CARR icon

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 %
Fayez Sarofim & Co
276
Fayez Sarofim & Co
Texas
$4.82M -$89.1K -1,591 -2%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$4.77M +$653K +11,363 +16%
CGH
278
Crossmark Global Holdings
Texas
$4.76M +$322K +5,613 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.71M +$4.71M +82,048 New
KAS
280
Kestra Advisory Services
Texas
$4.64M +$68K +1,183 +1%
FCT
281
Family Capital Trust
Massachusetts
$4.64M -$7.35K -128 -0.2%
DZ Bank
282
DZ Bank
Germany
$4.59M +$1.1M +19,179 +32%
PAM
283
Pegasus Asset Management
New York
$4.56M +$57.1K +994 +1%
FWCM
284
Ferguson Wellman Capital Management
Oregon
$4.51M -$181K -3,156 -4%
CS
285
Candriam SCA
Luxembourg
$4.5M +$164K +2,847 +4%
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$4.44M -$64.7M -1,126,499 -94%
SFA
287
Souders Financial Advisors
Ohio
$4.41M +$50.7K +882 +1%
GHAM
288
Gilman Hill Asset Management
Connecticut
$4.38M -$40.8K -710 -0.9%
Cerity Partners
289
Cerity Partners
New York
$4.36M +$1.34M +23,346 +44%
SI
290
Stephens Inc
Arkansas
$4.35M -$1.9M -33,026 -30%
PCM
291
Parsons Capital Management
Rhode Island
$4.34M -$30.3K -528 -0.7%
ClearBridge Investments
292
ClearBridge Investments
New York
$4.34M – – –
IA
293
IFP Advisors
Florida
$4.33M -$190K -3,310 -4%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$4.32M +$259K +4,512 +6%
YIH
295
Y-Intercept (HK)
Hong Kong
$4.31M +$3.77M +65,678 +708%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$4.27M +$59.2K +1,031 +1%
OCM
297
Olstein Capital Management
New York
$4.25M -$449K -7,808 -10%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$4.24M -$90.5K -1,575 -2%
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
$4.23M +$510K +8,885 +14%
EMPI
300
Elo Mutual Pension Insurance
Finland
$4.2M +$187K +3,257 +5%
10 11
12
13 14