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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 %
MLIC
376
Mandatum Life Insurance Company
Finland
$2.54M -$77.8K -1,355 -3%
EP
377
Edgestream Partners
New Jersey
$2.52M +$2.52M +43,821 New
NMERB
378
New Mexico Educational Retirement Board
New Mexico
$2.49M – – –
WTC
379
WhitTier Trust Company
Nevada
$2.46M -$110K -1,922 -4%
EF
380
Empowered Funds
Pennsylvania
$2.45M +$175K +3,050 +8%
OTPPB
381
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.41M +$1.86M +32,418 +339%
B
382
Bensler
Washington
$2.4M +$2.4M +41,765 New
AI
383
Atria Investments
North Carolina
$2.38M -$196K -3,404 -8%
PA
384
Pinnacle Associates
New York
$2.34M -$12.4K -215 -0.5%
MCM
385
Monarch Capital Management
Indiana
$2.32M -$70.6K -1,225 -3%
EFS
386
Essex Financial Services
Connecticut
$2.28M -$385K -6,705 -14%
Bessemer Group
387
Bessemer Group
New Jersey
$2.28M +$49.2K +856 +2%
PI
388
PineBridge Investments
New York
$2.28M +$298K +5,185 +15%
IC
389
IEQ Capital
California
$2.25M +$106K +1,852 +5%
PP
390
Prudential plc
United Kingdom
$2.24M -$4.37K -76 -0.2%
PCM
391
Poehling Capital Management
Wisconsin
$2.24M -$18.2K -317 -0.8%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$2.22M +$103K +1,790 +5%
Teacher Retirement System of Texas
393
Teacher Retirement System of Texas
Texas
$2.21M -$1.51M -26,306 -41%
BCI
394
Brinker Capital Investments
Pennsylvania
$2.16M +$683K +12,112 +46%
OPS
395
Orion Portfolio Solutions
Nebraska
$2.16M +$683K +12,112 +46%
ACM
396
Aquatic Capital Management
Illinois
$2.1M +$2.1M +36,500 New
PWM
397
Perigon Wealth Management
California
$2.1M +$56.6K +985 +3%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$2.09M -$18.6K -324 -0.9%
BMSSC
399
B. Metzler seel. Sohn & Co
Germany
$2.09M -$53.3K -928 -2%
AHIA
400
Andrew Hill Investment Advisors
Florida
$2.08M +$2.08M +36,217 New
14 15
16
17 18