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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 %
LIM
251
Letson Investment Management
Georgia
$5.73M +$5.73M +99,729 New
CA
252
CapWealth Advisors
Tennessee
$5.69M +$27.1K +471 +0.5%
AG
253
AIA Group
Hong Kong
$5.69M +$804K +14,003 +16%
SC
254
Sagefield Capital
Texas
$5.66M -$5.78M -100,670 -51%
CAM
255
Close Asset Management
United Kingdom
$5.63M +$23K +400 +0.4%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$5.63M -$776K -13,501 -12%
TI
257
Tidal Investments
Wisconsin
$5.58M +$182K +3,160 +3%
AIM
258
Achmea Investment Management
Netherlands
$5.55M -$2.24M -39,017 -29%
NAM
259
Nissay Asset Management
Japan
$5.55M +$128K +2,224 +2%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$5.54M +$1.18M +20,490 +27%
WAS
261
Wesleyan Assurance Society
United Kingdom
$5.53M – – –
TCM
262
Telos Capital Management
California
$5.5M -$72.1K -1,255 -1%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$5.32M -$88K -1,531 -2%
HPC
264
HM Payson & Co
Maine
$5.29M -$63.8K -1,111 -1%
RFC
265
Regions Financial Corp
Alabama
$5.27M -$555K -9,657 -10%
NIC
266
Northwest Investment Counselors
Oregon
$5.2M -$43.3K -754 -0.8%
AF
267
Advisornet Financial
Minnesota
$5.2M +$141K +2,463 +3%
PAG
268
Private Advisor Group
New Jersey
$5.16M -$87.5K -1,523 -2%
LTI
269
Laffer Tengler Investments
Tennessee
$5.1M +$225K +3,925 +5%
DC
270
Davenport & Co
Virginia
$5.06M -$180K -3,135 -3%
FT
271
Fiduciary Trust
Massachusetts
$5.05M -$186K -3,229 -4%
EI
272
Ethic Inc
New York
$5.04M -$420K -7,305 -8%
Lazard Asset Management
273
Lazard Asset Management
New York
$5.02M -$449K -7,813 -8%
Wealthfront Advisers
274
Wealthfront Advisers
California
$4.99M +$1.49M +25,995 +43%
VMPIC
275
Varma Mutual Pension Insurance Co
Finland
$4.88M +$4.88M +85,014 New
9 10
11
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