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Carrier Global
CARR

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.94B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.02B
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$185M
4
Citadel Advisors
4
Citadel Advisors
Florida
$140M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.06B
2
BlackRock
2
BlackRock
New York
$3.31B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.05B
4
Morgan Stanley
4
Morgan Stanley
New York
$772M
5
Capital International Investors
5
Capital International Investors
California
$5.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
1426
HighMark Wealth Management
Minnesota
$1.26K – – –
IHWM
1427
Iron Horse Wealth Management
Iowa
$1.26K – – –
PCTC
1428
Perkins Coie Trust Company
Washington
$1.2K – – –
FG
1429
Fairman Group
Pennsylvania
$1.08K – – –
HFS
1430
HBC Financial Services
Washington
$1K – – –
TFA
1431
Transamerica Financial Advisors
Florida
$1K – – –
WWM
1432
Wolff Wiese Magana
California
$947 – – –
DWA
1433
Delos Wealth Advisors
Texas
$821 – – –
TWP
1434
Triad Wealth Partners
Kansas
$631 +$631 +10 New
PA
1435
PSI Advisors
Florida
$378 – – –
MIA
1436
MeadowBrook Investment Advisors
Michigan
$252 – – –
FNWA
1437
Financial Network Wealth Advisors
Utah
$252 +$252 +4 New
WPA
1438
West Paces Advisors
Georgia
$126 +$126 +2 New
BFPW
1439
BOK Financial Private Wealth
Colorado
$38 – – –
CVA
1440
Ceredex Value Advisors
Florida
– -$49.9M -859,200 Closed
Renaissance Technologies
1441
Renaissance Technologies
New York
– -$21.8M -375,400 Closed
Adage Capital Partners
1442
Adage Capital Partners
Massachusetts
– -$20M -344,538 Closed
DSA
1443
Davis Selected Advisers
Arizona
– -$13.4M -229,695 Closed
AIG
1444
American International Group
New York
– -$12.9M -222,367 Closed
TC
1445
TwinBeech Capital
New York
– -$12.7M -218,891 Closed
Alyeska Investment Group
1446
Alyeska Investment Group
Illinois
– -$7.94M -136,615 Closed
AIM
1447
Achmea Investment Management
Netherlands
– -$5.62M -96,671 Closed
EW
1448
Evoke Wealth
California
– -$5.53M -95,154 Closed
HHAM
1449
HITE Hedge Asset Management
Massachusetts
– -$5.38M -92,473 Closed
LAM
1450
LECAP Asset Management
United Kingdom
– -$4.79M -82,349 Closed
56 57
58
59 60