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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 %
VSQM
626
V-Square Quantitative Management
Illinois
$719K +$211K +3,670 +42%
CWP
627
Core Wealth Partners
California
$716K -$16.9K -295 -2%
WB
628
Webster Bank
Connecticut
$713K +$5.75K +100 +0.8%
QCG
629
Quadrant Capital Group
Ohio
$712K +$84.6K +1,472 +13%
GM
630
GeoWealth Management
Illinois
$698K +$698K +12,148 New
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$696K +$13K +227 +2%
CAM
632
Columbia Asset Management
Michigan
$690K – – –
LOAMS
633
Lombard Odier Asset Management (Switzerland)
Switzerland
$688K -$3.12M -54,230 -82%
GA
634
Geller Advisors
New York
$688K -$11.4K -197 -2%
MM
635
Meridian Management
Arkansas
$688K +$6.67K +119 +1%
NIM
636
NEOS Investment Management
Connecticut
$682K +$169K +2,934 +33%
JWCA
637
J.W. Cole Advisors
Florida
$681K +$109K +1,897 +19%
SIA
638
Soltis Investment Advisors
Utah
$681K +$8.22K +143 +1%
FC
639
Forte Capital
New York
$678K -$3.79K -66 -0.6%
VVP
640
Venture Visionary Partners
Ohio
$673K +$172 +3 +0%
ACM
641
Allred Capital Management
Texas
$669K -$115 -2 -0%
FCH
642
Freestone Capital Holdings
Washington
$663K -$632 -11 -0.1%
BOH
643
Bank of Hawaii
Hawaii
$663K -$235K -4,099 -26%
VT
644
Vise Technologies
New York
$659K +$659K +11,464 New
JWBC
645
J.W. Burns & Co
New York
$655K -$5.75K -100 -0.9%
PCS
646
Personal CFO Solutions
New Jersey
$652K -$23.6K -411 -3%
LC
647
Lindbrook Capital
California
$649K -$14.7K -255 -2%
GIM
648
Groesbeck Investment Management
New Jersey
$649K – – –
AM
649
AGF Management
Ontario, Canada
$646K +$646K +11,249 New
AC
650
Avestar Capital
New York
$645K +$43.7K +761 +7%
24 25
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