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Carrier Global
CARR

Overview Fund Activity

1,537 hedge funds and large institutions have $59.5B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+99
Holders Change %
+6.88%
% of All Funds
22.23%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.27%
New
196
Increased
507
Reduced
534
Closed
80
Calls
$725M
Puts
$704M
Net Calls
+$21.2M
Net Calls Change
-$140M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$703M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$202M
3
ZIG
3
Zurich Insurance Group
Switzerland
$130M
4
Amundi
4
Amundi
France
$296M
5
Capital International Investors
5
Capital International Investors
California
$6.82B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.32B
3
Morgan Stanley
3
Morgan Stanley
New York
$866M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1376
American Capital Advisory
Idaho
$54.3K – – –
HWM
1377
Hemington Wealth Management
Virginia
$52K +$52K +717 New
SWA
1378
SOA Wealth Advisors
New York
$51.2K – – –
ATS
1379
Ashton Thomas Securities
New York
$50.3K +$50.3K +625 New
TF
1380
Tompkins Financial
New York
$49.8K – – –
CWP
1381
Concord Wealth Partners
Virginia
$48.3K -$1.29K -16 -3%
UCB
1382
United Community Bank
South Carolina
$48.3K – – –
CAM
1383
Creekmur Asset Management
Illinois
$48K -$9.98K -124 -17%
WBC
1384
West Branch Capital
Massachusetts
$47.5K – – –
PS
1385
Planned Solutions
California
$46.7K +$46.7K +580 New
OC
1386
Oarsman Capital
Wisconsin
$46.3K +$46.3K +575 New
CJ
1387
Caitlin John
Michigan
$44.9K -$2.98K -39 -6%
CPA
1388
Capital Performance Advisors
California
$44K +$44K +547 New
HFS
1389
Hantz Financial Services
Michigan
$44K – – –
AIC
1390
Archer Investment Corporation
Indiana
$43K – – –
GEA
1391
Glen Eagle Advisors
New Jersey
$42.4K – – –
FFA
1392
Frazier Financial Advisors
Ohio
$41.1K -$80 -1 -0.2%
BFP
1393
Briaud Financial Planning
Texas
$41K – – –
PMFA
1394
Plante Moran Financial Advisors
Michigan
$40.5K -$32.2K -400 -44%
BCFD
1395
Boit C.F. David
$40.3K – – –
OCM
1396
Osterweis Capital Management
California
$40.2K – – –
LFA
1397
Legend Financial Advisors
Pennsylvania
$40.2K – – –
CTB
1398
Country Trust Bank
Illinois
$40.2K +$40.2K +500 New
NL
1399
NVWM LLC
Pennsylvania
$39.8K -$7.89K -98 -17%
VCM
1400
Versant Capital Management
Arizona
$39.4K -$1.53K -19 -4%
54 55
56
57 58