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Carrier Global
CARR

Overview Fund Activity

1,438 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 459 increasing their positions, 545 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+35
Holders Change %
+2.49%
% of All Funds
20.92%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
144
Increased
459
Reduced
545
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$485M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$199M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$176M
4
Citadel Advisors
Citadel Advisors
Florida
+$140M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$497M
2
BlackRock
BlackRock
New York
-$308M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$94.3M
5
Capital International Investors
Capital International Investors
California
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
426
Merit Financial Group
Georgia
$2.37M +$79.4K +1,259 +3%
SM
427
Sciencast Management
New Jersey
$2.36M +$2.36M +37,362 New
NERM
428
New England Research & Management
Illinois
$2.35M +$235K +3,725 +11%
PWM
429
Perigon Wealth Management
California
$2.32M -$18.7K -296 -0.8%
H
430
HoyleCohen
California
$2.28M +$34.3K +544 +2%
UCFA
431
United Capital Financial Advisors
Texas
$2.27M +$61.9K +982 +3%
Public Sector Pension Investment Board (PSP Investments)
432
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26M +$844K +13,385 +59%
IMRF
433
Illinois Municipal Retirement Fund
Illinois
$2.24M – – –
RIM
434
Rakuten Investment Management
Japan
$2.23M +$826K +13,064 +59%
LDB
435
Lee, Danner & Bass
Tennessee
$2.23M +$2.23M +35,374 New
NA
436
NewEdge Advisors
Louisiana
$2.21M +$66.7K +1,058 +3%
WT
437
Whittier Trust
California
$2.2M -$3.6K -57 -0.2%
Lazard Asset Management
438
Lazard Asset Management
New York
$2.19M +$2.19M +34,759 New
EOJOAM
439
E. Ohman J:or Asset Management
Sweden
$2.17M – – –
TIAA Trust, National Association
440
TIAA Trust, National Association
North Carolina
$2.16M -$4.61K -73 -0.2%
TAMH
441
Taikang Asset Management (HK)
Hong Kong
$2.14M +$189K +3,000 +10%
MGP
442
Metis Global Partners
California
$2.14M -$45.5K -721 -2%
DFA
443
Delta Financial Advisors
Louisiana
$2.12M -$8.52K -135 -0.4%
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.1M +$678K +10,744 +48%
PGIM
445
Pacific Global Investment Management
California
$2.08M +$115K +1,821 +6%
Envestnet Portfolio Solutions
446
Envestnet Portfolio Solutions
Illinois
$2.07M -$22.2K -352 -1%
RJT
447
Raymond James Trust
Florida
$2.06M -$52.7K -836 -2%
BSAM
448
Blue Square Asset Management
New York
$2.06M +$18.4K +292 +0.9%
NME
449
Notis-McConarty Edward
$2.05M +$1.01M +15,953 +97%
SC
450
Savant Capital
Illinois
$2.04M +$10.2K +162 +0.5%
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