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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 %
FAM
1026
Formidable Asset Management
Ohio
$236K -$5.98K -104 -2%
DOA
1027
D'Orazio & Associates
Virginia
$236K +$16.4K +286 +7%
FAFN
1028
First Affirmative Financial Network
Colorado
$233K +$20.2K +352 +9%
PFA
1029
Pure Financial Advisors
California
$233K -$28K -487 -11%
PI
1030
PFG Investments
New York
$233K +$24K +417 +11%
RSWM
1031
Robertson Stephens Wealth Management
California
$232K -$115 -2 -0%
JEST
1032
JTC Employer Solutions Trustee
Jersey
$232K – – –
WC
1033
Whitney & Co
New York
$231K – – –
CH
1034
Canton Hathaway
Rhode Island
$230K – – –
GRP
1035
Global Retirement Partners
California
$229K +$50.8K +909 +29%
MPI
1036
Mairs & Power Inc
Minnesota
$228K – – –
AIM
1037
Acropolis Investment Management
Missouri
$225K +$2.41K +42 +1%
IWN
1038
Independent Wealth Network
Iowa
$225K -$9.77K -170 -4%
TSS
1039
Two Sigma Securities
New York
$224K +$224K +3,898 New
MFA
1040
Mayflower Financial Advisors
Massachusetts
$223K -$5.63K -98 -2%
ICG
1041
InterOcean Capital Group
Tennessee
$222K +$222K +3,865 New
KP
1042
Keel Point
Alabama
$221K -$2.76K -48 -1%
BSHC
1043
Breed's Hill Capital
Massachusetts
$220K +$220K +3,834 New
TA
1044
Townsend & Associates
Colorado
$220K +$220K +4,004 New
AUB
1045
Atlantic Union Bankshares
Virginia
$219K -$18.7K -325 -8%
NAMP
1046
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$219K – – –
WA
1047
Waverly Advisors
Alabama
$218K -$4.88K -85 -2%
NFC
1048
Northeast Financial Consultants
Connecticut
$218K – – –
ST
1049
Smithfield Trust
Pennsylvania
$218K -$5.44K -95 -2%
WEG
1050
World Equity Group
Illinois
$218K +$218K +3,795 New
40 41
42
43 44