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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
$703M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$202M
3
ZIG
Zurich Insurance Group
Switzerland
$130M
4
Amundi
Amundi
France
$296M
5
Capital International Investors
Capital International Investors
California
$6.82B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.32B
3
Morgan Stanley
Morgan Stanley
New York
$866M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1151
Cascade Financial Partners
California
$248K -$18.3K -228 -7%
AEPWM
1152
Atlantic Edge Private Wealth Management
Florida
$248K – – –
CAM
1153
Claret Asset Management
Quebec, Canada
$247K +$247K +3,071 New
SQA
1154
Simon Quick Advisors
New Jersey
$247K +$247K +3,068 New
BBNB
1155
Baker Boyer National Bank
Washington
$246K +$246K +3,062 New
GWM
1156
Geneos Wealth Management
Colorado
$246K +$25.1K +312 +11%
SSB
1157
Sandy Spring Bank
Maryland
$246K -$33K -410 -12%
WF
1158
WoodTrust Financial
Wisconsin
$245K +$245K +3,040 New
HIM
1159
Harbour Investment Management
Washington
$245K +$245K +3,040 New
RWM
1160
Ritholtz Wealth Management
New York
$245K -$18.3K -227 -7%
AM
1161
AGF Management
Ontario, Canada
$244K +$244K +3,030 New
CSC
1162
Caldwell Sutter Capital
California
$243K -$1.61K -20 -0.7%
SCM
1163
SOL Capital Management
Maryland
$243K +$243K +3,015 New
PWM
1164
PBMares Wealth Management
Virginia
$243K -$29.1K -361 -11%
EWA
1165
Elevate Wealth Advisory
Georgia
$242K +$242K +3,010 New
HIA
1166
Harbor Investment Advisory
Maryland
$242K -$644 -8 -0.3%
PA
1167
Promethium Advisors
Maryland
$241K +$241K +3,000 New
SMH
1168
Sanders Morris Harris
Texas
$241K +$241K +3,000 New
SRC
1169
Stone Run Capital
New York
$241K +$241K +3,000 New
BSHC
1170
Breed's Hill Capital
Massachusetts
$241K -$68.2K -847 -22%
MCM
1171
Morton Capital Management
California
$241K +$241K +2,992 New
BFA
1172
Bill Few Associates
Pennsylvania
$241K +$241K +2,991 New
EFG
1173
Embree Financial Group
Illinois
$239K +$239K +2,970 New
CS
1174
Cannell & Spears
New York
$239K +$239K +2,964 New
BONH
1175
Bank of New Hampshire
New Hampshire
$238K – – –
45 46
47
48 49