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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 %
MYAM
301
Meiji Yasuda Asset Management
Japan
$4.19M +$116K +2,012 +3%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$4.19M +$1.07M +18,589 +34%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$4.15M -$6.92M -120,379 -62%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$4.15M -$180K -3,138 -4%
VPIM
305
Vanguard Personalized Indexing Management
California
$4.11M -$99.7K -1,735 -2%
N
306
Natixis
France
$4.11M +$4.09M +71,160 +22,238%
Rafferty Asset Management
307
Rafferty Asset Management
New York
$4.04M +$216K +3,756 +6%
SCA
308
Snowden Capital Advisors
New York
$3.98M -$76.9K -1,339 -2%
UOC
309
UBS O'Connor
Illinois
$3.98M +$3.98M +69,300 New
GIBU
310
Gulf International Bank (UK)
United Kingdom
$3.94M -$490K -8,527 -11%
PI
311
PEAK6 Investments
Illinois
$3.92M +$1.06M +18,514 +37%
WG
312
Welch Group
Alabama
$3.91M +$256K +4,457 +7%
PG
313
Patten Group
Tennessee
$3.86M -$52.6K -915 -1%
KRS
314
Kentucky Retirement Systems
Kentucky
$3.86M -$151K -2,626 -4%
SWP
315
Stratos Wealth Partners
Ohio
$3.85M +$44.7K +778 +1%
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
$3.79M +$2.13M +37,153 +129%
RBA
317
Richard Bernstein Advisors
New York
$3.79M +$3.16K +55 +0.1%
CWM
318
Circle Wealth Management
New Jersey
$3.77M -$1.44K -25 -0%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$3.72M +$69.7K +1,213 +2%
CAN
320
Cetera Advisor Networks
California
$3.71M -$168K -2,931 -4%
GCM
321
Graham Capital Management
Connecticut
$3.7M -$6.6M -114,949 -64%
CCM
322
Cohen Capital Management
California
$3.67M – – –
AAS
323
Avantax Advisory Services
Texas
$3.62M +$4.88K +85 +0.1%
CNBT
324
Canandaigua National Bank & Trust
New York
$3.6M -$39.5K -688 -1%
ANTB
325
AMG National Trust Bank
Colorado
$3.59M +$10.5K +182 +0.3%
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