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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 %
GCM
876
GKV Capital Management
California
$446K +$446K +6,531 New
MS
877
Maven Securities
Jersey
$444K -$949K -13,900 -68%
TH
878
TCTC Holdings
Texas
$444K – – –
DJSG
879
D.J. St. Germain
Massachusetts
$442K +$3.41K +50 +0.8%
WWM
880
Western Wealth Management
Colorado
$442K +$65.3K +956 +17%
TCA
881
Transcend Capital Advisors
New Jersey
$442K +$205 +3 +0%
BAM
882
Berkshire Asset Management
Pennsylvania
$440K -$2.17K -31 -0.5%
WBCM
883
Wilson & Boucher Capital Management
California
$440K +$10.2K +150 +2%
BFM
884
Boothbay Fund Management
New York
$438K +$44.2K +647 +11%
NGA
885
Naples Global Advisors
Florida
$437K +$33.2K +485 +8%
RSWA
886
Robinson Smith Wealth Advisors
Maine
$433K -$17.7K -260 -4%
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$433K -$28.3K -415 -6%
Members Trust
888
Members Trust
Florida
$431K -$1.98K -29 -0.5%
RIL
889
Rothschild Investment LLC
Illinois
$431K -$40.1K -587 -9%
HBW
890
Hazlett, Burt & Watson
West Virginia
$429K +$819 +12 +0.2%
CCA
891
Cobblestone Capital Advisors
New York
$429K – – –
CWM
892
Congress Wealth Management
Massachusetts
$429K +$98K +1,436 +30%
FP
893
Financial Perspectives
Minnesota
$427K +$59.6K +873 +16%
MIM
894
Marco Investment Management
Georgia
$427K -$61.4K -900 -13%
LCM
895
LCM Capital Management
Illinois
$420K – – –
FFS
896
Founders Financial Securities
Maryland
$419K +$41.2K +604 +11%
TIA
897
Tiemann Investment Advisors
California
$416K – – –
LSV Asset Management
898
LSV Asset Management
Illinois
$416K – – –
JMFC
899
J.M. Forbes & Co
Massachusetts
$415K -$6.28K -92 -1%
ECM
900
Evergreen Capital Management
Washington
$414K -$685 -10 -0.2%
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36
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