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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 %
NWWA
1476
New Wave Wealth Advisors
Arkansas
$6.5K +$6.5K +95 New
S
1477
Sachetta
Massachusetts
$6.5K -$4.58K -67 -41%
AF
1478
Atala Financial
California
$6.35K +$6.35K +93 New
TFA
1479
Toth Financial Advisory
Virginia
$6.14K – – –
DWM
1480
Darwin Wealth Management
Florida
$6.14K +$6.14K +90 New
O
1481
Ossiam
France
$6.08K -$478 -7 -7%
SL
1482
Salomon & Ludwin
Virginia
$5.87K -$1.57K -23 -21%
GFPC
1483
Global Financial Private Client
Florida
$5.87K +$819 +12 +16%
CCA
1484
Criterion Capital Advisors
Tennessee
$5.49K – – –
FGA
1485
Fortis Group Advisors
New Jersey
$5.19K – – –
CWM
1486
Cranbrook Wealth Management
Michigan
$5.12K – – –
AW
1487
Avion Wealth
Texas
$5K -$407 -7 -8%
BAM
1488
Byrne Asset Management
New Jersey
$4.57K – – –
AWM
1489
Atticus Wealth Management
Florida
$4.51K – – –
HWP
1490
Highline Wealth Partners
California
$4.3K +$1.84K +27 +75%
SO
1491
Sierra Ocean
California
$4.25K +$4.25K +62 New
IHWM
1492
Iron Horse Wealth Management
Iowa
$4.1K +$1.37K +20 +50%
DFA
1493
DHJJ Financial Advisors
Illinois
$4.03K – – –
FFL
1494
Financial Freedom LLC
Ohio
$3.83K – – –
PS
1495
Pinney & Scofield
Massachusetts
$3.72K +$3.72K +54 New
RPA
1496
Redwood Park Advisors
California
$3.62K +$3.62K +53 New
PP
1497
PFS Partners
New Jersey
$3.58K – – –
DRP
1498
Decker Retirement Planning
Utah
$3.48K +$3.48K +51 New
PCFFS
1499
Pacific Center for Financial Services
California
$3.41K – – –
BL
1500
BFSG LLC
California
$3.41K +$3.41K +50 New
58 59
60
61 62