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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 %
FNBT
451
FineMark National Bank & Trust
Florida
$1.66M +$9.25K +161 +0.6%
FAIM
452
Financial Advocates Investment Management
Washington
$1.66M -$8.27K -144 -0.5%
EC
453
Estate Counselors
Wisconsin
$1.66M – – –
HAG
454
HighPoint Advisor Group
Illinois
$1.64M +$1.64M +28,603 New
GIM
455
Goelzer Investment Management
Indiana
$1.59M – – –
GC
456
Guggenheim Capital
Illinois
$1.59M +$140K +2,434 +10%
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$1.58M +$56K +975 +4%
VHAM
458
Van Hulzen Asset Management
California
$1.57M +$247K +4,300 +19%
MC
459
Moors & Cabot
Massachusetts
$1.55M -$55.3K -962 -3%
PWP
460
Principle Wealth Partners
Connecticut
$1.54M +$3.45K +60 +0.2%
USAA
461
United Services Automobile Association
Texas
$1.54M +$129K +2,244 +9%
SSWM
462
Smith Salley Wealth Management
North Carolina
$1.53M +$1.53M +26,718 New
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M +$6.89K +120 +0.5%
CTC
464
Central Trust Company
Missouri
$1.5M -$2.07K -36 -0.1%
Credit Agricole
465
Credit Agricole
France
$1.5M +$1.05M +18,262 +232%
NSEDCP
466
NJ State Employees Deferred Compensation Plan
New Jersey
$1.49M – – –
ECM
467
Everence Capital Management
Indiana
$1.49M -$203K -3,530 -12%
BEI
468
Benjamin Edwards Inc
Missouri
$1.49M +$34.3K +596 +2%
SCTC
469
Sanibel Captiva Trust Company
Florida
$1.48M +$1.48M +25,807 New
SAI
470
Systematic Alpha Investments
New Jersey
$1.48M – – –
RBC
471
Romano Brothers & Co
Illinois
$1.46M -$28.4K -495 -2%
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$1.45M +$148K +2,576 +11%
VPI
473
Value Partners Investments
Manitoba, Canada
$1.45M +$1.45M +25,119 New
JIC
474
Johnson Investment Counsel
Ohio
$1.44M -$110K -1,916 -7%
NA
475
NewEdge Advisors
Louisiana
$1.44M -$726K -12,811 -33%
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