CARR icon

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 %
LAM
501
Lakewood Asset Management
Illinois
$1.24M -$574 -10 -0%
HAIM
502
Hunter Associates Investment Management
Pennsylvania
$1.23M -$57.4K -1,000 -4%
IFU
503
iSAM Funds (UK)
United Kingdom
$1.23M +$1.23M +21,417 New
TC
504
TownSquare Capital
Utah
$1.23M -$21.8K -379 -2%
CL
505
Choreo LLC
Illinois
$1.22M +$216K +3,758 +21%
CG
506
Caprock Group
Idaho
$1.21M -$78.2K -1,357 -6%
IWC
507
Integrated Wealth Concepts
Massachusetts
$1.2M -$104K -1,803 -8%
MWM
508
Modera Wealth Management
New Jersey
$1.2M -$12.6K -220 -1%
TMAM
509
Tokio Marine Asset Management
Japan
$1.2M +$72.5K +1,262 +6%
NL
510
NWAM LLC
Washington
$1.2M -$3.42M -59,617 -74%
LCM
511
Liberty Capital Management
Michigan
$1.17M -$29.6K -516 -2%
AC
512
Abbrea Capital
California
$1.15M – – –
CIA
513
Choate Investment Advisors
Massachusetts
$1.15M -$15.3K -266 -1%
KIA
514
Kraematon Investment Advisors
Massachusetts
$1.14M -$4.37K -76 -0.4%
KA
515
Kintegral Advisory
New York
$1.14M -$7.26K -126 -0.6%
ST
516
Sabal Trust
Florida
$1.14M -$748K -13,016 -40%
VI
517
Versor Investments
New York
$1.13M +$1.13M +19,700 New
AWM
518
AE Wealth Management
Kansas
$1.13M -$977K -17,599 -46%
Focus Partners Wealth
519
Focus Partners Wealth
Massachusetts
$1.13M +$1.13M +19,576 New
IMCOOI
520
Investment Management Corp of Ontario (IMCO)
Canada
$1.12M +$1.12M +19,514 New
BFIM
521
Beese Fulmer Investment Management
Ohio
$1.12M +$10.4K +181 +0.9%
KPWS
522
Kestra Private Wealth Services
Texas
$1.11M +$84.4K +1,469 +8%
BG
523
Bollard Group
Massachusetts
$1.11M +$1.9K +33 +0.2%
GS
524
GTS Securities
New York
$1.11M +$595K +10,362 +116%
LD
525
Lipe & Dalton
New York
$1.1M +$57 +1 +0%
19 20
21
22 23