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Carrier Global

1,438 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 459 increasing their positions, 545 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+35
Holders Change %
+2.49%
% of All Funds
20.92%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
144
Increased
459
Reduced
545
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
276
Hilton Capital Management
New York
$5.84M +$209K +3,310 +4%
CP
277
Cumberland Partners
Ontario, Canada
$5.74M -$825K -13,080 -13%
IIM
278
INTECH Investment Management
Florida
$5.73M -$2.23M -35,342 -28%
DC
279
Davenport & Co
Virginia
$5.68M +$164K +2,602 +3%
HPC
280
HM Payson & Co
Maine
$5.68M -$63.1K -1,000 -1%
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$5.64M +$542K +8,592 +11%
AF
282
Advisornet Financial
Minnesota
$5.63M +$4.79K +76 +0.1%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$5.62M +$443K +7,015 +9%
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$5.51M -$316K -5,012 -5%
FT
285
Fiduciary Trust
Massachusetts
$5.47M -$164K -2,596 -3%
VPIM
286
Vanguard Personalized Indexing Management
California
$5.44M +$533K +8,475 +11%
NIC
287
Northwest Investment Counselors
Oregon
$5.39M -$172K -2,727 -3%
CAM
288
Cresset Asset Management
Illinois
$5.35M +$1.59M +25,100 +42%
RFC
289
Regions Financial Corp
Alabama
$5.34M -$481K -7,626 -8%
WG
290
Welch Group
Alabama
$5.33M +$325K +5,154 +6%
Fayez Sarofim & Co
291
Fayez Sarofim & Co
Texas
$5.21M -$1.11M -17,585 -18%
AAS
292
Avantax Advisory Services
Texas
$5.21M +$1.15M +18,289 +28%
Wealthfront Advisers
293
Wealthfront Advisers
California
$5.19M -$36.8K -583 -0.7%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$5.17M +$104K +1,641 +2%
PCH
295
Polar Capital Holdings
United Kingdom
$5.11M +$568K +9,000 +13%
PAM
296
Pegasus Asset Management
New York
$5.09M +$38.4K +608 +0.8%
SFA
297
Souders Financial Advisors
Ohio
$5.08M +$95.9K +1,521 +2%
LC
298
Legacy CG
Texas
$5.04M +$709K +11,241 +16%
PI
299
PGGM Investments
Netherlands
$5.03M -$2.32M -36,795 -32%
PD
300
Point72 (DIFC)
United Arab Emirates
$5.02M +$5.02M +79,649 New