The cluster is dominated by small asset managers making routine allocation adjustments — no high-conviction signal. Monitor next 13F for larger active managers or hedge funds to confirm a broader thesis shift. The 45-day lag means these positions may already be unwound.
Executive Summary
A cluster of 5 institutional asset managers accumulated $5.0M in new CARR positions during Q3 2026, led by Robeco (doubled its stake with a $4.1M increase), while 2 managers trimmed $1.7M. The net $3.3M inflow is modest and the 45-day reporting lag limits timeliness. No activist or catalyst is evident — the moves appear to be routine portfolio rebalancing by smaller asset managers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | DOUBLED | +264.8% | $6.4M | $4.1M |
| Abn Amro Investment Solutions | ADD | +57.9% | $4.8M | $731.0K |
| Hb Wealth Management | ADD | +52.2% | $4.0M | $480.0K |
| Farther Finance Advisors | ADD | +33.7% | $1.6M | -$431.00 |
| Assenagon Asset Management | ADD | +28.7% | $8.1M | -$318.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -29% | $2.7M | -$1.2M |
| Prime Capital Investment Advisors | TRIM | -25.4% | $1.1M | -$470.0K |
Key Facts
- 5 institutional buyers added a net $5.0M in CARR positions during Q3 2026
- Robeco Institutional Asset Management doubled its stake (+264.8% shares, +$4.1M value)
- 2 sellers trimmed $1.7M, led by TD Waterhouse Canada (-29% shares, -$1.2M)
- All participants are asset managers — no activist, hedge fund, or family office involvement
- Aggregate net inflow of ~$3.3M is small relative to CARR's ~$60B market cap
Financial Impact
5 institutions accumulated $5.0M in new positions while 2 reduced holdings by $1.7M, for a net institutional inflow of approximately $3.3M
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed
- All participants are passive-style asset managers, not high-conviction activists or hedge funds
- Net dollar inflow is immaterial relative to CARR's market cap
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CARR-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $56.24 | awaiting T+60 | awaiting T+60 | No price |
Jul 28, 2026 13w ago | S-3ASR | $59.92 $56.48 | ▼ −5.74% | ▼ −10.47% | No price |
Jul 28, 2026 13w ago | 8-K | $63.16 $56.47 | ▼ −10.59% | ▼ −14.94% | No price |
Jul 27, 2026 13w ago | Press Release | $69.33 $55.21 | ▼ −20.37% | ▼ −24.07% | No price |
Apr 30, 2026 25w ago | 8-K | $66.97 $68.88 | ▲ +2.86% | ▲ +0.04% | No price |
Mar 3, 2026 34w ago | DEFA14A | $61.16 $64.51 | ▲ +5.48% | ▼ −4.83% | No price |
Feb 28, 2026 34w ago | Institutional Cluster | $63.83 $64.89 | ▲ +1.67% | ▼ −7.66% | No price |
US Market Status
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