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Carrier Global
CARR

Overview Fund Activity

1,438 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 459 increasing their positions, 545 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+35
Holders Change %
+2.49%
% of All Funds
20.92%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
144
Increased
459
Reduced
545
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$485M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$199M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$176M
4
Citadel Advisors
Citadel Advisors
Florida
+$140M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$497M
2
BlackRock
BlackRock
New York
-$308M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$94.3M
5
Capital International Investors
Capital International Investors
California
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
501
Lakewood Asset Management
Illinois
$1.57M -$5.55K -88 -0.4%
USAA
502
United Services Automobile Association
Texas
$1.57M -$118K -1,863 -7%
PWP
503
Principle Wealth Partners
Connecticut
$1.57M +$4.35K +69 +0.3%
JF
504
Jump Financial
Illinois
$1.54M +$787K +12,481 +104%
Bessemer Group
505
Bessemer Group
New Jersey
$1.53M -$84.7K -1,343 -5%
WC
506
Woodstock Corp
Massachusetts
$1.5M -$33.1K -525 -2%
CG
507
Caprock Group
Idaho
$1.5M +$111K +1,762 +8%
LOAMS
508
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.46M -$33.6K -533 -2%
BIM
509
Bridges Investment Management
Nebraska
$1.45M +$103K +1,640 +8%
GT
510
Greenleaf Trust
Michigan
$1.45M +$11K +175 +0.8%
CFMC
511
Curbstone Financial Management Corp
New Hampshire
$1.44M -$12.6K -200 -0.9%
BC
512
Burney Company
Virginia
$1.44M -$66.5K -1,055 -4%
Lido Advisors
513
Lido Advisors
California
$1.44M +$134K +2,111 +10%
Squarepoint
514
Squarepoint
New York
$1.43M -$4.52M -71,704 -76%
HFM
515
Hartford Financial Management
Connecticut
$1.42M +$189 +3 +0%
TWM
516
Trueblood Wealth Management
Ohio
$1.42M +$6.88K +109 +0.5%
PRC
517
Pearl River Capital
Michigan
$1.41M +$609K +9,649 +76%
QPW
518
Quantum Private Wealth
Florida
$1.41M +$47.1K +746 +3%
IWC
519
Integrated Wealth Concepts
Massachusetts
$1.41M -$23K -365 -2%
TMAM
520
Tokio Marine Asset Management
Japan
$1.4M +$46.2K +733 +3%
QCM
521
Quantinno Capital Management
New York
$1.39M +$259K +4,113 +23%
STA
522
Summit Trail Advisors
New York
$1.38M +$288K +4,557 +26%
GPA
523
Garrison Point Advisors
California
$1.38M -$7.89K -125 -0.6%
MWM
524
Modera Wealth Management
New Jersey
$1.37M +$51K +809 +4%
XT
525
XTX Topco
Cayman Islands
$1.37M +$299K +4,747 +28%
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