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Carrier Global
CARR

Overview Fund Activity

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

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 %
BAM
1276
Byrne Asset Management
New Jersey
$4K -$4.78K -80 -54%
AWM
1277
Atticus Wealth Management
Florida
$3.86K – – –
PPC
1278
Park Place Capital
Alabama
$3.81K +$1.93K +35 +103%
IPW
1279
Impact Partnership Wealth
Georgia
$3.31K +$3.31K +60 New
DFA
1280
DHJJ Financial Advisors
Illinois
$3.26K +$3.26K +59 New
FFL
1281
Financial Freedom LLC
Ohio
$3.05K – – –
SC
1282
Sawyer & Company
Massachusetts
$3K – – –
PP
1283
PFS Partners
New Jersey
$2.85K +$55 +1 +2%
LFASL
1284
Lugano Financial Advisors SA (LFA)
Switzerland
$2.76K -$49.1K -890 -95%
PCFFS
1285
Pacific Center for Financial Services
California
$2.76K – – –
NCM
1286
Northwest Capital Management
Oregon
$2.59K – – –
TCM
1287
TD Capital Management
Tennessee
$2.21K – – –
WPA
1288
West Paces Advisors
Georgia
$2.21K – – –
OAJ
1289
Ogorek Anthony Joseph
New York
$2K – – –
ETC
1290
Exchange Traded Concepts
Oklahoma
$1.88K -$426K -7,723 -100%
WWM
1291
Wolff Wiese Magana
California
$1.77K – – –
TCA
1292
Trifecta Capital Advisors
Illinois
$1.71K – – –
ECM
1293
Everence Capital Management
Indiana
$1.62K +$370 +6,700 +29%
BWL
1294
Bogart Wealth LLC
Virginia
$1.55K – – –
GWM
1295
Guardian Wealth Management
Illinois
$1.37K – – –
HWM
1296
HighMark Wealth Management
Minnesota
$1.1K – – –
PCTC
1297
Perkins Coie Trust Company
Washington
$1.05K +$1.05K +19 New
TFA
1298
Transamerica Financial Advisors
Florida
$1K – – –
HFS
1299
HBC Financial Services
Washington
$1K – – –
AW
1300
Avion Wealth
Texas
$1K +$613 +19 +158%
50 51
52
53 54