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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
+$571M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
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
+$80.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$943M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$147M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$68.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
201
Commerce Bank
Missouri
$8.37M -$159K -2,769 -2%
URS
202
Utah Retirement Systems
Utah
$8.3M +$68.9K +1,200 +0.8%
EWM
203
Empirical Wealth Management
Washington
$8.27M +$1.65M +28,699 +25%
PAIM
204
Punch & Associates Investment Management
Minnesota
$8.24M +$39K +679 +0.5%
AAIS
205
ABN AMRO Investment Solutions
$8.07M -$2.64M -45,900 -25%
CM
206
Churchill Management
California
$8.07M -$248K -4,318 -3%
SAM
207
Socorro Asset Management
Texas
$7.97M +$121K +2,101 +2%
CAM
208
ClariVest Asset Management
California
$7.94M -$1.58M -27,586 -17%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$7.79M -$862 -15 -0%
CFB
210
Cullen/Frost Bankers
Texas
$7.76M -$394K -6,850 -5%
DPAM
211
Degroof Petercam Asset Management
Belgium
$7.74M +$7.74M +134,798 New
WCA
212
Waratah Capital Advisors
Ontario, Canada
$7.65M +$3.04M +52,986 +66%
KCM
213
Kanawha Capital Management
Virginia
$7.52M +$83.9K +1,460 +1%
NYLIM
214
New York Life Investment Management
New York
$7.51M +$19.1K +333 +0.3%
GAM
215
Gotham Asset Management
New York
$7.19M +$1.86M +32,417 +35%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$7.17M -$189K -3,287 -3%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$7.02M -$336K -5,845 -5%
CM
218
Capital Management
Virginia
$7.01M -$19.5K -340 -0.3%
GI
219
GAMCO Investors
Connecticut
$6.97M -$447K -7,781 -6%
YCM
220
Yousif Capital Management
Michigan
$6.81M -$413K -7,186 -6%
NAM
221
NorthCrest Asset Manangement
Minnesota
$6.8M +$155K +2,700 +2%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$6.79M -$140K -2,439 -2%
PI
223
PGGM Investments
Netherlands
$6.62M -$568K -9,885 -8%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$6.62M -$288K -5,006 -4%
LC
225
Lincoln Capital
Nebraska
$6.61M -$30.3K -528 -0.5%
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