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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 %
WB
726
Webster Bank
Connecticut
$774K -$32.2K -400 -4%
FFN
727
Focus Financial Network
Minnesota
$772K +$531K +6,600 +221%
CA
728
Cullinan Associates
Kentucky
$771K – – –
FG
729
Fiduciary Group
Georgia
$771K – – –
AF
730
Allworth Financial
California
$768K -$33.6K -417 -4%
CNAM
731
Campbell Newman Asset Management
Wisconsin
$764K – – –
GVAG
732
Great Valley Advisor Group
Delaware
$759K +$12.1K +150 +2%
PFS
733
Prospera Financial Services
Texas
$757K -$15.5K -193 -2%
DWT
734
Dorsey & Whitney Trust
South Dakota
$752K +$51.5K +640 +7%
ACA
735
Aptus Capital Advisors
Alabama
$750K +$212K +2,633 +39%
DS
736
DRW Securities
Illinois
$748K +$748K +9,295 New
TSS
737
Two Sigma Securities
New York
$745K +$119K +1,483 +19%
CWA
738
Clarus Wealth Advisors
Arizona
$744K -$103K -1,282 -12%
BFM
739
Boston Financial Management
Massachusetts
$741K +$12.1K +150 +2%
BWAM
740
Boyd Watterson Asset Management
Ohio
$735K -$38.4K -477 -5%
FTWA
741
Fifth Third Wealth Advisors
Ohio
$732K -$97K -1,205 -12%
MPW
742
Monterey Private Wealth
California
$729K +$80 +1 +0%
CCA
743
Checchi Capital Advisers
California
$729K -$5.39K -67 -0.7%
SIG
744
Sky Investment Group
Connecticut
$726K -$8.69K -108 -1%
CC
745
Courier Capital
New York
$726K -$16.1K -200 -2%
AFWM
746
AMJ Financial Wealth Management
Virginia
$726K +$313K +3,889 +76%
BMO
747
Beck Mack & Oliver
New York
$720K -$5.96K -74 -0.8%
IMRF
748
Illinois Municipal Retirement Fund
Illinois
$719K -$2.14M -26,566 -75%
MA
749
MJP Associates
Connecticut
$718K +$118K +1,464 +20%
HSA
750
HBK Sorce Advisory
Pennsylvania
$712K -$80 -1 -0%
28 29
30
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