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Carrier Global
CARR

Overview Fund Activity

1,537 hedge funds and large institutions have $59.5B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+99
Holders Change %
+6.88%
% of All Funds
22.23%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.27%
New
196
Increased
507
Reduced
534
Closed
80
Calls
$725M
Puts
$704M
Net Calls
+$21.2M
Net Calls Change
-$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$703M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$202M
3
ZIG
Zurich Insurance Group
Switzerland
$130M
4
Amundi
Amundi
France
$296M
5
Capital International Investors
Capital International Investors
California
$6.82B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.32B
3
Morgan Stanley
Morgan Stanley
New York
$866M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
276
Davenport & Co
Virginia
$7.34M +$85.2K +1,058 +1%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$7.33M +$3.96M +49,231 +118%
BCB
278
Brian C. Broderick
$7.29M +$2.61M +32,414 +56%
JFG
279
Jefferies Financial Group
New York
$7.28M +$5.92M +73,600 +437%
HPC
280
HM Payson & Co
Maine
$7.27M +$25.3K +314 +0.3%
AF
281
Advisornet Financial
Minnesota
$7.05M -$143K -1,777 -2%
MJP
282
Michael J. Puzo
$7.04M +$1.67M +20,806 +31%
CAM
283
Cresset Asset Management
Illinois
$6.98M +$167K +2,077 +2%
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$6.98M +$3.65M +45,391 +110%
FT
285
Fiduciary Trust
Massachusetts
$6.83M -$157K -1,946 -2%
NIC
286
Northwest Investment Counselors
Oregon
$6.81M -$65K -807 -0.9%
Wealthfront Advisers
287
Wealthfront Advisers
California
$6.78M +$152K +1,894 +2%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$6.75M +$145K +1,802 +2%
AAS
289
Avantax Advisory Services
Texas
$6.74M +$96.1K +1,194 +1%
CP
290
Cumberland Partners
Ontario, Canada
$6.74M -$590K -7,335 -8%
CS
291
Candriam SCA
Luxembourg
$6.69M +$527K +6,553 +9%
RFC
292
Regions Financial Corp
Alabama
$6.68M -$139K -1,725 -2%
Fayez Sarofim & Co
293
Fayez Sarofim & Co
Texas
$6.66M +$6.84K +85 +0.1%
HIC
294
Hartline Investment Corp
Illinois
$6.59M +$5.79M +71,924 +720%
EMPI
295
Elo Mutual Pension Insurance
Finland
$6.58M +$998K +12,403 +18%
PAM
296
Pegasus Asset Management
New York
$6.4M -$88.7K -1,102 -1%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$6.38M +$585K +7,265 +10%
SFA
298
Souders Financial Advisors
Ohio
$6.28M -$208K -2,578 -3%
MYAM
299
Meiji Yasuda Asset Management
Japan
$6.21M +$38.1K +473 +0.6%
VPI
300
Value Partners Investments
Manitoba, Canada
$6.21M +$3.33M +35,186 +116%
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