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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 %
NEWAS
601
N.E.W. Advisory Services
Wisconsin
$776K +$115 +2 +0%
TG
602
TCW Group
California
$775K +$775K +13,445 New
WA
603
Waterford Advisors
New York
$769K – – –
BRWA
604
B. Riley Wealth Advisors
Florida
$768K -$1.56M -27,100 -67%
UB
605
UMB Bank
Missouri
$765K -$30.7K -534 -4%
FCCM
606
First City Capital Management
Georgia
$763K -$6.55K -114 -0.9%
SC
607
Syon Capital
California
$762K +$455K +7,918 +148%
GFS
608
GYL Financial Synergies
Connecticut
$761K -$15.9K -277 -2%
IIM
609
InTrack Investment Management
Vermont
$759K -$52.1K -906 -6%
MFIM
610
Mesirow Financial Investment Management
Illinois
$751K +$751K +13,075 New
CC
611
Chicago Capital
Illinois
$751K – – –
HA
612
Harbor Advisors
Florida
$747K +$321K +5,589 +75%
CT
613
Cambridge Trust
Massachusetts
$746K -$5.17K -90 -0.7%
BFA
614
Benedict Financial Advisors
Georgia
$745K +$1.15K +20 +0.2%
CLOS
615
Compagnie Lombard Odier SCmA
Switzerland
$741K – – –
VFA
616
Valeo Financial Advisors
Indiana
$738K +$130K +2,261 +21%
KWM
617
Kingsview Wealth Management
Oregon
$738K -$29.2K -509 -4%
MIC
618
Means Investment Company
Maine
$736K +$115 +2 +0%
CWP
619
Curated Wealth Partners
California
$735K -$70.3K -1,224 -9%
AOI
620
Auto-Owners Insurance
Michigan
$735K – – –
VA
621
Vident Advisory
Georgia
$730K +$109K +1,894 +18%
WAM
622
Werlinich Asset Management
Connecticut
$728K -$29.2K -506 -4%
PCM
623
Penserra Capital Management
California
$727K -$130K -2,275 -15%
BFA
624
Bragg Financial Advisors
North Carolina
$723K +$12.8K +223 +2%
SPA
625
Sherbrooke Park Advisers
New York
$720K +$720K +12,540 New
23 24
25
26 27