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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 %
WA
626
Waterford Advisors
New York
$1.08M – – –
NEWAS
627
N.E.W. Advisory Services
Wisconsin
$1.07M +$18.1K +225 +2%
SBIA
628
Sheaff Brock Investment Advisors
Indiana
$1.07M +$1.07M +13,265 New
TC
629
TwinBeech Capital
New York
$1.06M +$1.06M +13,159 New
CC
630
Chicago Capital
Illinois
$1.06M +$20K +248 +2%
UB
631
UMB Bank
Missouri
$1.06M +$16.6K +206 +2%
MFIM
632
Mesirow Financial Investment Management
Illinois
$1.06M +$3.06K +38 +0.3%
BFA
633
Bragg Financial Advisors
North Carolina
$1.06M +$33.4K +415 +3%
GFS
634
GYL Financial Synergies
Connecticut
$1.05M +$5.15K +64 +0.5%
HA
635
Harbor Advisors
Florida
$1.05M – – –
BFA
636
Benedict Financial Advisors
Georgia
$1.05M -$2.9K -36 -0.3%
OCM
637
Olstein Capital Management
New York
$1.05M -$2.66M -33,000 -72%
MIC
638
Means Investment Company
Maine
$1.04M +$26K +323 +3%
GM
639
GeoWealth Management
Illinois
$1.04M +$17.5K +218 +2%
CWP
640
Curated Wealth Partners
California
$1.03M – – –
AOI
641
Auto-Owners Insurance
Michigan
$1.03M – – –
SIA
642
Soltis Investment Advisors
Utah
$1.02M +$49.5K +615 +5%
SPC
643
Sigma Planning Corp
Michigan
$1.02M +$44.2K +549 +5%
CI
644
CX Institutional
Indiana
$1.02M +$6.2K +77 +0.6%
TBA
645
Tower Bridge Advisors
Pennsylvania
$1.02M – – –
WAM
646
Werlinich Asset Management
Connecticut
$1.01M – – –
EHC
647
Everett Harris & Co
California
$1.01M – – –
MM
648
Meridian Management
Arkansas
$994K +$2.42K +30 +0.2%
QCG
649
Quadrant Capital Group
Ohio
$994K +$14.2K +177 +1%
ISL
650
Ingalls & Snyder LLC
New York
$991K +$12.1K +150 +1%
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