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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 %
GEA
1251
Glen Eagle Advisors
New Jersey
$28.8K +$1.84K +32 +7%
OCM
1252
Osterweis Capital Management
California
$28.7K – – –
LFA
1253
Legend Financial Advisors
Pennsylvania
$28.7K – – –
HCM
1254
Hollencrest Capital Management
California
$27.9K – – –
RTL
1255
Red Tortoise LLC
Georgia
$27.6K -$3.51K -61 -11%
BCFD
1256
Boit C.F. David
$27.5K – – –
OIAM
1257
OFI Invest Asset Management
France
$27.3K -$520 -10 -2%
EC
1258
EdgeRock Capital
Colorado
$27.1K +$27.1K +476 New
BCPWM
1259
Bradley & Co Private Wealth Management
Florida
$26.4K – – –
DIP
1260
DT Investment Partners
Pennsylvania
$26K – – –
DPW
1261
DiNuzzo Private Wealth
Pennsylvania
$25.5K +$25.5K +443 New
HGERS
1262
Householder Group Estate & Retirement Specialist
Arizona
$25K -$7.92K -141 -24%
MFA
1263
McClarren Financial Advisors
Pennsylvania
$25K +$11.6K +202 +87%
IFS
1264
Intelligent Financial Strategies
Minnesota
$24.4K – – –
MFT
1265
Moisand Fitzgerald Tamayo
Florida
$23.2K -$26.9K -469 -54%
MSFP
1266
Mark Sheptoff Financial Planning
Connecticut
$23.2K – – –
GIA
1267
GHP Investment Advisors
Colorado
$23.1K -$11.2K -194 -33%
FFA
1268
Frazier Financial Advisors
Ohio
$22.8K +$22.8K +397 New
VCM
1269
Versant Capital Management
Arizona
$21.6K -$57 -1 -0.3%
MA
1270
MCF Advisors
Kentucky
$21.6K – – –
RP
1271
Raelipskie Partnership
Ontario, Canada
$20.7K +$20.7K +360 New
SIC
1272
SJS Investment Consulting
Ohio
$20.3K +$748 +13 +4%
FFO
1273
Fortitude Family Office
Arizona
$20.2K +$20.2K +352 New
TIM
1274
Tortoise Investment Management
New York
$20.1K – – –
FWM
1275
FSA Wealth Management
Massachusetts
$20K +$20K +353 New
49 50
51
52 53