CARR icon

Carrier Global
CARR

Overview Fund Activity

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$172M
3
Artisan Partners
Artisan Partners
Wisconsin
+$166M
4
BlackRock
BlackRock
New York
+$151M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Capital International Investors
Capital International Investors
California
-$677M
3
Capital World Investors
Capital World Investors
California
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$162M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1226
Hara Capital
Washington
$183K +$91.5K +1,340 +100%
FLP
1227
Financial Life Planners
Arizona
$183K +$183K +2,680 New
CH
1228
Cromwell Holdings
Wyoming
$177K – – –
HDIM
1229
Hanson & Doremus Investment Management
Vermont
$176K +$10.3K +150 +6%
SC
1230
Steph & Co
Wisconsin
$172K – – –
KFI
1231
Key Financial Inc
Pennsylvania
$165K – – –
LFG
1232
Larson Financial Group
Missouri
$164K +$10.2K +149 +7%
CNBTD
1233
Citizens National Bank Trust Department
Mississippi
$164K – – –
AWM
1234
Avior Wealth Management
Nebraska
$164K +$2.39K +35 +1%
LCM
1235
Logan Capital Management
Pennsylvania
$161K – – –
MCM
1236
MV Capital Management
Maryland
$159K +$137 +2 +0.1%
FDCP
1237
Foster Dykema Cabot & Partners
Massachusetts
$158K -$1.1K -16 -0.7%
HWA
1238
HHM Wealth Advisors
Tennessee
$156K +$2.66K +39 +2%
PWA
1239
Provenance Wealth Advisors
Florida
$154K -$525K -7,689 -77%
CAL
1240
Capital Advisors Ltd
Ohio
$154K -$682 -10 -0.4%
GCM
1241
Gables Capital Management
Florida
$154K – – –
CFO
1242
CVA Family Office
Colorado
$152K +$7.17K +105 +5%
BSB
1243
Bangor Savings Bank
Maine
$152K – – –
PAM
1244
Parvin Asset Management
South Dakota
$152K +$152K +2,225 New
ACM
1245
Adalta Capital Management
New York
$150K – – –
CA
1246
Continuum Advisory
Idaho
$146K +$16.9K +248 +13%
JWA
1247
JFS Wealth Advisors
Pennsylvania
$145K – – –
RCM
1248
Richardson Capital Management
Wisconsin
$144K +$341 +5 +0.2%
CAL
1249
Capital Analysts LLC
Pennsylvania
$143K +$8.66K +127 +6%
UIA
1250
Ulland Investment Advisors
Minnesota
$142K – – –
48 49
50
51 52