CARR icon

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 %
TFM
1051
TFC Financial Management
Massachusetts
$314K +$13.2K +164 +4%
VA
1052
Valmark Advisers
Ohio
$314K +$4.75K +59 +2%
LFAS
1053
Level Four Advisory Services
Texas
$312K -$14.6K -201 -4%
MPI
1054
Mairs & Power Inc
Minnesota
$311K – – –
C
1055
Covestor
United Kingdom
$311K +$119K +1,478 +62%
FFC
1056
First Financial Corp
Indiana
$311K -$16.1K -200 -5%
LA
1057
Legacy Advisors
Pennsylvania
$308K +$18.5K +230 +6%
MWP
1058
Madison Wealth Partners
Wisconsin
$307K – – –
NFC
1059
Northeast Financial Consultants
Connecticut
$306K – – –
WFAG
1060
Wescott Financial Advisory Group
Pennsylvania
$306K +$644 +8 +0.2%
MF
1061
Montis Financial
Massachusetts
$305K -$34.7K -431 -10%
JAG
1062
Journey Advisory Group
Kentucky
$305K – – –
GBT
1063
Grove Bank & Trust
Florida
$305K +$5.63K +70 +2%
TAM
1064
Todd Asset Management
Kentucky
$305K – – –
AWM
1065
Aries Wealth Management
Maine
$303K – – –
LFS
1066
Leibman Financial Services
Nebraska
$302K – – –
CAM
1067
CPA Asset Management
Florida
$301K – – –
PWA
1068
Prairie Wealth Advisors
Nebraska
$300K – – –
AIM
1069
Acropolis Investment Management
Missouri
$300K +$4.03K +50 +1%
QFA
1070
Quantum Financial Advisors
California
$298K +$298K +3,705 New
PPW
1071
Parcion Private Wealth
Washington
$298K -$966 -12 -0.3%
PFBT
1072
Parkside Financial Bank & Trust
Missouri
$298K +$8.93K +111 +3%
BOPW
1073
Brandywine Oak Private Wealth
Pennsylvania
$296K – – –
KCM
1074
Kornitzer Capital Management
Kansas
$295K -$563 -7 -0.2%
TPI
1075
Trust Point Inc
Wisconsin
$294K +$7.57K +94 +3%
41 42
43
44 45