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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 %
MCM
1401
Marsico Capital Management
Colorado
– -$2.86M -51,855 Closed
PCM
1402
Portolan Capital Management
Massachusetts
– -$2.74M -49,709 Closed
LSA
1403
L & S Advisors
California
– -$2.41M -43,692 Closed
GH
1404
GAM Holding
Switzerland
– -$2.36M -42,790 Closed
IMC Chicago
1405
IMC Chicago
Illinois
– -$1.81M -32,724 Closed
EAM
1406
Erste Asset Management
Austria
– -$1.44M -25,700 Closed
BPC
1407
Banque Pictet & Cie
Switzerland
– -$1.37M -24,850 Closed
CWM
1408
C2C Wealth Management
Arizona
– -$1.33M -24,425 Closed
SBH
1409
Segall Bryant & Hamill
Illinois
– -$1.06M -19,264 Closed
MAM
1410
Meeder Asset Management
Ohio
– -$989K -17,924 Closed
MC
1411
Maverick Capital
Texas
– -$920K -16,673 Closed
SNBOSD
1412
Security National Bank of So Dak
Iowa
– -$844K -15,295 Closed
ADIM
1413
Alpha DNA Investment Management
Maryland
– -$809K -14,661 Closed
FF
1414
Friedenthal Financial
New Jersey
– -$766K -13,884 Closed
M1FG
1415
Mach-1 Financial Group
Arkansas
– -$748K -13,551 Closed
FMAEN1
1416
Fund Management at Engine No 1
California
– -$661K -11,976 Closed
SNBOSCI
1417
Security National Bank of Sioux City Iowa
Iowa
– -$612K -11,085 Closed
CG
1418
Cutler Group
California
– -$475K -8,614 Closed
AIM
1419
Aspen Investment Management
Michigan
– -$442K -8,025 Closed
BFM
1420
Boothbay Fund Management
New York
– -$382K -6,925 Closed
BS
1421
Banco Santander
Spain
– -$358K -6,478 Closed
Balyasny Asset Management
1422
Balyasny Asset Management
Illinois
– -$351K -6,354 Closed
CWM
1423
Calamos Wealth Management
Illinois
– -$329K -5,957 Closed
OCBCO
1424
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$326K -5,909 Closed
VCM
1425
Virtue Capital Management
Tennessee
– -$281K -5,713 Closed
55 56
57
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