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Carrier Global
CARR

Overview Fund Activity

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
4
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$943M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$147M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$68.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$6.52M -$75.1K -1,307 -1%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$6.47M +$4.94M +86,073 +324%
Pathstone Holdings
228
Pathstone Holdings
New Jersey
$6.47M +$6.47M +111,868 New
MOACM
229
Mutual of America Capital Management
New York
$6.47M -$284K -4,936 -4%
AAF
230
Andra AP-fonden
Sweden
$6.44M -$2.84M -49,400 -31%
DADC
231
D.A. Davidson & Co
Montana
$6.44M +$96.5K +1,679 +2%
FAF
232
Fjarde Ap-fonden
Sweden
$6.43M -$2.74M -47,700 -30%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$6.41M -$150K -2,615 -2%
ProShare Advisors
234
ProShare Advisors
Maryland
$6.35M -$593K -10,325 -9%
TRCT
235
Tower Research Capital (TRC)
New York
$6.33M +$2.76M +48,015 +77%
William Blair & Company
236
William Blair & Company
Illinois
$6.32M +$2.28M +39,613 +56%
GGI
237
GPM Growth Investors
Michigan
$6.32M -$69.1K -1,203 -1%
CWM
238
Connecticut Wealth Management
Connecticut
$6.28M +$29.6K +515 +0.5%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$6.26M -$882K -15,348 -12%
CWM
240
CIBC World Markets
New York
$6.2M +$3.55M +61,733 +134%
X
241
Xponance
Pennsylvania
$6.17M -$1.51M -26,308 -20%
IIM
242
INTECH Investment Management
Florida
$6.09M +$2.47M +42,921 +68%
RCA
243
Riverview Capital Advisers
Massachusetts
$5.92M +$57 +1 +0%
TCM
244
Tufton Capital Management
Maryland
$5.9M -$302K -5,265 -5%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$5.86M +$743K +12,930 +15%
BG
246
Bahl & Gaynor
Ohio
$5.81M -$6.03K -105 -0.1%
CSIC
247
Clifford Swan Investment Counsel
California
$5.8M -$4.69M -81,649 -45%
LJHT
248
Laurie J. Hall Trustee
$5.77M -$16.4K -285 -0.3%
CP
249
Cumberland Partners
Ontario, Canada
$5.76M +$5.76M +100,290 New
BEAM
250
Baker Ellis Asset Management
Washington
$5.76M -$262K -4,560 -4%
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