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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
$1.1B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.33B
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
$349M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.68B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$729M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$262M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
1326
Bogart Wealth LLC
Virginia
$7.46K +$5.86K +102 +364%
FFA
1327
Fairfield Financial Advisors
Massachusetts
$7.33K +$57 +1 +0.8%
SR
1328
Syntax Research
Florida
$6.78K – – –
OA
1329
Operose Advisors
Wisconsin
$6.32K -$31K -540 -83%
GJIA
1330
Glass Jacobson Investment Advisors
Maryland
$6.31K +$57 +1 +0.9%
PCA
1331
Providence Capital Advisors
North Carolina
$6.21K – – –
HIIFS
1332
Harel Insurance Investments & Financial Services
Israel
$6K – – –
RL
1333
Rogco LP
Oklahoma
$5.75K – – –
DI
1334
DAGCO Inc
Ohio
$5.57K +$5.57K +97 New
DWS
1335
Dynamic Wealth Strategies
California
$5.57K +$5.57K +97 New
PWMG
1336
Provence Wealth Management Group
California
$5.57K – – –
TFA
1337
Toth Financial Advisory
Virginia
$5.17K – – –
ME
1338
McIlrath & Eck
Washington
$5.17K – – –
S
1339
Sachetta
Massachusetts
$5.12K +$5.12K +89 New
TSWM
1340
Tyler-Stone Wealth Management
Ohio
$4.83K – – –
JSAM
1341
J. Safra Asset Management
New York
$4.54K +$4.54K +79 New
CWM
1342
Cranbrook Wealth Management
Michigan
$4.31K +$4.31K +75 New
GFPC
1343
Global Financial Private Client
Florida
$4.25K – – –
AWM
1344
Atticus Wealth Management
Florida
$4.02K – – –
SC
1345
Sawyer & Company
Massachusetts
$4K – – –
BAM
1346
Byrne Asset Management
New Jersey
$3.87K – – –
DF
1347
Dunhill Financial
United Kingdom
$3.49K +$3.49K +61 New
RCM
1348
Raleigh Capital Management
North Carolina
$3.45K +$3.45K +60 New
DFA
1349
DHJJ Financial Advisors
Illinois
$3.39K – – –
FFL
1350
Financial Freedom LLC
Ohio
$3.18K – – –
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