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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 %
RIL
826
Rothschild Investment LLC
Illinois
$555K -$3.86K -48 -0.7%
SWM
827
Spire Wealth Management
Virginia
$553K -$10.4K -129 -2%
BIA
828
Bell Investment Advisors
California
$550K – – –
DAS
829
Dynamic Advisor Solutions
Arizona
$547K -$25.7K -319 -4%
VF
830
Virtu Financial
New York
$547K -$1.06M -13,236 -66%
MMPW
831
Mitchell McLeod Pugh & Williams
Alabama
$544K +$36.2K +450 +7%
FFA
832
Fortune Financial Advisors
Kansas
$543K +$644 +8 +0.1%
DCM
833
Donaldson Capital Management
Indiana
$542K +$6.92K +86 +1%
LS
834
Livforsakringsbolaget Skandia
Sweden
$542K +$424K +5,264 +359%
AIM
835
Athena Investment Management
California
$540K – – –
AG
836
AlTi Global
New York
$539K -$48.9K -607 -8%
AP
837
Americana Partners
Texas
$538K – – –
EFSCE
838
Enterprise Financial Services Corp (EFSC)
Missouri
$537K -$18.1K -225 -3%
PFGIA
839
Patriot Financial Group Insurance Agency
Massachusetts
$536K -$45.4K -564 -8%
ACM
840
Argent Capital Management
Missouri
$536K – – –
WSCM
841
Wellington Shields Capital Management
New York
$535K – – –
RSWA
842
Robinson Smith Wealth Advisors
Maine
$532K -$322 -4 -0.1%
ESB
843
Essex Savings Bank
Connecticut
$532K +$11.6K +144 +2%
GPI
844
General Partner Inc
Pennsylvania
$530K – – –
RG
845
Rathbones Group
United Kingdom
$529K +$18.6K +231 +4%
TH
846
TCTC Holdings
Texas
$523K – – –
HWA
847
HCR Wealth Advisors
California
$521K -$86.5K -1,074 -14%
TCA
848
Transcend Capital Advisors
New Jersey
$521K +$322 +4 +0.1%
FFM
849
Forum Financial Management
Illinois
$519K +$10.8K +134 +2%
FRM
850
Fox Run Management
Connecticut
$518K +$518K +6,441 New
32 33
34
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