CARR icon

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 %
FHB
576
First Hawaiian Bank
Hawaii
$1.26M +$76K +1,114 +6%
S
577
SignatureFD
Georgia
$1.25M +$5.87K +86 +0.5%
PP
578
Patten & Patten
Tennessee
$1.24M -$6.83K -100 -0.5%
KIA
579
Kraematon Investment Advisors
Massachusetts
$1.22M -$14K -205 -1%
AI
580
AXS Investments
New York
$1.22M -$977K -14,312 -45%
Two Sigma Investments
581
Two Sigma Investments
New York
$1.21M -$19.2K -281 -2%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$2.12K +31 +0.2%
VSQM
583
V-Square Quantitative Management
Illinois
$1.2M +$23.6K +346 +2%
CIA
584
Cascade Investment Advisors
Oregon
$1.2M +$20.5K +300 +2%
HFBOT
585
Home Federal Bank of Tennessee
Tennessee
$1.19M – – –
EWA
586
EP Wealth Advisors
California
$1.18M -$306K -4,487 -21%
WDA
587
Wendell David Associates
New Hampshire
$1.17M – – –
RBC
588
Romano Brothers & Co
Illinois
$1.17M -$54.6K -800 -4%
MHIC
589
Marble Harbor Investment Counsel
Massachusetts
$1.16M – – –
PS
590
Principal Securities
Iowa
$1.15M +$650K +9,518 +129%
SFA
591
Sequoia Financial Advisors
Ohio
$1.15M +$149K +2,188 +15%
CFG
592
Citizens Financial Group
Rhode Island
$1.15M +$120K +1,765 +12%
Robeco Institutional Asset Management
593
Robeco Institutional Asset Management
Netherlands
$1.15M +$8.46K +124 +0.7%
IIM
594
Intact Investment Management
Quebec, Canada
$1.14M +$318K +4,660 +39%
DT
595
Diversified Trust
Tennessee
$1.14M -$77.7K -1,138 -6%
BFA
596
Brendel Financial Advisors
New Hampshire
$1.14M +$85.1K +1,247 +8%
LOAMU
597
Lombard Odier Asset Management (USA)
New York
$1.13M +$1.13M +16,570 New
ASN
598
Advisory Services Network
Georgia
$1.13M +$149K +2,177 +15%
WPW
599
Waldron Private Wealth
Pennsylvania
$1.13M +$536K +7,854 +91%
GI
600
GLOBALT Investments
Georgia
$1.13M -$16.3K -239 -1%
22 23
24
25 26