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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 %
W
1376
WealthCollab
Washington
$1.04K +$1.04K +18 New
TWP
1377
TFO Wealth Partners
Ohio
$1.03K – – –
TFA
1378
Transamerica Financial Advisors
Florida
$1K – – –
HFS
1379
HBC Financial Services
Washington
$1K – – –
FG
1380
Fairman Group
Pennsylvania
$980 +$980 +17 New
TWD
1381
True Wealth Design
Ohio
$977 – – –
RA
1382
Rise Advisors
New York
$901 – – –
WPA
1383
West Paces Advisors
Georgia
$575 -$1.73K -30 -75%
LFA
1384
Livelsberger Financial Advisory
Ohio
$556 +$556 +10 New
AIMA
1385
Ables Iannone Moore & Associates
Georgia
$345 +$345 +6 New
PA
1386
PSI Advisors
Florida
$344 – – –
MIA
1387
MeadowBrook Investment Advisors
Michigan
$230 +$230 +4 New
HWP
1388
Highline Wealth Partners
California
$174 – – –
Diamond Hill Capital Management
1389
Diamond Hill Capital Management
Ohio
– -$190M -3,446,362 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1390
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$24.5M -444,150 Closed
ADEF
1391
Adams Diversified Equity Fund
Maryland
– -$24.1M -436,020 Closed
LOAME
1392
Lombard Odier Asset Management (Europe)
United Kingdom
– -$19M -343,575 Closed
CC
1393
Carlson Capital
Texas
– -$10.1M -183,100 Closed
VanEck Associates
1394
VanEck Associates
New York
– -$7.12M -129,063 Closed
FFM
1395
Fullerton Fund Management
Singapore
– -$6.7M -121,316 Closed
MIM
1396
Martin Investment Management
Florida
– -$6.11M -110,747 Closed
MTWSIF
1397
Mivtachim The Workers Social Insurance Fund
Israel
– -$6.07M -110,000 Closed
EW
1398
Evoke Wealth
California
– -$5.28M -95,598 Closed
WI
1399
WBI Investments
New Jersey
– -$3.62M -65,611 Closed
AI
1400
AdvisorShares Investments
Maryland
– -$3.49M -63,243 Closed
54 55
56
57 58