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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 %
NDSI
976
Newman Dignan & Sheerar Inc
Rhode Island
$270K -$115 -2 -0%
RWA
977
Redhawk Wealth Advisors
Minnesota
$269K -$15.4K -268 -5%
HW
978
Hancock Whitney
Mississippi
$268K -$57 -1 -0%
SL
979
Sentry LLC
Tennessee
$268K -$6.32K -110 -2%
FFO
980
Fiduciary Family Office
Florida
$267K +$267K +4,650 New
AG
981
AlTi Global
New York
$267K +$267K +4,627 New
RCM
982
Radnor Capital Management
Pennsylvania
$266K – – –
CFGS
983
Concourse Financial Group Securities
Alabama
$264K -$1.44M -24,936 -84%
WPC
984
Waters Parkerson & Co
Louisiana
$262K -$63.1K -1,100 -19%
OIA
985
Optimum Investment Advisors
Illinois
$261K -$54.6K -950 -17%
Federated Hermes
986
Federated Hermes
Pennsylvania
$261K +$36.7K +638 +16%
MF
987
Montis Financial
Massachusetts
$260K – – –
LB
988
Legacy Bridge
Iowa
$260K -$53.4K -929 -17%
DTC
989
Davidson Trust Company
Washington
$259K -$15.5K -270 -6%
GDP
990
Great Diamond Partners
Maine
$258K – – –
NRD
991
Nebula Research & Development
New York
$256K +$256K +4,448 New
GC
992
Gratus Capital
Georgia
$254K -$8.04K -140 -3%
GD
993
Grandfield & Dodd
New York
$254K +$3.45K +60 +1%
EH
994
Equitable Holdings
New York
$254K -$21.4K -373 -8%
SIM
995
Sentry Investment Management
Wisconsin
$253K -$27.2K -473 -10%
AWM
996
Aberdeen Wealth Management
Illinois
$253K – – –
CCFCSB
997
Cape Cod Five Cents Savings Bank
Massachusetts
$252K -$620K -10,789 -71%
CCWM
998
Cassaday & Co Wealth Management
Virginia
$252K -$11.2K -195 -4%
TFS
999
Thoroughbred Financial Services
Tennessee
$250K -$1.2K -21 -0.5%
Jones Financial Companies
1000
Jones Financial Companies
Missouri
$250K +$20.3K +353 +9%
38 39
40
41 42