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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
1126
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129K – – –
GG
1127
Greenwood Gearhart
Arkansas
$128K +$128K +2,225 New
CYG
1128
Clean Yield Group
Vermont
$128K -$2.01K -35 -2%
FDCP
1129
Foster Dykema Cabot & Partners
Massachusetts
$127K +$127K +2,207 New
GWS
1130
Glassman Wealth Services
Virginia
$127K +$15.3K +267 +14%
UIA
1131
Ulland Investment Advisors
Minnesota
$123K – – –
CF
1132
Centaurus Financial
California
$121K +$3.68K +64 +3%
RCM
1133
Richardson Capital Management
Wisconsin
$120K +$120K +2,091 New
RIM
1134
Rakuten Investment Management
Japan
$120K +$120K +2,074 New
DSC
1135
Duncker Streett & Co
Missouri
$119K +$287 +5 +0.2%
BCP
1136
Blue Chip Partners
Michigan
$118K +$459 +8 +0.4%
BWP
1137
Baldwin Wealth Partners
Massachusetts
$115K +$6.89K +120 +6%
WSC
1138
Wellington Shields & Co
New York
$115K – – –
MIM
1139
Meridiem Investment Management
United Kingdom
$113K – – –
LS
1140
Livforsakringsbolaget Skandia
Sweden
$113K +$43.4K +753 +62%
CAL
1141
Capital Analysts LLC
Pennsylvania
$113K +$231 +4 +0.2%
EWM
1142
Evermay Wealth Management
Virginia
$112K -$34.1K -593 -23%
CFG
1143
CKW Financial Group
Hawaii
$112K – – –
CCMI
1144
Creative Capital Management Investments
California
$109K – – –
PGAM
1145
Princeton Global Asset Management
New Jersey
$108K +$27.6K +480 +34%
RIM
1146
Rockbridge Investment Management
New York
$107K +$107K +1,867 New
CFFP
1147
Center for Financial Planning
Michigan
$105K – – –
MTIC
1148
Missouri Trust & Investment Company
Missouri
$105K – – –
OSNBOA
1149
Old Second National Bank of Aurora
Illinois
$103K – – –
JGIA
1150
Jackson Grant Investment Advisers
Connecticut
$101K +$230 +4 +0.2%
44 45
46
47 48