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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 %
NED
451
Nancy E. Dempze
$2.5M +$879K +10,925 +54%
SDIC
452
South Dakota Investment Council
South Dakota
$2.48M -$94.6K -1,175 -4%
AIC
453
Aurora Investment Counsel
Georgia
$2.48M -$786K -9,768 -24%
CA
454
Clearstead Advisors
Ohio
$2.44M +$73K +907 +3%
AWS
455
Atria Wealth Solutions
New York
$2.43M -$120K -1,492 -5%
HL
456
HeadInvest LLC
Maine
$2.38M -$105K -1,305 -4%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$2.37M -$79.1K -983 -3%
GT
458
Glenview Trust
Kentucky
$2.35M -$17.8K -221 -0.8%
CA
459
Cornerstone Advisors
North Carolina
$2.34M +$113K +1,400 +5%
HIC
460
Holderness Investments Company
North Carolina
$2.34M -$18.3K -227 -0.8%
PA
461
Pinnacle Associates
New York
$2.34M +$88.1K +1,534 +4%
AAM
462
Azzad Asset Management
Virginia
$2.33M +$24.1K +300 +1%
NIA
463
NIA Impact Advisors
California
$2.33M – – –
EF
464
Empirical Finance
Pennsylvania
$2.32M +$51.8K +643 +2%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$2.32M -$254K -3,153 -10%
VHAM
466
Van Hulzen Asset Management
California
$2.31M +$23.2K +288 +1%
BCM
467
Barden Capital Management
Texas
$2.3M -$28.4K -353 -1%
FAIM
468
Financial Advocates Investment Management
Washington
$2.27M -$15.1K -187 -0.7%
AAM
469
Aureus Asset Management
Massachusetts
$2.26M -$244K -3,030 -10%
FNBT
470
FineMark National Bank & Trust
Florida
$2.26M -$3.22K -40 -0.1%
KA
471
Kintegral Advisory
New York
$2.26M -$29.5K -367 -1%
OAC
472
OMERS Administration Corp
Ontario, Canada
$2.25M – – –
LCM
473
Liberty Capital Management
Michigan
$2.25M +$25.5K +317 +1%
GIM
474
Goelzer Investment Management
Indiana
$2.22M – – –
MYLI
475
Meiji Yasuda Life Insurance
Japan
$2.22M +$112K +1,392 +5%
17 18
19
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