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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 %
MIS
1326
Morningstar Investment Services
Illinois
– -$881K -17,807 Closed
VAS
1327
Vestmark Advisory Solutions
Massachusetts
– -$867K -17,434 Closed
DIP
1328
Davis Investment Partners
North Carolina
– -$946K -17,301 Closed
IP
1329
Intellectus Partners
California
– -$800K -16,042 Closed
SF
1330
Symphony Financial
Texas
– -$735K -14,851 Closed
HSA
1331
Hussman Strategic Advisors
Maryland
– -$616K -12,400 Closed
WC
1332
Wexford Capital
Florida
– -$542K -10,909 Closed
BC
1333
Brookfield Corp
Ontario, Canada
– -$520K -10,470 Closed
CG
1334
Carmignac Gestion
France
– -$497K -10,000 Closed
WCM
1335
Washington Capital Management
Washington
– -$477K -9,600 Closed
LP
1336
LMR Partners
United Kingdom
– -$432K -8,683 Closed
SPA
1337
Sherbrooke Park Advisers
New York
– -$410K -8,254 Closed
VI
1338
Versor Investments
New York
– -$402K -8,085 Closed
NWMG
1339
National Wealth Management Group
Ohio
– -$464K -8,081 Closed
BHCM
1340
Boulder Hill Capital Management
New York
– -$398K -8,000 Closed
Renaissance Technologies
1341
Renaissance Technologies
New York
– -$388K -7,805 Closed
VIA
1342
Vident Investment Advisory
Georgia
– -$316K -6,348 Closed
HCM
1343
Howland Capital Management
Massachusetts
– -$292K -5,853 Closed
ECG
1344
Edge Capital Group
Georgia
– -$280K -5,631 Closed
SC
1345
Shay Capital
New York
– -$249K -5,000 Closed
SVCP
1346
Silicon Valley Capital Partners
California
– -$226K -4,545 Closed
IF
1347
Intrua Financial
Texas
– -$205K -4,116 Closed
TA
1348
Townsend & Associates
Colorado
– -$216K -4,003 Closed
LWM
1349
Liberty Wealth Management
California
– -$201K -3,118 Closed
HS
1350
Horan Securities
United States
– -$135K -2,716 Closed
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