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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 %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$3.52M -$376K -6,539 -10%
ACM
327
Advisors Capital Management
New Jersey
$3.46M +$613K +10,676 +22%
JC
328
JB Capital
Connecticut
$3.4M +$517 +9 +0%
SF
329
Synovus Financial
Georgia
$3.4M -$919K -15,998 -21%
NB
330
NBT Bank
New York
$3.37M +$57.3K +997 +2%
TVWM
331
Tower View Wealth Management
Wisconsin
$3.37M +$159K +2,769 +5%
MHS
332
M Holdings Securities
Oregon
$3.36M +$3.36M +58,502 New
BBHC
333
Brown Brothers Harriman & Co
New York
$3.36M -$323K -5,626 -9%
CK
334
Cohen Klingenstein
New York
$3.33M – – –
CW
335
Connectus Wealth
Ohio
$3.32M -$29.6K -514 -0.9%
DILIC
336
Dai-ichi Life Insurance Company
Japan
$3.32M +$1.41M +24,625 +74%
EWM
337
Evercore Wealth Management
New York
$3.32M -$27K -470 -0.8%
PCH
338
Polar Capital Holdings
United Kingdom
$3.27M +$3.27M +57,000 New
KHLMTHM
339
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.26M +$3.26M +56,669 New
LSV Asset Management
340
LSV Asset Management
Illinois
$3.26M – – –
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
$3.24M -$33.7K -587 -1%
HNB
342
Huntington National Bank
Ohio
$3.24M -$72.7K -1,266 -2%
JPMIA
343
J.P. Marvel Investment Advisors
Massachusetts
$3.23M -$12.1K -210 -0.4%
CAM
344
Cresset Asset Management
Illinois
$3.23M -$34.3K -596 -1%
DCM
345
Delta Capital Management
New Jersey
$3.22M -$4.02K -70 -0.1%
HAM
346
Harmony Asset Management
Arizona
$3.21M +$3.21M +55,797 New
DWA
347
Douglass Winthrop Advisors
New York
$3.18M -$193K -3,361 -6%
QCM
348
QRG Capital Management
Illinois
$3.16M +$239K +4,167 +8%
American Century Companies
349
American Century Companies
Missouri
$3.14M -$312K -5,433 -9%
SG Americas Securities
350
SG Americas Securities
New York
$3.1M +$1.42M +24,741 +84%
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