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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
751
Waverly Advisors
Alabama
$709K -$117K -1,459 -14%
PCM
752
Penserra Capital Management
California
$708K -$5.87K -73 -0.8%
GWMR
753
GC Wealth Management RIA
Massachusetts
$707K -$1.05K -13 -0.1%
1SB
754
1ST Source Bank
Indiana
$705K -$885 -11 -0.1%
WPW
755
Waldron Private Wealth
Pennsylvania
$698K +$68.8K +855 +11%
KTA
756
Keeley-Teton Advisors
Illinois
$698K +$698K +8,675 New
CI
757
Cigna Investments
Connecticut
$694K -$7.65K -95 -1%
NAS
758
Nicolet Advisory Services
Wisconsin
$693K +$6K +75 +0.9%
SACTSONJ
759
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$692K – – –
TPCW
760
TD Private Client Wealth
New York
$692K -$8.93K -111 -1%
DMC
761
Drexel Morgan & Co
Pennsylvania
$690K – – –
IIM
762
InTrack Investment Management
Vermont
$690K +$367K +4,565 +114%
MWM
763
Mission Wealth Management
California
$688K +$4.83K +60 +0.7%
AIP
764
Ameritas Investment Partners
Nebraska
$684K -$25.3K -314 -4%
AAS
765
Ameritas Advisory Services
Nebraska
$683K +$409K +5,085 +150%
FRA
766
Frank Rimerman Advisors
California
$683K -$420K -5,222 -38%
CG
767
CFO4Life Group
Texas
$682K +$6.12K +76 +0.9%
CCB
768
Country Club Bank
Missouri
$681K – – –
FCP
769
Fidelis Capital Partners
Florida
$677K +$16.2K +202 +2%
GAM
770
Groupama Asset Management
France
$674K -$674K -10,423 -50%
SWM
771
Shakespeare Wealth Management
Wisconsin
$670K +$3.62K +45 +0.5%
HTC
772
Haverford Trust Company
Pennsylvania
$664K +$17K +211 +3%
PI
773
PFG Investments
New York
$663K -$27K -335 -4%
RP
774
Riverwater Partners
Wisconsin
$663K -$22.6K -280 -3%
PCM
775
Pointe Capital Management
Michigan
$662K – – –
29 30
31
32 33