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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 %
Handelsbanken Fonder
1176
Handelsbanken Fonder
Sweden
$238K -$732K -9,104 -75%
AFM
1177
Armstrong Fleming & Moore
District of Columbia
$237K +$237K +2,950 New
NPA
1178
Nichols & Pratt Advisers
Massachusetts
$237K +$237K +2,950 New
CWS
1179
Confluence Wealth Services
Pennsylvania
$237K +$237K +2,944 New
ECAM
1180
East Coast Asset Management
Massachusetts
$237K +$237K +2,940 New
APP
1181
Avantax Planning Partners
Iowa
$236K +$236K +2,927 New
RAM
1182
Riggs Asset Management
Pennsylvania
$235K – – –
AIM
1183
Alhambra Investment Management
Florida
$235K +$235K +2,918 New
AC
1184
Apella Capital
Connecticut
$235K +$235K +2,915 New
MCM
1185
Mengis Capital Management
Oregon
$234K +$234K +2,901 New
MCC
1186
Money Concepts Capital
Florida
$231K +$231K +2,869 New
AWM
1187
AllSquare Wealth Management
New York
$230K – – –
KA
1188
Kovack Advisors
Florida
$230K +$230K +2,852 New
LCWP
1189
Legacy Capital Wealth Partners
Arkansas
$229K +$229K +2,839 New
KC
1190
Kingfisher Capital
North Carolina
$228K +$228K +2,838 New
LOPW
1191
Live Oak Private Wealth
North Carolina
$228K +$228K +2,828 New
CC
1192
Callan Capital
California
$227K +$227K +2,820 New
MW
1193
MBL Wealth
North Carolina
$226K +$226K +2,806 New
BFO
1194
Boston Family Office
Massachusetts
$225K +$225K +2,800 New
BL
1195
Balentine LLC
Georgia
$225K +$225K +2,791 New
KCM
1196
Kathmere Capital Management
Pennsylvania
$225K +$225K +2,790 New
PL
1197
Plancorp LLC
Missouri
$224K +$224K +2,788 New
Empower Advisory Group
1198
Empower Advisory Group
Colorado
$224K +$224K +2,785 New
DMBA
1199
Deseret Mutual Benefit Administrators
Utah
$224K -$7.57K -94 -3%
AA
1200
Axiom Advisory
California
$223K +$223K +3,200 New
46 47
48
49 50