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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 %
WTA
901
Washington Trust Advisors
Massachusetts
$449K – – –
FFS
902
Founders Financial Securities
Maryland
$446K -$23.8K -296 -5%
HCM
903
Howland Capital Management
Massachusetts
$446K -$3.7K -46 -0.8%
SC
904
Sapient Capital
Indiana
$445K – – –
HS
905
Horan Securities
United States
$445K +$805 +10 +0.2%
AFG
906
Atomi Financial Group
New York
$445K +$76.9K +956 +21%
WWM
907
Western Wealth Management
Colorado
$445K +$42K +522 +10%
DBIA
908
Dumont & Blake Investment Advisors
New Jersey
$443K -$443K -5,506 -50%
CAM
909
Covenant Asset Management
New Jersey
$443K -$32.2K -400 -7%
FPAS
910
Focus Partners Advisor Solutions
Missouri
$443K +$14.5K +180 +3%
FCM
911
Fourpath Capital Management
Oklahoma
$439K +$439K +5,457 New
AA
912
Ancora Advisors
Ohio
$439K -$9.74K -121 -2%
NHT
913
New Hampshire Trust
New Hampshire
$437K -$6.76K -84 -2%
PFP
914
Pinnacle Financial Partners
Tennessee
$437K +$10.1K +125 +2%
Teacher Retirement System of Texas
915
Teacher Retirement System of Texas
Texas
$437K -$831K -10,322 -66%
PTC
916
Philadelphia Trust Company
Pennsylvania
$436K +$725 +9 +0.2%
ADL
917
Asset Dedication LLC
California
$435K -$1.53K -19 -0.4%
MCC
918
Malaga Cove Capital
California
$435K – – –
HIP
919
HUB Investment Partners
Texas
$434K +$2.25K +28 +0.5%
DLA
920
Douglas Lane & Associates
New York
$434K -$13.2K -164 -3%
PAI
921
Pittenger & Anderson Inc
Nebraska
$434K – – –
MCM
922
Manchester Capital Management
Vermont
$434K – – –
FP
923
Financial Perspectives
Minnesota
$434K +$31.2K +387 +8%
AF
924
Arrow Financial
New York
$433K – – –
LBC
925
Lowe Brockenbrough & Co
Virginia
$432K -$102K -1,267 -19%
35 36
37
38 39