CARR icon

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 %
PSB
776
Piscataqua Savings Bank
New Hampshire
$431K -$40.2K -700 -9%
FTC
777
Farmers Trust Company
Ohio
$429K – – –
SC
778
SouthState Corp
Florida
$429K -$23.1K -402 -5%
PG
779
Proffitt & Goodson
Tennessee
$429K -$10.2K -177 -2%
FIM
780
Freedom Investment Management
Connecticut
$428K -$826K -14,382 -66%
BB
781
Berkshire Bank
Massachusetts
$426K +$57.5K +1,000 +16%
FHA
782
First Horizon Advisors
Tennessee
$424K +$30.2K +526 +8%
SP
783
Symmetry Partners
Connecticut
$424K -$44.2K -767 -9%
FIM
784
Fruth Investment Management
Texas
$424K – – –
ACIM
785
Azimuth Capital Investment Management
Michigan
$424K +$4.88K +85 +1%
DI
786
DFPG Investments
Utah
$422K -$57K -1,038 -12%
DAS
787
Dynamic Advisor Solutions
Arizona
$422K +$34.2K +614 +9%
NAM
788
NTV Asset Management
West Virginia
$420K -$20.6K -358 -5%
MIM
789
Marco Investment Management
Georgia
$419K – – –
FFM
790
Forum Financial Management
Illinois
$419K -$70.9K -1,235 -14%
CBFP
791
Cedar Brook Financial Partners
Ohio
$416K +$149K +2,626 +56%
UM
792
UniSuper Management
Australia
$414K +$69.1K +1,202 +20%
KA
793
Kovack Advisors
Florida
$411K +$93.6K +1,629 +29%
TCPWM
794
Traverso Chambers Private Wealth Management
California
$410K – – –
PFGIA
795
Patriot Financial Group Insurance Agency
Massachusetts
$410K -$2.7K -47 -0.7%
ADL
796
Asset Dedication LLC
California
$406K -$18K -312 -4%
AP
797
Americana Partners
Texas
$406K +$20.7K +360 +5%
RG
798
Rathbones Group
United Kingdom
$406K -$5.17K -90 -1%
ONB
799
Old National Bancorp
Indiana
$403K -$40.5K -705 -9%
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$403K -$13.1K -228 -3%
30 31
32
33 34