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Carrier Global
CARR

Overview Fund Activity

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.1B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.33B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$111M
4
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$349M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.68B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$729M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$262M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Prospector Partners
Connecticut
$15.4M – – –
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$14.9M +$2.08M +36,184 +16%
Macquarie Group
153
Macquarie Group
Australia
$14.9M -$303K -5,277 -2%
ATN
154
AMF Tjänstepension
Sweden
$14.6M -$45.7M -794,516 -76%
GF
155
Gabelli Funds
New York
$14.4M +$898K +15,630 +7%
WCMNY
156
Westchester Capital Management (New York)
New York
$14.3M +$7.28M +126,700 +103%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$13.6M -$877K -15,269 -6%
SEI Investments
158
SEI Investments
Pennsylvania
$13.6M -$259K -4,501 -2%
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$13.6M -$547K -9,524 -4%
ASRS
160
Arizona State Retirement System
Arizona
$13.5M -$36.8K -640 -0.3%
MG
161
Markel Group
Virginia
$13.5M – – –
SOMRS
162
State of Michigan Retirement System
Michigan
$13.2M +$5.75K +100 +0%
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$13.1M +$3.05M +53,050 +30%
AIG
164
American International Group
New York
$12.9M +$183K +3,185 +1%
Franklin Resources
165
Franklin Resources
California
$12.8M -$4.37K -76 -0%
Mariner
166
Mariner
Kansas
$12.8M +$459K +7,991 +4%
Nomura Asset Management
167
Nomura Asset Management
Japan
$12.7M +$501K +8,724 +4%
AB
168
Amalgamated Bank
New York
$12.6M -$565K -9,834 -4%
Two Sigma Advisers
169
Two Sigma Advisers
New York
$12.5M +$5.7M +99,300 +84%
UIM
170
USS Investment Management
United Kingdom
$12.4M -$914K -15,907 -7%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$12M +$382K +6,655 +3%
Truist Financial
172
Truist Financial
North Carolina
$12M -$1.51M -26,210 -11%
PR
173
Payden & Rygel
California
$11.9M -$6.43M -112,000 -35%
MIM
174
MetLife Investment Management
New Jersey
$11.7M -$202K -3,524 -2%
CGIM
175
Capital Group Investment Management
Singapore
$11.6M -$8.75M -152,375 -43%
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