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Carrier Global
CARR

Overview Fund Activity

1,536 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, 506 increasing their positions, 534 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
+99
Holders Change %
+6.89%
% of All Funds
22.22%
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
506
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 %
PP
1501
PFS Partners
New Jersey
$4.21K – – –
PCFFS
1502
Pacific Center for Financial Services
California
$4.03K – – –
WOC
1503
West Oak Capital
California
$3.92K – – –
CPA
1504
Clear Point Advisors
New York
$3.86K – – –
MIM
1505
Macroview Investment Management
Maryland
$3.62K – – –
BGA
1506
Battery Global Advisors
Massachusetts
$3.54K +$3.54K +44 New
SRCM
1507
Signature Resources Capital Management
California
$3.38K – – –
AP
1508
Aspect Partners
Virginia
$3.3K – – –
TCM
1509
TD Capital Management
Tennessee
$3.22K – – –
IHWM
1510
Iron Horse Wealth Management
Iowa
$3.22K +$1.61K +20 +100%
OAJ
1511
Ogorek Anthony Joseph
New York
$3K – – –
HWP
1512
Highline Wealth Partners
California
$2.9K +$1.05K +13 +57%
PPC
1513
Park Place Capital
Alabama
$2.74K – – –
SWC
1514
Spectrum Wealth Counsel
Indiana
$2.66K – – –
TWD
1515
True Wealth Design
Ohio
$2.66K +$322 +4 +14%
DWM
1516
Dogwood Wealth Management
Kansas
$2.58K – – –
TCA
1517
Trifecta Capital Advisors
Illinois
$2.5K – – –
BWL
1518
Bogart Wealth LLC
Virginia
$2.25K – – –
ACA
1519
Atlas Capital Advisors
Wyoming
$2.25K -$217K -2,700 -99%
GWM
1520
Guardian Wealth Management
Illinois
$2.01K – – –
FC
1521
Fairscale Capital
New Hampshire
$2.01K – – –
GPFA
1522
Game Plan Financial Advisors
Ohio
$1.93K – – –
HWM
1523
HighMark Wealth Management
Minnesota
$1.61K – – –
CFG
1524
Copley Financial Group
California
$1.53K +$1.53K +19 New
FG
1525
Fairman Group
Pennsylvania
$1.37K – – –
59 60
61
62 63