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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 %
GWM
1226
Greenhouse Wealth Management
Connecticut
$212K +$212K +2,629 New
FWIA
1227
Fort Washington Investment Advisors
Ohio
$211K +$211K +2,625 New
IF
1228
Intrua Financial
Texas
$211K +$211K +2,624 New
ZIG
1229
Zuckerman Investment Group
Illinois
$211K +$211K +2,623 New
ATPW
1230
Ashton Thomas Private Wealth
Arizona
$211K -$5.31K -66 -2%
MW
1231
Marcum Wealth
Ohio
$211K +$211K +2,616 New
BW
1232
Bison Wealth
Georgia
$210K +$210K +2,613 New
CNB
1233
Camden National Bank
Maine
$210K +$210K +2,606 New
MSS
1234
Mitchell Sinkler & Starr
Pennsylvania
$210K +$210K +2,605 New
HR
1235
Howe & Rusling
New York
$209K -$80.5K -1,000 -28%
PPP
1236
Private Portfolio Partners
New Jersey
$209K +$209K +2,602 New
AA
1237
Alta Advisers
United Kingdom
$209K – – –
PAM
1238
Paradigm Asset Management
New York
$209K – – –
RW
1239
Rede Wealth
Virginia
$209K +$209K +2,600 New
RCI
1240
RS Crum Inc
California
$209K +$209K +2,600 New
WP
1241
WMS Partners
Maryland
$209K +$209K +2,598 New
SFS
1242
Stiles Financial Services
Minnesota
$209K +$209K +2,593 New
LRPA
1243
L. Roy Papp & Associates
Arizona
$208K +$208K +2,590 New
MCCA
1244
Mill Creek Capital Advisors
Pennsylvania
$208K +$208K +2,590 New
SCP
1245
Sivia Capital Partners
California
$208K +$208K +2,583 New
CH
1246
Cromwell Holdings
Wyoming
$208K – – –
TP
1247
Tranquility Partners
Tennessee
$207K +$207K +2,573 New
SFG
1248
Shum Financial Group
California
$207K +$207K +2,801 New
GWM
1249
GDS Wealth Management
Texas
$207K +$207K +2,568 New
TWA
1250
TCI Wealth Advisors
Arizona
$206K +$206K +2,564 New
48 49
50
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