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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 %
UCFA
426
United Capital Financial Advisors
Texas
$2.93M +$29.9K +371 +1%
NA
427
NewEdge Advisors
Louisiana
$2.91M +$95.6K +1,188 +3%
RJT
428
Raymond James Trust
Florida
$2.87M +$240K +2,982 +9%
MCM
429
MAI Capital Management
Ohio
$2.83M -$204K -2,538 -7%
NB
430
Norinchukin Bank
Japan
$2.81M +$415K +5,156 +17%
WT
431
Whittier Trust
California
$2.81M -$6.6K -82 -0.2%
LDB
432
Lee, Danner & Bass
Tennessee
$2.8M -$47.8K -594 -2%
Lazard Asset Management
433
Lazard Asset Management
New York
$2.8M -$2.58K -32 -0.1%
WSFS
434
Wilmington Savings Fund Society
Delaware
$2.79M +$2.06M +25,594 +281%
Bank Julius Baer & Co
435
Bank Julius Baer & Co
Switzerland
$2.73M +$11.7K +123 +0.4%
MGP
436
Metis Global Partners
California
$2.72M -$3.86K -48 -0.1%
DFA
437
Delta Financial Advisors
Louisiana
$2.72M +$13K +162 +0.5%
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68M -$4.35K -54 -0.2%
PGIM
439
Pacific Global Investment Management
California
$2.66M -$1.29K -16 -0%
BMSSC
440
B. Metzler seel. Sohn & Co
Germany
$2.64M +$186K +2,312 +8%
Envestnet Portfolio Solutions
441
Envestnet Portfolio Solutions
Illinois
$2.63M -$3.78K -47 -0.1%
BSAM
442
Blue Square Asset Management
New York
$2.62M -$5.39K -67 -0.2%
AI
443
AXS Investments
New York
$2.59M +$1.05M +13,009 +68%
CAM
444
ClariVest Asset Management
California
$2.58M – – –
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$2.56M -$209K -2,600 -8%
CCP
446
Cunning Capital Partners
North Carolina
$2.56M – – –
HWM
447
HB Wealth Management
Georgia
$2.55M +$135K +1,678 +6%
TIAA Trust, National Association
448
TIAA Trust, National Association
North Carolina
$2.54M -$217K -2,700 -8%
CIA
449
Concurrent Investment Advisors
Florida
$2.53M +$65.7K +816 +3%
TWC
450
TD Waterhouse Canada
Ontario, Canada
$2.52M +$95.1K +1,200 +4%
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