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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 %
EWM
1001
Endowment Wealth Management
Wisconsin
$327K -$12.2K -179 -4%
FMLI
1002
Fukoku Mutual Life Insurance
Japan
$327K – – –
FBT
1003
First Bank & Trust
South Dakota
$327K +$37.9K +555 +13%
VA
1004
Valmark Advisers
Ohio
$326K +$59.8K +876 +22%
MIC
1005
Meridian Investment Counsel
California
$324K – – –
FCM
1006
Fire Capital Management
California
$320K +$320K +4,692 New
NDSI
1007
Newman Dignan & Sheerar Inc
Rhode Island
$319K – – –
RZH
1008
Relyea Zuckerberg Hanson
Connecticut
$319K -$3.41K -50 -1%
PFA
1009
Pure Financial Advisors
California
$318K +$29K +425 +10%
IP
1010
Isthmus Partners
Wisconsin
$317K +$317K +4,645 New
IIC
1011
Ironwood Investment Counsel
Arizona
$316K -$27.9K -409 -8%
DDC
1012
DF Dent & Co
Maryland
$315K -$546 -8 -0.2%
CWC
1013
Carolinas Wealth Consulting
North Carolina
$313K -$18.7K -273 -6%
CGL
1014
Clarius Group LLC
Washington
$313K -$18.6K -272 -6%
OIA
1015
Optimum Investment Advisors
Illinois
$311K – – –
BST
1016
Bath Savings Trust
Maine
$311K – – –
TNB
1017
Thomasville National Bank
Georgia
$310K -$18.6K -273 -6%
CCA
1018
Childress Capital Advisors
Texas
$310K -$1.09K -16 -0.4%
TVAMP
1019
Tennessee Valley Asset Management Partners
Tennessee
$309K +$16K +234 +5%
GDP
1020
Great Diamond Partners
Maine
$307K – – –
WN
1021
Williams & Novak
California
$307K +$307K +4,499 New
Financial Engines Advisors
1022
Financial Engines Advisors
California
$307K +$307K +4,491 New
HWA
1023
HCR Wealth Advisors
California
$306K -$137K -2,000 -31%
Los Angeles Capital Management
1024
Los Angeles Capital Management
California
$305K -$36.4M -533,309 -99%
JAG
1025
Journey Advisory Group
Kentucky
$305K – – –
39 40
41
42 43