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Carrier Global
CARR

Overview Fund Activity

1,502 hedge funds and large institutions have $45B invested in Carrier Global in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 520 increasing their positions, 558 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
-38
Holders Change %
-2.47%
% of All Funds
20.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
123
Increased
520
Reduced
558
Closed
136
Calls
$275M
Puts
$129M
Net Calls
+$146M
Net Calls Change
+$273M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$309M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$296M
3
Brown Advisory
Brown Advisory
Maryland
+$278M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$214M
5
Squarepoint
Squarepoint
New York
+$187M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.05B
2
Capital World Investors
Capital World Investors
California
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$254M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$152M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
426
TD Waterhouse Canada
Ontario, Canada
$2.57M +$409K +6,452 +19%
NA
427
NewEdge Advisors
Louisiana
$2.55M -$30.8K -486 -1%
SFI
428
Siemens Fonds Invest
Germany
$2.54M +$33.8K +533 +1%
Robeco Institutional Asset Management
429
Robeco Institutional Asset Management
Netherlands
$2.53M +$1.46M +23,105 +137%
B
430
Bensler
Washington
$2.53M -$824 -13 -0%
PA
431
Pinnacle Associates
New York
$2.52M +$105K +1,657 +4%
MGP
432
Metis Global Partners
California
$2.51M +$334K +5,273 +15%
LA
433
Lifeworks Advisors
Michigan
$2.51M +$1.76M +27,801 +237%
JWCA
434
J.W. Cole Advisors
Florida
$2.49M +$1.57M +24,818 +172%
MSRPS
435
Maryland State Retirement & Pension System
Maryland
$2.49M -$354K -5,580 -12%
NMERB
436
New Mexico Educational Retirement Board
New Mexico
$2.47M -$63.4K -1,000 -2%
MCM
437
Monarch Capital Management
Indiana
$2.43M -$9.83K -155 -0.4%
PCM
438
Poehling Capital Management
Wisconsin
$2.42M -$19.5K -307 -0.8%
ALMGDA
439
AG2R La Mondiale Gestion d'Actifs
France
$2.41M +$2.41M +33,861 New
MFG
440
Merit Financial Group
Georgia
$2.41M -$245K -3,857 -9%
EGM
441
Engineers Gate Manager
New York
$2.4M -$9.53M -150,389 -80%
Allspring Global Investments
442
Allspring Global Investments
North Carolina
$2.4M -$64.7K -1,018 -3%
TCOV
443
Trust Company of Vermont
Vermont
$2.38M -$89.4K -1,410 -4%
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$2.34M +$97K +1,530 +4%
BCI
445
Brinker Capital Investments
Pennsylvania
$2.34M +$151K +2,375 +7%
OPS
446
Orion Portfolio Solutions
Nebraska
$2.34M +$151K +2,375 +7%
UCFA
447
United Capital Financial Advisors
Texas
$2.32M +$74.8K +1,180 +3%
CAM
448
Cresset Asset Management
Illinois
$2.32M -$137K -2,164 -6%
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$2.32M -$295K -4,579 -11%
PCH
450
Polar Capital Holdings
United Kingdom
$2.31M -$4.63M -73,000 -67%
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