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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 %
MPPW
951
Mitchell & Pahl Private Wealth
Oklahoma
$415K +$17.1K +212 +4%
FHA
952
Flagship Harbor Advisors
Massachusetts
$414K +$414K +5,146 New
IAN
953
Integrated Advisors Network
Texas
$413K -$563 -7 -0.1%
TBC
954
Ted Buchan & Co
California
$408K – – –
FCMC
955
Founders Capital Management (Connecticut)
Connecticut
$406K -$16.1K -200 -4%
OAM
956
Ostrum Asset Management
France
$406K +$4.99K +62 +1%
HFP
957
Holistic Financial Partners
Indiana
$406K +$1.69K +21 +0.4%
IIC
958
Ironwood Investment Counsel
Arizona
$406K -$21.5K -267 -5%
CT
959
Clearstead Trust
Maine
$405K -$37.5K -466 -8%
LIM
960
Leavell Investment Management
Alabama
$405K – – –
LGF
961
LGT Group Foundation
Liechtenstein
$403K – – –
SFP
962
Sterling Financial Planning
New Jersey
$402K – – –
NIM
963
Northeast Investment Management
Massachusetts
$402K – – –
EWM
964
Endowment Wealth Management
Wisconsin
$400K -$15.4K -191 -4%
MA
965
Mutual Advisors
Nebraska
$400K +$4.08K +56 +1%
BAM
966
Berkshire Asset Management
Pennsylvania
$398K – – –
SWA
967
Stratos Wealth Advisors
Ohio
$393K +$1.05K +13 +0.3%
SCM
968
Sterling Capital Management
North Carolina
$393K +$393K +4,878 New
CWC
969
Carolinas Wealth Consulting
North Carolina
$390K +$81.1K +1,007 +26%
CWM
970
Congress Wealth Management
Massachusetts
$390K -$14.7K -183 -4%
CGL
971
Clarius Group LLC
Washington
$390K -$15.9K -198 -4%
ET
972
Equitable Trust
Tennessee
$389K +$96.6K +1,200 +33%
GWM
973
GSB Wealth Management
Connecticut
$388K +$161 +2 +0%
TNB
974
Thomasville National Bank
Georgia
$388K +$1.29K +16 +0.3%
FMLI
975
Fukoku Mutual Life Insurance
Japan
$386K – – –
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