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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 %
TWD
1301
True Wealth Design
Ohio
$939 -$986K -17,856 -100%
TWP
1302
TFO Wealth Partners
Ohio
$895 – – –
RA
1303
Rise Advisors
New York
$862 – – –
PA
1304
PSI Advisors
Florida
$331 – – –
HWP
1305
Highline Wealth Partners
California
$167 – – –
Optiver Holding
1306
Optiver Holding
Netherlands
$55 +$55 +1 New
CET
1307
Clean Energy Transition
United Kingdom
– -$50.6M -1,017,452 Closed
CCM
1308
Causeway Capital Management
California
– -$37.5M -754,096 Closed
VRS
1309
Virginia Retirement Systems
Virginia
– -$20.8M -419,106 Closed
NIG
1310
NFJ Investment Group
Texas
– -$12.1M -243,692 Closed
CF
1311
Canoe Financial
Alberta, Canada
– -$9.95M -200,050 Closed
PG
1312
Prostatis Group
Maryland
– -$150K -149,727 Closed
KWILP
1313
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$5.04M -101,291 Closed
V
1314
Veritable
Delaware
– -$2.24M -45,060 Closed
ZIG
1315
Zurich Insurance Group
Switzerland
– -$1.76M -35,500 Closed
MHS
1316
M Holdings Securities
Oregon
– -$1.62M -32,593 Closed
SGI
1317
Summit Global Investments
Utah
– -$1.55M -31,130 Closed
SEC
1318
Seven Eight Capital
New York
– -$1.19M -24,038 Closed
SM
1319
Sciencast Management
New Jersey
– -$1.16M -23,274 Closed
ESCM
1320
Echo Street Capital Management
New York
– -$1.15M -23,217 Closed
AIM
1321
Aigen Investment Management
New York
– -$1.09M -21,971 Closed
BCM
1322
Bayesian Capital Management
New York
– -$1.02M -20,600 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1323
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$969K -19,488 Closed
CANY
1324
Caxton Associates (New York)
New York
– -$917K -18,457 Closed
SLWA
1325
San Luis Wealth Advisors
California
– -$898K -18,063 Closed
51 52
53
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