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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 %
SAM
351
Securian Asset Management
Minnesota
$3.05M -$400K -6,971 -12%
WAM
352
Westport Asset Management
Connecticut
$3.01M – – –
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$2.98M +$198K +3,446 +7%
TC
354
TwinBeech Capital
New York
$2.98M +$1.41M +24,576 +90%
AWCI
355
Alpine Woods Capital Investors
New York
$2.93M -$896K -15,589 -23%
Tudor Investment Corp
356
Tudor Investment Corp
Connecticut
$2.93M +$2.93M +51,038 New
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$2.91M -$68.9K -1,200 -2%
HIMC
358
Heritage Investors Management Corp
Maryland
$2.86M -$12.6K -220 -0.4%
Fidelity International
359
Fidelity International
Bermuda
$2.82M +$209K +3,640 +8%
BCM
360
Brasada Capital Management
Texas
$2.8M +$636K +11,075 +29%
SFI
361
Siemens Fonds Invest
Germany
$2.74M +$1.53M +26,594 +126%
GBWM
362
Granite Bay Wealth Management
New Hampshire
$2.7M -$2.3M -43,445 -46%
CAM
363
Cacti Asset Management
Georgia
$2.69M -$10.1K -175 -0.4%
Cetera Investment Advisers
364
Cetera Investment Advisers
Illinois
$2.67M +$605K +10,532 +29%
ATC
365
Argent Trust Co
Tennessee
$2.67M -$23.6K -410 -0.9%
BPA
366
Beacon Pointe Advisors
California
$2.67M +$172K +2,996 +7%
WB
367
WesBanco Bank
West Virginia
$2.65M -$136K -2,371 -5%
SAM
368
Silvercrest Asset Management
New York
$2.64M -$240K -4,180 -8%
SIG
369
Sargent Investment Group
Maryland
$2.63M -$114K -1,980 -4%
YIA
370
YHB Investment Advisors
Connecticut
$2.62M -$5.46K -95 -0.2%
CA
371
Cetera Advisors
Colorado
$2.6M +$338K +5,885 +15%
BFG
372
Bleakley Financial Group
New Jersey
$2.6M +$899K +15,645 +53%
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$2.59M -$454K -7,905 -15%
SS
374
Simplicity Solutions
Minnesota
$2.57M +$874K +15,205 +51%
NSIM
375
North Star Investment Management
Illinois
$2.55M +$1.85M +32,200 +266%
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