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Carrier Global
CARR

Overview Fund Activity

1,386 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, 537 reducing their positions, and 82 closing their positions.

Holders
1,386
Holders Change
+82
Holders Change %
+6.29%
% of All Funds
20.32%
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
537
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.33B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$111M
4
BGCP
4
Bristol Gate Capital Partners
Ontario, Canada
$92.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$349M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.68B
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$729M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$262M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$4.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$262M 4,556,729 -1,185,395 -21%
Primecap Management
27
Primecap Management
California
$249M 4,337,462 -478,900 -10%
CWG
28
C WorldWide Group
Denmark
$242M 4,203,900 -520,034 -11%
Goldman Sachs
29
Goldman Sachs
New York
$238M 4,137,521 +408,298 +11%
Invesco
30
Invesco
Georgia
$235M 4,083,264 +108,337 +3%
FMI
31
Fiduciary Management Inc
Wisconsin
$228M 3,960,710 -278,746 -7%
BAM
32
Burgundy Asset Management
Ontario, Canada
$219M 3,811,233 -55,993 -1%
Impax Asset Management Group
33
Impax Asset Management Group
United Kingdom
$190M 3,306,877 +1,070,036 +48%
GCM
34
Gates Capital Management
New York
$176M 3,061,763 -474,642 -13%
Amundi
35
Amundi
France
$159M 2,799,090 -148,188 -5%
Principal Financial Group
36
Principal Financial Group
Iowa
$154M 2,673,082 -117,026 -4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$150M 2,619,285 -65,900 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$146M 2,540,468 +711,074 +39%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$146M 2,532,677 -68,097 -3%
Deutsche Bank
40
Deutsche Bank
Germany
$131M 2,288,232 +223,429 +11%
Barclays
41
Barclays
United Kingdom
$130M 2,270,518 -318,698 -12%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$123M 2,148,407 -79,132 -4%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$111M 1,933,917 +1,933,917 New
CS
44
Credit Suisse
Switzerland
$108M 1,886,348 -111,546 -6%
National Pension Service
45
National Pension Service
South Korea
$100M 1,743,296 +44,613 +3%
RJA
46
Raymond James & Associates
Florida
$99.1M 1,724,428 -163,390 -9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$98.4M 1,712,986 -238,126 -12%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$97.8M 1,701,514 -354,918 -17%
Brown Advisory
49
Brown Advisory
Maryland
$97.3M 1,692,967 -907,593 -35%
UBS Group
50
UBS Group
Switzerland
$93M 1,618,579 +774,385 +92%
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