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Carrier Global

1,438 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 459 increasing their positions, 545 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+35
Holders Change %
+2.49%
% of All Funds
20.92%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
144
Increased
459
Reduced
545
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
1326
Matthew Hamilton Rosenberg
$20.2K -$19.6K -316 -49%
N
1327
Natixis
France
$20.2K
GKIM
1328
GW&K Investment Management
Massachusetts
$20K +$2.48K +39 +14%
SIC
1329
SJS Investment Consulting
Ohio
$19.9K -$1.96K -31 -9%
KWAG
1330
Kiely Wealth Advisory Group
North Carolina
$19.9K +$6.97K +108 +54%
RCM
1331
Raleigh Capital Management
North Carolina
$19.7K -$12K -190 -38%
GI
1332
Gradient Investments
Minnesota
$19.2K +$5.68K +90 +42%
EDRH
1333
Edmond de Rothschild Holding
Switzerland
$18.9K
AFS
1334
Annapolis Financial Services
Maryland
$18.9K
FWA
1335
FSC Wealth Advisors
New York
$18.2K
ZRP
1336
Zynergy Retirement Planning
New Jersey
$17.3K +$17.3K +275 New
CFD
1337
Creative Financial Designs
Indiana
$17.2K
MBFW
1338
Morton Brown Family Wealth
Pennsylvania
$16.6K
ITFISA
1339
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$15.8K +$15.8K +250 New
AAG
1340
Accordant Advisory Group
Maryland
$15.8K +$15.8K +250 New
MAM
1341
Magellan Asset Management
Australia
$15.6K
WWP
1342
WR Wealth Planners
Missouri
$15.3K +$694 +11 +5%
DF
1343
DecisionPoint Financial
Arizona
$15K
PWMG
1344
Private Wealth Management Group
New Jersey
$14.6K
PP
1345
PrairieView Partners
Minnesota
$14K
BHWM
1346
Beaird Harris Wealth Management
Texas
$13.7K +$13.7K +217 New
TCG
1347
Transcendent Capital Group
Oklahoma
$13.4K
FPB
1348
First PREMIER Bank
South Dakota
$13K
Kayne Anderson Rudnick Investment Management
1349
Kayne Anderson Rudnick Investment Management
California
$13K +$505 +8 +4%
MSFP
1350
Mark Sheptoff Financial Planning
Connecticut
$12.8K