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Carrier Global
CARR

Overview Fund Activity

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$172M
3
Artisan Partners
Artisan Partners
Wisconsin
+$166M
4
BlackRock
BlackRock
New York
+$151M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Capital International Investors
Capital International Investors
California
-$677M
3
Capital World Investors
Capital World Investors
California
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$162M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIW
1451
Holos Integrated Wealth
Pennsylvania
$11.3K +$11.3K +165 New
HNW
1452
High Note Wealth
Minnesota
$11.1K +$11.1K +163 New
RWPA
1453
Richard W. Paul & Associates
Michigan
$10.9K – – –
LOIP
1454
Live Oak Investment Partners
Texas
$10.2K -$12.1K – –
WAG
1455
Wiser Advisor Group
Arizona
$10.2K +$68 +1 +0.7%
TPW
1456
Talon Private Wealth
Florida
$10.1K – – –
BIM
1457
Breakwater Investment Management
Washington
$9.9K – – –
AG
1458
AmeriFlex Group
Nevada
$9.46K +$9.46K +145 New
EWP
1459
Elevation Wealth Partners
California
$9.15K +$9.15K +134 New
MSG
1460
Main Street Group
Virginia
$9.08K – – –
FFA
1461
Fairfield Financial Advisors
Massachusetts
$8.81K – – –
CAM
1462
Costello Asset Management
Pennsylvania
$8.53K – – –
ME
1463
McIlrath & Eck
Washington
$8.53K +$8.53K +125 New
SR
1464
Syntax Research
Florida
$8.06K – – –
HIIFS
1465
Harel Insurance Investments & Financial Services
Israel
$8K – – –
HHGA
1466
Halbert Hargrove Global Advisors
California
$7.92K +$7.92K +116 New
GJIA
1467
Glass Jacobson Investment Advisors
Maryland
$7.58K – – –
CFP
1468
Comprehensive Financial Planning
Pennsylvania
$7.51K +$7.51K +110 New
FGC
1469
Financial Gravity Companies
Texas
$6.89K – – –
WIM
1470
Westside Investment Management
California
$6.83K – – –
YP
1471
YANKCOM Partnership
South Dakota
$6.83K +$6.83K +100 New
NWM
1472
Nova Wealth Management
Florida
$6.83K +$6.83K +100 New
SFG
1473
Stonebridge Financial Group
Pennsylvania
$6.83K +$6.83K +100 New
PWA
1474
Physician Wealth Advisors
Utah
$6.69K +$6.69K +98 New
MCM
1475
Mainstream Capital Management
California
$6.62K +$6.62K +97 New
57 58
59
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