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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
+$187M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$179M
3
ZIG
Zurich Insurance Group
Switzerland
+$130M
4
Amundi
Amundi
France
+$128M
5
Capital International Investors
Capital International Investors
California
+$112M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$177M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$157M
3
Morgan Stanley
Morgan Stanley
New York
-$118M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$104M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
326
QRG Capital Management
Illinois
$5.41M +$444K +5,512 +9%
SCM
327
Sandler Capital Management
New York
$5.39M +$5.39M +67,000 New
PG
328
Patten Group
Tennessee
$5.39M -$12.1K -150 -0.2%
RBA
329
Richard Bernstein Advisors
New York
$5.31M – – –
GIBU
330
Gulf International Bank (UK)
United Kingdom
$5.31M -$219K -2,721 -4%
OC
331
Oppenheimer & Co
New York
$5.3M +$1.07M +13,354 +25%
DP
332
Dearborn Partners
Illinois
$5.24M -$90.3K -1,122 -2%
CWM
333
Circle Wealth Management
New Jersey
$5.23M – – –
CCM
334
Cohen Capital Management
California
$5.14M – – –
TRSOTSOK
335
Teachers Retirement System of the State of Kentucky
Kentucky
$5.05M -$314K -3,898 -6%
DWP
336
Daymark Wealth Partners
Ohio
$5.04M -$78.2K -971 -2%
CL
337
Choreo LLC
Illinois
$5.03M +$584K +7,362 +13%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$5.02M +$674K +8,154 +16%
CCS
339
Concentric Capital Strategies
Connecticut
$4.98M +$281K +3,495 +6%
Nordea Investment Management
340
Nordea Investment Management
Sweden
$4.96M -$4.35K -54 -0.1%
NB
341
NBT Bank
New York
$4.88M -$251K -3,120 -5%
BCM
342
Brasada Capital Management
Texas
$4.86M +$1.2M +14,922 +33%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$4.84M +$1.74M +21,609 +56%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$4.83M -$266K -3,304 -5%
TVWM
345
Tower View Wealth Management
Wisconsin
$4.79M +$6.6K +82 +0.1%
CNBT
346
Canandaigua National Bank & Trust
New York
$4.76M -$252K -3,130 -5%
KRS
347
Kentucky Retirement Systems
Kentucky
$4.71M -$375K -4,656 -7%
Fidelity International
348
Fidelity International
Bermuda
$4.7M +$149K +1,853 +3%
CK
349
Cohen Klingenstein
New York
$4.61M – – –
HAM
350
Harmony Asset Management
Arizona
$4.59M +$1.85K +23 +0%
12 13
14
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