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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 %
FTDI
476
First Trust Direct Indexing
Massachusetts
$2.2M +$152K +1,893 +7%
ST
477
Sabal Trust
Florida
$2.2M +$30.1K +374 +1%
PAMP
478
Polar Asset Management Partners
Ontario, Canada
$2.2M +$2.2M +27,300 New
IMCOOI
479
Investment Management Corp of Ontario (IMCO)
Canada
$2.17M +$724K +9,000 +50%
LA
480
Lifeworks Advisors
Michigan
$2.16M -$1.07M -13,321 -33%
TRCT
481
Tower Research Capital (TRC)
New York
$2.16M -$3.68M -45,753 -63%
Kovitz Investment Group Partners
482
Kovitz Investment Group Partners
Illinois
$2.15M +$1.1M +18,474 +104%
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$2.14M -$4.59K -57 -0.2%
HAG
484
HighPoint Advisor Group
Illinois
$2.14M +$45.5K +627 +2%
IAS
485
IMA Advisory Services
Colorado
$2.12M +$54.3K +675 +3%
MC
486
Moors & Cabot
Massachusetts
$2.11M -$13.5K -168 -0.6%
NSEDCP
487
NJ State Employees Deferred Compensation Plan
New Jersey
$2.09M – – –
ECM
488
Everence Capital Management
Indiana
$2.08M – – –
SAI
489
Systematic Alpha Investments
New Jersey
$2.08M – – –
SCTC
490
Sanibel Captiva Trust Company
Florida
$2.07M -$4.59K -57 -0.2%
PWP
491
Principle Wealth Partners
Connecticut
$2.05M +$48.6K +604 +2%
SCM
492
Schnieders Capital Management
California
$2.03M -$20.3K -252 -1%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2M -$175K -2,170 -8%
HI
494
Horizon Investments
North Carolina
$1.99M +$811K +10,097 +69%
Bessemer Group
495
Bessemer Group
New Jersey
$1.98M +$34.2K +425 +2%
FC
496
FORA Capital
Florida
$1.97M -$1.44M -17,835 -42%
LOAME
497
Lombard Odier Asset Management (Europe)
United Kingdom
$1.97M +$1.97M +24,435 New
LAM
498
Lakewood Asset Management
Illinois
$1.95M -$55.4K -688 -3%
LOAMS
499
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.94M +$74.8K +929 +4%
JIC
500
Johnson Investment Counsel
Ohio
$1.9M -$239K -2,965 -11%
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