CARR icon

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 %
FDS
901
Freedom Day Solutions
Texas
$414K +$15.4K +225 +4%
HWMO
902
Heritage Wealth Management (Ohio)
Ohio
$412K – – –
SAM
903
S.A. Mason
Michigan
$412K +$68 +1 +0%
MWM
904
Meridian Wealth Management
Kentucky
$412K – – –
IFWM
905
Institute for Wealth Management
Colorado
$411K -$6.76K -99 -2%
GSIAS
906
Garden State Investment Advisory Services
New Jersey
$410K +$2.81K +41 +0.7%
MP
907
McDonald Partners
Ohio
$410K -$20.5K -300 -5%
WIC
908
Woodmont Investment Counsel
Tennessee
$410K – – –
SFM
909
Systematic Financial Management
New Jersey
$410K – – –
SLT
910
St Louis Trust
Missouri
$410K – – –
BL
911
Bleichroeder LP
New York
$410K – – –
FIA
912
Foundations Investment Advisors
Arizona
$409K +$14.3K +209 +4%
LIM
913
Leavell Investment Management
Alabama
$406K +$61.3K +895 +18%
FNT
914
First National Trust
Pennsylvania
$406K -$2.73K -40 -0.7%
EWA
915
EverSource Wealth Advisors
Alabama
$405K +$49.5K +725 +14%
FFA
916
Founders Financial Alliance
North Carolina
$405K +$819 +12 +0.2%
CPIG
917
Chicago Partners Investment Group
Illinois
$403K +$10.1K +147 +3%
HCM
918
Howland Capital Management
Massachusetts
$401K +$21.6K +316 +6%
MIM
919
Miller Investment Management
Pennsylvania
$399K – – –
BCM
920
Brookstone Capital Management
Illinois
$397K -$12.7K -186 -3%
B
921
Bailard
California
$397K +$205 +3 +0.1%
KCM
922
KRS Capital Management
Michigan
$396K +$887 +13 +0.2%
PA
923
Procyon Advisors
Connecticut
$394K +$2.39K +35 +0.6%
CWM
924
Cornerstone Wealth Management
Missouri
$393K -$17.1K -250 -4%
AFA
925
AA Financial Advisors
Ohio
$392K -$30.9K -453 -7%
35 36
37
38 39