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Carrier Global
CARR

Overview Fund Activity

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$172M
3
Artisan Partners
Artisan Partners
Wisconsin
+$166M
4
BlackRock
BlackRock
New York
+$151M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Capital International Investors
Capital International Investors
California
-$677M
3
Capital World Investors
Capital World Investors
California
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$162M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
351
Legacy CG
Texas
$4.46M -$603K -8,836 -12%
GIBU
352
Gulf International Bank (UK)
United Kingdom
$4.46M -$45.2K -662 -1%
QCM
353
Quantinno Capital Management
New York
$4.44M +$1.17M +17,191 +36%
CWM
354
Circle Wealth Management
New Jersey
$4.44M – – –
Assenagon Asset Management
355
Assenagon Asset Management
Luxembourg
$4.41M -$5.78M -84,695 -57%
DP
356
Dearborn Partners
Illinois
$4.4M -$49.8K -730 -1%
CCM
357
Cohen Capital Management
California
$4.36M – – –
DWP
358
Daymark Wealth Partners
Ohio
$4.25M -$22.7K -332 -0.5%
TRSOTSOK
359
Teachers Retirement System of the State of Kentucky
Kentucky
$4.23M -$53.5K -784 -1%
CL
360
Choreo LLC
Illinois
$4.23M -$93.7K -1,373 -2%
UM
361
UniSuper Management
Australia
$4.21M +$938K +13,741 +29%
BEI
362
Benjamin Edwards Inc
Missouri
$4.2M -$412K -6,034 -9%
BCM
363
Brasada Capital Management
Texas
$4.2M +$134K +1,996 +3%
NB
364
NBT Bank
New York
$4.14M +$7.3K +107 +0.2%
TVWM
365
Tower View Wealth Management
Wisconsin
$4.14M +$79.6K +1,166 +2%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$4.08M -$17.3K -253 -0.4%
LI
367
LRI Investments
Florida
$4.01M +$20.3K +297 +0.5%
CNBT
368
Canandaigua National Bank & Trust
New York
$4M -$40.5K -593 -1%
SFA
369
Souders Financial Advisors
Ohio
$3.98M -$1.35M -19,747 -25%
HNB
370
Huntington National Bank
Ohio
$3.94M +$137K +2,007 +4%
KRS
371
Kentucky Retirement Systems
Kentucky
$3.94M -$54.2K -794 -1%
HAM
372
Harmony Asset Management
Arizona
$3.94M +$41K +601 +1%
OQS
373
Occudo Quantitative Strategies
Florida
$3.87M +$3.87M +56,657 New
CSP
374
Cary Street Partners
Virginia
$3.87M +$3.87M +56,647 New
JC
375
JB Capital
Connecticut
$3.85M +$12K +176 +0.3%
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