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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 %
TMAM
501
Tokio Marine Asset Management
Japan
$1.89M +$103K +1,283 +6%
Lido Advisors
502
Lido Advisors
California
$1.89M +$58.2K +723 +3%
WC
503
Woodstock Corp
Massachusetts
$1.89M -$32.2K -400 -2%
DZ Bank
504
DZ Bank
Germany
$1.88M -$2.25M -27,960 -55%
GT
505
Greenleaf Trust
Michigan
$1.87M +$20.6K +256 +1%
BIM
506
Bridges Investment Management
Nebraska
$1.85M – – –
QPW
507
Quantum Private Wealth
Florida
$1.85M +$56.5K +702 +3%
CTC
508
Central Trust Company
Missouri
$1.84M -$200K -2,483 -10%
CFMC
509
Curbstone Financial Management Corp
New Hampshire
$1.83M -$10.1K -126 -0.6%
Squarepoint
510
Squarepoint
New York
$1.82M -$8.45K -105 -0.5%
AWM
511
Apollon Wealth Management
South Carolina
$1.81M +$99.6K +1,238 +6%
BC
512
Burney Company
Virginia
$1.8M -$34.6K -430 -2%
HFM
513
Hartford Financial Management
Connecticut
$1.8M -$15.9K -198 -0.9%
STA
514
Summit Trail Advisors
New York
$1.76M +$5.8K +72 +0.3%
SM
515
Sciencast Management
New Jersey
$1.76M -$1.25M -15,526 -42%
GPA
516
Garrison Point Advisors
California
$1.75M -$4.83K -60 -0.3%
HAIM
517
Hunter Associates Investment Management
Pennsylvania
$1.75M +$40.1K +500 +2%
MWM
518
Modera Wealth Management
New Jersey
$1.75M – – –
EWA
519
EP Wealth Advisors
California
$1.75M +$573K +7,119 +49%
TWM
520
Trueblood Wealth Management
Ohio
$1.75M -$62.3K -774 -3%
MAS
521
Meeder Advisory Services
Ohio
$1.74M +$27.6K +343 +2%
NRS
522
Neville Rodie & Shaw
New York
$1.74M – – –
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$1.73M +$17.7K +220 +1%
BHIA
524
Birch Hill Investment Advisors
Massachusetts
$1.73M – – –
Citadel Advisors
525
Citadel Advisors
Florida
$1.73M -$177M -2,198,845 -99%
19 20
21
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