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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 %
PCM
851
Prelude Capital Management
New York
$358K +$136K +2,365 +61%
NERM
852
New England Research & Management
Illinois
$358K -$771K -13,403 -68%
MWM
853
Meridian Wealth Management
Kentucky
$357K +$5.75K +100 +2%
LCM
854
LCM Capital Management
Illinois
$357K -$1.67K -29 -0.5%
CHAM
855
Clear Harbor Asset Management
Connecticut
$356K -$2.87K -50 -0.8%
MIM
856
Morningstar Investment Management
Illinois
$356K +$356K +6,195 New
RIL
857
Rothschild Investment LLC
Illinois
$356K -$73K -1,270 -17%
FWA
858
FSM Wealth Advisors
Ohio
$354K +$145K +2,519 +69%
TNA
859
True North Advisors
Texas
$354K -$56.7K -987 -14%
CFAM
860
Center For Asset Management
Florida
$353K – – –
CGL
861
Clarius Group LLC
Washington
$352K -$24.9K -434 -7%
SSB
862
Sandy Spring Bank
Maryland
$352K -$5.75K -100 -2%
SAM
863
S.A. Mason
Michigan
$346K +$115 +2 +0%
SWM
864
Spire Wealth Management
Virginia
$346K -$7.15K -128 -2%
BL
865
Bleichroeder LP
New York
$345K – – –
SFM
866
Systematic Financial Management
New Jersey
$345K – – –
SLT
867
St Louis Trust
Missouri
$345K – – –
NHT
868
New Hampshire Trust
New Hampshire
$343K -$2.87K -50 -0.8%
CAMG
869
CWA Asset Management Group
Florida
$341K +$341K +5,941 New
WIC
870
Woodmont Investment Counsel
Tennessee
$341K -$27K -470 -7%
IAA
871
Independent Advisor Alliance
North Carolina
$341K -$57 -1 -0%
MWM
872
Mission Wealth Management
California
$341K +$2.01K +35 +0.6%
PTC
873
Philadelphia Trust Company
Pennsylvania
$340K -$115 -2 -0%
FHA
874
Flagship Harbor Advisors
Massachusetts
$340K -$8.39K -146 -2%
BWP
875
BSW Wealth Partners
Colorado
$339K -$11.5K -200 -3%
33 34
35
36 37