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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 %
QPW
526
Quantum Private Wealth
Florida
$1.59M +$17.2K +252 +1%
VWM
527
VCI Wealth Management
Missouri
$1.58M +$339K +4,966 +27%
Lido Advisors
528
Lido Advisors
California
$1.58M -$26.3K -384 -2%
WC
529
Woodstock Corp
Massachusetts
$1.57M -$24.9K -365 -2%
BIM
530
Bridges Investment Management
Nebraska
$1.57M +$1.3K +19 +0.1%
CTC
531
Central Trust Company
Missouri
$1.57M +$9.08K +133 +0.6%
LAM
532
Lakewood Asset Management
Illinois
$1.56M -$91.6K -1,342 -6%
IMCOOI
533
Investment Management Corp of Ontario (IMCO)
Canada
$1.54M -$300K -4,400 -16%
BC
534
Burney Company
Virginia
$1.54M +$8.19K +120 +0.5%
HFM
535
Hartford Financial Management
Connecticut
$1.53M +$205 +3 +0%
DWM
536
Dakota Wealth Management
Florida
$1.52M +$237K +3,478 +19%
HAIM
537
Hunter Associates Investment Management
Pennsylvania
$1.5M +$13.3K +195 +0.9%
MWM
538
Modera Wealth Management
New Jersey
$1.49M +$6.14K +90 +0.4%
GPA
539
Garrison Point Advisors
California
$1.49M – – –
FTUS
540
Flow Traders U.S.
New York
$1.49M +$1.49M +21,771 New
MAS
541
Meeder Advisory Services
Ohio
$1.48M +$4.78K +70 +0.3%
TWM
542
Trueblood Wealth Management
Ohio
$1.48M +$2.18K +32 +0.1%
GAM
543
Griffin Asset Management
New York
$1.48M +$42.7K +625 +3%
NRS
544
Neville Rodie & Shaw
New York
$1.47M +$2.12K +31 +0.1%
BHIA
545
Birch Hill Investment Advisors
Massachusetts
$1.44M -$27.3K -400 -2%
KIA
546
KCM Investment Advisors
California
$1.44M -$17.5K -256 -1%
WPC
547
Wedmont Private Capital
Pennsylvania
$1.42M +$34.5K +519 +2%
PGAM
548
Princeton Global Asset Management
New Jersey
$1.41M +$1.3M +19,018 +1,156%
SIC
549
Salem Investment Counselors
North Carolina
$1.4M -$68 -1 -0%
WI
550
Wahed Invest
New York
$1.39M -$1.02K -15 -0.1%
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