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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 %
AIM
526
AHL Investment Management
Florida
$1.1M -$9.19K -160 -0.8%
Public Sector Pension Investment Board (PSP Investments)
527
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.1M -$4.06M -70,625 -79%
SCM
528
Schnieders Capital Management
California
$1.1M -$164K -2,850 -13%
AMCA
529
Arthur M. Cohen & Associates
Illinois
$1.09M – – –
BIM
530
Bridges Investment Management
Nebraska
$1.09M – – –
RGC
531
Roberts, Glore & Co
Illinois
$1.09M – – –
LAM
532
LECAP Asset Management
United Kingdom
$1.08M +$1.08M +18,736 New
PP
533
Patten & Patten
Tennessee
$1.08M – – –
FHB
534
First Hawaiian Bank
Hawaii
$1.07M +$1.38K +24 +0.1%
AWM
535
Apollon Wealth Management
South Carolina
$1.06M +$421K +7,333 +66%
FTDI
536
First Trust Direct Indexing
Massachusetts
$1.05M +$188K +3,275 +22%
OIA
537
OneDigital Investment Advisors
Kansas
$1.05M -$66.6K -1,160 -6%
CA
538
Clearstead Advisors
Ohio
$1.05M -$1.3M -22,643 -55%
WDA
539
Wendell David Associates
New Hampshire
$1.03M +$9.42K +164 +0.9%
Lido Advisors
540
Lido Advisors
California
$1.02M +$181K +3,139 +22%
VI
541
Vestcor Inc
New Brunswick, Canada
$1.01M -$12.9K -225 -1%
FMWA
542
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$29.2K -508 -3%
BMM
543
Buffington Mohr McNeal
Idaho
$999K -$127K -2,207 -11%
SFA
544
Sequoia Financial Advisors
Ohio
$991K +$453K +7,889 +84%
MHIC
545
Marble Harbor Investment Counsel
Massachusetts
$984K +$11.5K +200 +1%
CIA
546
Cascade Investment Advisors
Oregon
$973K +$31.6K +550 +3%
Nomura Holdings
547
Nomura Holdings
Japan
$973K +$973K +16,932 New
KLC
548
Knowledge Leaders Capital
Colorado
$971K -$37.1K -646 -4%
QCM
549
Quantinno Capital Management
New York
$970K -$1.05M -18,315 -52%
HFBOT
550
Home Federal Bank of Tennessee
Tennessee
$966K -$5.75K -100 -0.6%
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