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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 %
IG
601
ING Group
Netherlands
$1.19M +$1.19M +14,783 New
BOH
602
Bank of Hawaii
Hawaii
$1.18M +$100K +1,243 +9%
BHWM
603
Bar Harbor Wealth Management
New Hampshire
$1.18M – – –
SFA
604
Sequoia Financial Advisors
Ohio
$1.18M +$129K +1,600 +12%
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$1.17M -$20.3K -251 -2%
GI
606
GAMMA Investing
California
$1.16M +$261K +3,244 +29%
QWP
607
Quotient Wealth Partners
Texas
$1.16M -$2.74K -34 -0.2%
AAM
608
AR Asset Management
California
$1.16M – – –
SAM
609
Sawgrass Asset Management
Florida
$1.16M -$34.7K -431 -3%
EM
610
ELCO Management
New York
$1.16M -$15.1K -187 -1%
BRWA
611
B. Riley Wealth Advisors
Florida
$1.14M -$20.6K -257 -2%
CHC
612
City Holding Co
West Virginia
$1.14M -$7.89K -98 -0.7%
WS
613
Wedbush Securities
California
$1.14M +$1.53K +19 +0.1%
JWCA
614
J.W. Cole Advisors
Florida
$1.13M -$29.9K -371 -3%
TCOT
615
Trust Company of Toledo
Ohio
$1.13M -$10.1K -125 -0.9%
ECM
616
Estabrook Capital Management
New York
$1.12M -$4.03K -50 -0.4%
CIA
617
Choate Investment Advisors
Massachusetts
$1.11M -$17.8K -221 -2%
PP
618
Prudential plc
United Kingdom
$1.1M – – –
PCIA
619
Prime Capital Investment Advisors
Kansas
$1.1M -$62.7K -779 -5%
RPC
620
Rossmore Private Capital
Connecticut
$1.1M – – –
VA
621
Vident Advisory
Georgia
$1.09M -$219K -2,719 -17%
1WM
622
1858 Wealth Management
Ohio
$1.09M -$2.58K -32 -0.2%
JCM
623
Jacobi Capital Management
Pennsylvania
$1.09M +$222K +2,757 +26%
EM
624
Excalibur Management
Massachusetts
$1.09M -$38.8K -482 -3%
VBCG
625
Valley Brook Capital Group
Pennsylvania
$1.08M – – –
23 24
25
26 27