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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 %
RSWM
576
Robertson Stephens Wealth Management
California
$1.37M -$102K -1,268 -7%
WAM
577
Wolverine Asset Management
Illinois
$1.37M +$1.37M +17,000 New
MHIC
578
Marble Harbor Investment Counsel
Massachusetts
$1.36M – – –
GI
579
GLOBALT Investments
Georgia
$1.35M +$189K +2,351 +16%
Robeco Institutional Asset Management
580
Robeco Institutional Asset Management
Netherlands
$1.34M +$5.96K +74 +0.4%
TC
581
TownSquare Capital
Utah
$1.31M +$532K +6,608 +68%
RGC
582
Roberts, Glore & Co
Illinois
$1.31M -$123K -1,530 -9%
NP
583
NorthRock Partners
Minnesota
$1.31M +$32.6K +405 +3%
KWM
584
Kingsview Wealth Management
Oregon
$1.29M +$83.7K +1,040 +7%
AAM
585
Advisors Asset Management
Colorado
$1.28M +$897K +11,144 +231%
CAG
586
Crestwood Advisors Group
Massachusetts
$1.27M +$27.4K +341 +2%
BIM
587
Baldwin Investment Management
Pennsylvania
$1.27M +$805 +10 +0.1%
BFA
588
Brendel Financial Advisors
New Hampshire
$1.24M +$4.27K +53 +0.3%
IIA
589
ICW Investment Advisors
Arizona
$1.24M +$27.6K +343 +2%
BMM
590
Buffington Mohr McNeal
Idaho
$1.24M – – –
BP
591
Ballentine Partners
Massachusetts
$1.23M +$51.9K +645 +4%
WC
592
Westhampton Capital
North Carolina
$1.23M – – –
VI
593
Vestcor Inc
New Brunswick, Canada
$1.23M – – –
CCP
594
Carmel Capital Partners
California
$1.23M +$1.23M +15,225 New
PTCG
595
Pring Turner Capital Group
California
$1.22M – – –
CFG
596
Citizens Financial Group
Rhode Island
$1.22M +$8.37K +104 +0.7%
CIM
597
Caldwell Investment Management
Ontario, Canada
$1.22M +$1.22M +15,100 New
P
598
Pitcairn
Pennsylvania
$1.21M -$151K -1,872 -11%
MA
599
Montag & Associates
Georgia
$1.21M – – –
PAM
600
Panagora Asset Management
Massachusetts
$1.2M -$322 -4 -0%
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