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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 %
CHC
576
City Holding Co
West Virginia
$852K -$41.9K -729 -5%
IIA
577
ICW Investment Advisors
Arizona
$846K +$17.1K +297 +2%
TCOT
578
Trust Company of Toledo
Ohio
$843K -$8.1K -141 -1%
FI
579
Fractal Investments
Connecticut
$840K -$108K -1,887 -11%
HI
580
Horizon Investments
North Carolina
$839K +$96.7K +1,683 +13%
TW
581
TrinityPoint Wealth
Connecticut
$837K -$26.5K -462 -3%
PIM
582
Penobscot Investment Management
Massachusetts
$837K +$2.87K +50 +0.3%
EM
583
ELCO Management
New York
$836K +$1.32K +23 +0.2%
AAM
584
AR Asset Management
California
$827K – – –
WI
585
Wahed Invest
New York
$817K +$60.3K +1,049 +8%
SC
586
Scotia Capital
Ontario, Canada
$816K -$7.81K -136 -0.9%
PCIA
587
Prime Capital Investment Advisors
Kansas
$811K +$494K +8,603 +156%
BFA
588
Brendel Financial Advisors
New Hampshire
$809K – – –
QI
589
Qtron Investments
Massachusetts
$802K – – –
EGM
590
Engineers Gate Manager
New York
$802K +$524K +9,125 +189%
EM
591
Excalibur Management
Massachusetts
$798K +$60.8K +1,058 +8%
AWM
592
Axxcess Wealth Management
California
$793K +$275K +4,792 +53%
FM
593
Foster & Motley
Ohio
$792K -$42.2K -735 -5%
RPC
594
Rossmore Private Capital
Connecticut
$791K – – –
CAG
595
Crestwood Advisors Group
Massachusetts
$791K +$186K +3,238 +31%
1WM
596
1858 Wealth Management
Ohio
$790K +$790K +13,756 New
LNC
597
Lincoln National Corp
Pennsylvania
$789K +$16.1K +280 +2%
IGGA
598
Iron Gate Global Advisors
Utah
$788K -$1.26K -22 -0.2%
ASN
599
Advisory Services Network
Georgia
$781K -$177K -3,081 -18%
VBCG
600
Valley Brook Capital Group
Pennsylvania
$777K -$15.8K -275 -2%
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