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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 %
BWP
476
Burling Wealth Partners
Illinois
$2.04M +$2.04M +29,918 New
BCWM
477
Bartlett & Co Wealth Management
Ohio
$2.02M +$50.8K +742 +3%
CFO
478
Callan Family Office
Pennsylvania
$2.02M +$2.02M +29,572 New
NIA
479
NIA Impact Advisors
California
$1.99M +$17.1K +250 +0.9%
CA
480
Cornerstone Advisors
North Carolina
$1.99M – – –
HL
481
HeadInvest LLC
Maine
$1.99M -$34.1K -500 -2%
VHAM
482
Van Hulzen Asset Management
California
$1.98M +$20.5K +300 +1%
AAM
483
Azzad Asset Management
Virginia
$1.98M +$3K +44 +0.2%
LCM
484
Liberty Capital Management
Michigan
$1.98M +$76.3K +1,118 +4%
SCM
485
Sone Capital Management
New York
$1.98M +$1.98M +28,952 New
HIC
486
Holderness Investments Company
North Carolina
$1.97M -$9.9K -145 -0.5%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$1.97M -$47.5K -696 -2%
GT
488
Glenview Trust
Kentucky
$1.96M -$38.1K -558 -2%
EP
489
Edgestream Partners
New Jersey
$1.96M +$1.96M +28,666 New
EF
490
Empirical Finance
Pennsylvania
$1.94M -$24.1K -353 -1%
BCM
491
Barden Capital Management
Texas
$1.93M -$19.1K -280 -1%
AAM
492
Aureus Asset Management
Massachusetts
$1.92M – – –
JIC
493
Johnson Investment Counsel
Ohio
$1.91M +$299K +4,380 +19%
GIM
494
Goelzer Investment Management
Indiana
$1.88M – – –
CIA
495
Concurrent Investment Advisors
Florida
$1.87M -$276K -4,046 -13%
FNBT
496
FineMark National Bank & Trust
Florida
$1.84M -$74.4K -1,090 -4%
KA
497
Kintegral Advisory
New York
$1.83M -$85.4K -1,247 -4%
FAIM
498
Financial Advocates Investment Management
Washington
$1.83M -$90.4K -1,325 -5%
IAS
499
IMA Advisory Services
Colorado
$1.82M +$12.8K +187 +0.7%
MYLI
500
Meiji Yasuda Life Insurance
Japan
$1.81M -$67.5K -989 -4%
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