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Carrier Global
CARR

Overview Fund Activity

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$172M
3
Artisan Partners
Artisan Partners
Wisconsin
+$166M
4
BlackRock
BlackRock
New York
+$151M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Capital International Investors
Capital International Investors
California
-$677M
3
Capital World Investors
Capital World Investors
California
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$162M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
451
&Partners
Tennessee
$2.39M +$1.61M +23,209 +205%
WT
452
Whittier Trust
California
$2.38M +$4.3K +63 +0.2%
LDB
453
Lee, Danner & Bass
Tennessee
$2.38M +$1.09K +16 +0%
WSFS
454
Wilmington Savings Fund Society
Delaware
$2.36M -$7.44K -109 -0.3%
BCI
455
Brinker Capital Investments
Pennsylvania
$2.36M -$397K -5,810 -14%
OPS
456
Orion Portfolio Solutions
Nebraska
$2.36M -$397K -5,810 -14%
MGP
457
Metis Global Partners
California
$2.35M +$36.2K +530 +2%
TWC
458
TD Waterhouse Canada
Ontario, Canada
$2.33M +$155K +2,274 +7%
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$2.32M +$85K +1,245 +4%
DFA
460
Delta Financial Advisors
Louisiana
$2.32M +$10.1K +148 +0.4%
AWS
461
Atria Wealth Solutions
New York
$2.3M +$238K +3,477 +11%
BSAM
462
Blue Square Asset Management
New York
$2.29M +$68.7K +1,006 +3%
OAC
463
OMERS Administration Corp
Ontario, Canada
$2.29M +$383K +5,608 +20%
CA
464
Clearstead Advisors
Ohio
$2.27M +$197K +2,888 +10%
MMA
465
Miracle Mile Advisors
California
$2.21M +$2.21M +32,420 New
HIC
466
Hartline Investment Corp
Illinois
$2.2M -$3.39M -49,692 -61%
HWM
467
HB Wealth Management
Georgia
$2.18M +$25.3K +371 +1%
TIAA Trust, National Association
468
TIAA Trust, National Association
North Carolina
$2.18M +$25.7K +376 +1%
AIM
469
Aigen Investment Management
New York
$2.18M +$2.18M +31,913 New
CCP
470
Cunning Capital Partners
North Carolina
$2.17M – – –
EMB
471
Elefante Mark B
$2.17M +$2.17M +31,725 New
Lazard Asset Management
472
Lazard Asset Management
New York
$2.13M -$237K -3,480 -10%
SDIC
473
South Dakota Investment Council
South Dakota
$2.11M – – –
AIC
474
Aurora Investment Counsel
Georgia
$2.1M -$4.64K -68 -0.2%
PAS
475
Park Avenue Securities
New York
$2.08M +$751K +11,008 +57%
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