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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 %
AIP
801
Ameritas Investment Partners
Nebraska
$555K -$25.5K -374 -4%
BFS
802
Bard Financial Services
Connecticut
$554K – – –
CG
803
CFO4Life Group
Texas
$554K -$24.6K -360 -4%
FCP
804
Fidelis Capital Partners
Florida
$551K +$15.9K +252 +3%
EWA
805
Exencial Wealth Advisors
Oklahoma
$547K -$683 -10 -0.1%
ACM
806
Advisors Capital Management
New Jersey
$544K +$64.6K +947 +13%
AG
807
AlTi Global
New York
$544K +$83.8K +1,219 +18%
BJL
808
Brighton Jones LLC
Washington
$543K +$126K +1,850 +30%
ONB
809
Old National Bancorp
Indiana
$541K +$15.4K +225 +3%
RT
810
Rockland Trust
Massachusetts
$540K – – –
WT
811
Washington Trust
Rhode Island
$540K +$3.07K +45 +0.6%
FFM
812
Fullerton Fund Management
Singapore
$539K -$119K -1,747 -18%
ILI
813
Invesco LLC (Illinois)
Illinois
$539K – – –
TSWM
814
Triangle Securities Wealth Management
North Carolina
$539K – – –
BF
815
BOK Financial
Oklahoma
$539K +$32.7K +492 +6%
MWM
816
Mission Wealth Management
California
$537K -$45.6K -668 -8%
FHA
817
First Horizon Advisors
Tennessee
$535K -$23.4K -343 -4%
TA
818
TFG Advisers
Michigan
$529K +$18.6K +272 +4%
AP
819
Atwood & Palmer
Missouri
$526K – – –
HTC
820
Haverford Trust Company
Pennsylvania
$526K -$37.1K -544 -7%
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$526K +$6.55K +96 +1%
GWMR
822
GC Wealth Management RIA
Massachusetts
$525K -$74.5K -1,092 -12%
SS
823
Sunbelt Securities
Texas
$524K -$18.5K -271 -3%
AAP
824
Arax Advisory Partners
Colorado
$512K -$37.8K -554 -7%
FTC
825
Farmers Trust Company
Ohio
$510K -$1.64K -24 -0.3%
31 32
33
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