CARR icon

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 %
SOW
1351
State of Wyoming
Wyoming
– -$128K -2,570 Closed
RI
1352
Ridgewood Investments
New Jersey
– -$126K -2,528 Closed
CA
1353
Crewe Advisors
Utah
– -$102K -2,050 Closed
CFO
1354
CVA Family Office
Colorado
– -$83.9K -1,687 Closed
CCP
1355
Carmel Capital Partners
California
– -$74.6K -1,500 Closed
TFP
1356
Tilia Fiduciary Partners
North Carolina
– -$63.8K -1,283 Closed
SSG
1357
Summit Securities Group
New York
– -$54K -1,091 Closed
PIAS
1358
PCA Investment Advisory Services
Ohio
– -$49.8K -1,002 Closed
FCM
1359
Firsthand Capital Management
California
– -$49.7K -1,000 Closed
BAM
1360
Bosun Asset Management
Illinois
– -$49.7K -1,000 Closed
WP
1361
WealthPLAN Partners
Nebraska
– -$31.4K -631 Closed
AT
1362
Avalon Trust
New Mexico
– -$27.1K -545 Closed
TAIM
1363
TD Ameritrade Investment Management
Nebraska
– -$22K -441 Closed
DI
1364
Disciplined Investments
Oklahoma
– -$18.4K -370 Closed
FBC
1365
Fairfield, Bush & Co
Connecticut
– -$17K -342 Closed
AA
1366
AlphaMark Advisors
Kentucky
– -$13K -255 Closed
AFG
1367
Albion Financial Group
Utah
– -$9.94K -200 Closed
IGWM
1368
ICA Group Wealth Management
Colorado
– -$6.76K -136 Closed
ARS
1369
Adirondack Retirement Specialists
New York
– -$1.99K -40 Closed
MAM
1370
Marquette Asset Management
Minnesota
– -$1.84K -37 Closed
IRC
1371
Investors Research Corp
Georgia
– -$1.74K -35 Closed
IA
1372
IFS Advisors
Kansas
– -$1.54K -31 Closed
AP
1373
Arlington Partners
Alabama
– -$1.39K -28 Closed
SWM
1374
Sanctuary Wealth Management
Idaho
– -$1.39K -28 Closed
51 52 53 54
55