
– – -100 Closed
MPCL
1295
My Personal CFO LLC
Washington
– – -93 Closed
EE
1296
EWG Elevate
California
– – -71 Closed
SC
1297
Sierra Capital
Florida
– – -35 Closed
TFGT
1298
TS Financial Group (TSFG)
Illinois
– – -18 Closed
BA
1299
Bellwether Advisors
Nebraska
– – -4 Closed
GCP
1300
Garda Capital Partners
Minnesota
– – – –
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