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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 %
PA
651
Profund Advisors
Maryland
$642K +$91.6K +1,595 +17%
LNB
652
Ledyard National Bank
$639K -$31.1K -542 -5%
LHC
653
Little House Capital
Massachusetts
$638K -$30.9K -537 -5%
BC
654
Barnett & Company
Tennessee
$636K – – –
IAS
655
Investment Advisory Services
Texas
$635K -$5.69K -99 -0.9%
GVAG
656
Great Valley Advisor Group
Delaware
$633K +$17.1K +298 +3%
CC
657
Courier Capital
New York
$633K -$27.8K -484 -4%
SB
658
Simmons Bank
Arkansas
$631K -$15.9K -277 -2%
DA
659
Dover Advisors
Virginia
$629K – – –
Verition Fund Management
660
Verition Fund Management
Connecticut
$629K +$218K +3,797 +53%
BB
661
Busey Bank
Illinois
$627K -$32.7K -570 -5%
JAFL
662
Jay A. Fishman Ltd
Michigan
$626K – – –
CI Investments Inc
663
CI Investments Inc
Ontario, Canada
$626K +$74.6K +1,298 +14%
GAM
664
Groupama Asset Management
France
$624K +$624K +21,660 New
LWANC
665
Laurel Wealth Advisors (North Carolina)
North Carolina
$621K -$2.3K -40 -0.4%
AIM
666
Artemis Investment Management
United Kingdom
$620K -$328K -5,711 -35%
SJL
667
Shayne & Jacobs LLC
Tennessee
$619K -$30.5K -531 -5%
FNFDCM
668
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$617K +$5.12K +89 +0.8%
MPIA
669
Mountain Pacific Investment Advisers
Idaho
$616K +$94.5K +1,645 +18%
CB
670
Community Bank
New York
$616K – – –
CWM
671
Compass Wealth Management
Connecticut
$615K -$200K -3,475 -25%
JCM
672
Jacobi Capital Management
Pennsylvania
$614K -$1.55K -27 -0.3%
DT
673
Diversified Trust
Tennessee
$613K +$5.57K +97 +0.9%
GC
674
Grimes & Company
Massachusetts
$610K -$2.93K -51 -0.5%
VCA
675
Verdence Capital Advisors
Maryland
$604K +$6.66K +116 +1%
25 26
27
28 29