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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 %
BC
476
Burney Company
Virginia
$1.42M -$134K -2,337 -9%
PAM
477
Panagora Asset Management
Massachusetts
$1.42M -$13.4K -234 -0.9%
WC
478
Woodstock Corp
Massachusetts
$1.4M -$49.1K -855 -3%
First Manhattan
479
First Manhattan
New York
$1.39M -$47.9K -833 -3%
AIM
480
Aigen Investment Management
New York
$1.39M +$1.39M +24,207 New
AI
481
AXS Investments
New York
$1.38M +$135K +2,354 +11%
HWM
482
HB Wealth Management
Georgia
$1.37M -$7.07K -123 -0.5%
PAS
483
Park Avenue Securities
New York
$1.36M +$190K +3,299 +16%
LFRG
484
Lazard Frères Gestion
France
$1.34M – – –
HFM
485
Hartford Financial Management
Connecticut
$1.34M -$19.5K -340 -1%
TWM
486
Trueblood Wealth Management
Ohio
$1.33M +$1.33M +23,157 New
CFMC
487
Curbstone Financial Management Corp
New Hampshire
$1.33M -$11.5K -200 -0.9%
Twin Tree Management
488
Twin Tree Management
Texas
$1.31M +$1.31M +22,857 New
BHIA
489
Birch Hill Investment Advisors
Massachusetts
$1.31M – – –
Squarepoint
490
Squarepoint
New York
$1.31M -$115 -2 -0%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$1.29M +$51.6K +898 +4%
NRS
492
Neville Rodie & Shaw
New York
$1.28M -$43.1K -750 -3%
KIA
493
KCM Investment Advisors
California
$1.27M -$236K -4,116 -16%
LSAG
494
Lake Street Advisors Group
New Hampshire
$1.27M -$90.2K -1,565 -7%
HWM
495
Hohimer Wealth Management
Washington
$1.26M -$60.9K -1,060 -5%
GT
496
Greenleaf Trust
Michigan
$1.26M -$87.4K -1,521 -6%
SIC
497
Salem Investment Counselors
North Carolina
$1.25M -$37.9K -658 -3%
GPA
498
Garrison Point Advisors
California
$1.24M – – –
FI
499
FJ Investments
Utah
$1.24M +$1.24M +21,573 New
QPW
500
Quantum Private Wealth
Florida
$1.24M – – –
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