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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
20.51%
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
$362M
2
Morgan Stanley
Morgan Stanley
New York
$907M
3
Artisan Partners
Artisan Partners
Wisconsin
$166M
4
BlackRock
BlackRock
New York
$3.78B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$5.15B
2
Capital International Investors
Capital International Investors
California
$5.11B
3
Capital World Investors
Capital World Investors
California
$3.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.81B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
1626
Nicholas Hoffman & Company
Georgia
– -$213K -2,644 Closed
IA
1627
Inspire Advisors
Idaho
– -$212K -2,635 Closed
GWM
1628
Greenhouse Wealth Management
Connecticut
– -$212K -2,629 Closed
OFS
1629
OneAscent Financial Services
Alabama
– -$212K -2,629 Closed
FWIA
1630
Fort Washington Investment Advisors
Ohio
– -$211K -2,625 Closed
IF
1631
Intrua Financial
Texas
– -$211K -2,624 Closed
ZIG
1632
Zuckerman Investment Group
Illinois
– -$211K -2,623 Closed
ATPW
1633
Ashton Thomas Private Wealth
Arizona
– -$211K -2,617 Closed
MW
1634
Marcum Wealth
Ohio
– -$211K -2,616 Closed
BW
1635
Bison Wealth
Georgia
– -$210K -2,613 Closed
MSS
1636
Mitchell Sinkler & Starr
Pennsylvania
– -$210K -2,605 Closed
PPP
1637
Private Portfolio Partners
New Jersey
– -$209K -2,602 Closed
HR
1638
Howe & Rusling
New York
– -$209K -2,602 Closed
RCI
1639
RS Crum Inc
California
– -$209K -2,600 Closed
AA
1640
Alta Advisers
United Kingdom
– -$209K -2,600 Closed
RW
1641
Rede Wealth
Virginia
– -$209K -2,600 Closed
WP
1642
WMS Partners
Maryland
– -$209K -2,598 Closed
SFS
1643
Stiles Financial Services
Minnesota
– -$209K -2,593 Closed
MCCA
1644
Mill Creek Capital Advisors
Pennsylvania
– -$208K -2,590 Closed
LRPA
1645
L. Roy Papp & Associates
Arizona
– -$208K -2,590 Closed
SCP
1646
Sivia Capital Partners
California
– -$208K -2,583 Closed
TP
1647
Tranquility Partners
Tennessee
– -$207K -2,573 Closed
GWM
1648
GDS Wealth Management
Texas
– -$207K -2,568 Closed
TWA
1649
TCI Wealth Advisors
Arizona
– -$206K -2,564 Closed
AWE
1650
Avidian Wealth Enterprises
Texas
– -$205K -2,550 Closed
64 65
66
67 68