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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 %
GIM
676
Groesbeck Investment Management
New Jersey
$909K -$240K -2,987 -21%
VWM
677
Venturi Wealth Management
Texas
$909K +$168K +2,092 +23%
ACM
678
Allred Capital Management
Texas
$907K -$4.11K -51 -0.5%
ASN
679
Advisory Services Network
Georgia
$906K – – –
JWBC
680
J.W. Burns & Co
New York
$899K -$4.83K -60 -0.5%
GC
681
Grimes & Company
Massachusetts
$899K +$5.55K +69 +0.6%
LNB
682
Ledyard National Bank
$898K +$2.09K +26 +0.2%
BB
683
Busey Bank
Illinois
$896K +$13.3K +165 +2%
MG
684
Mather Group
Illinois
$891K -$27.7K -344 -3%
DA
685
Dover Advisors
Virginia
$886K – – –
PTC
686
Private Trust Company
Ohio
$886K +$168K +2,086 +23%
AO
687
Advisor OS
Illinois
$884K +$118K +1,464 +15%
IWM
688
IHT Wealth Management
Illinois
$883K +$514K +6,405 +140%
PMA
689
Prudent Man Advisors
Illinois
$879K +$879K +10,925 New
SB
690
Simmons Bank
Arkansas
$878K -$6.04K -75 -0.7%
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$864K +$184K +2,284 +27%
CWM
692
Compass Wealth Management
Connecticut
$857K – – –
JAFL
693
Jay A. Fishman Ltd
Michigan
$841K -$24.1K -300 -3%
GL
694
Graypoint LLC
New York
$841K +$37.3K +464 +5%
RMC
695
Resources Management Corp
Connecticut
$840K +$186K +2,308 +28%
FI
696
Fractal Investments
Connecticut
$830K – – –
CB
697
Community Bank
New York
$829K -$8.05K -100 -1%
FM
698
Foster & Motley
Ohio
$825K -$128K -1,590 -13%
BCM
699
Beck Capital Management
Texas
$825K +$2.66K +33 +0.3%
PA
700
Profund Advisors
Maryland
$822K -$268K -3,331 -25%
26 27
28
29 30