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Carrier Global
CARR

Overview Fund Activity

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$172M
3
Artisan Partners
Artisan Partners
Wisconsin
+$166M
4
BlackRock
BlackRock
New York
+$151M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Capital International Investors
Capital International Investors
California
-$677M
3
Capital World Investors
Capital World Investors
California
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$162M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
676
Meridian Management
Arkansas
$843K +$683 +10 +0.1%
ISL
677
Ingalls & Snyder LLC
New York
$841K – – –
MSA
678
MUFG Securities Americas
New York
$841K +$841K +12,317 New
QCG
679
Quadrant Capital Group
Ohio
$835K -$7.58K -111 -0.9%
SAM
680
Shell Asset Management
Netherlands
$835K -$3.35K -49 -0.4%
LC
681
Lindbrook Capital
California
$829K +$18.5K +271 +2%
RC
682
Roundview Capital
New Jersey
$828K -$3K -44 -0.4%
CAM
683
Cidel Asset Management
Ontario, Canada
$824K -$11.3K -166 -1%
GA
684
Geller Advisors
New York
$823K +$7.94K +116 +1%
FCH
685
Freestone Capital Holdings
Washington
$821K +$8.46K +124 +1%
CWA
686
Clarus Wealth Advisors
Arizona
$820K +$199K +2,961 +32%
VFA
687
Valeo Financial Advisors
Indiana
$813K -$23.1K -339 -3%
CAM
688
Columbia Asset Management
Michigan
$812K – – –
BCM
689
Bayesian Capital Management
New York
$812K +$812K +11,900 New
AC
690
Avestar Capital
New York
$808K -$6.15K -90 -0.8%
TG
691
TCW Group
California
$804K +$20.4K +299 +3%
LHC
692
Little House Capital
Massachusetts
$802K +$18K +264 +2%
LA
693
Lifeworks Advisors
Michigan
$801K -$1.03M -15,111 -56%
SEIA
694
Signature Estate & Investment Advisors
California
$800K +$9.83K +144 +1%
HT
695
Headlands Technologies
Illinois
$795K +$795K +11,643 New
BRWA
696
B. Riley Wealth Advisors
Florida
$792K -$177K -2,586 -18%
SVWAG
697
Sound View Wealth Advisors Group
Georgia
$791K +$58K +850 +8%
EP
698
Essential Planning
New Hampshire
$790K +$790K +10,465 New
SBIA
699
Sheaff Brock Investment Advisors
Indiana
$789K -$116K -1,700 -13%
CCM
700
Coldstream Capital Management
Washington
$785K -$8.94K -131 -1%
26 27
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