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Carrier Global
CARR

Overview Fund Activity

1,337 hedge funds and large institutions have $39.8B invested in Carrier Global in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 387 increasing their positions, 545 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+75
Holders Change %
+5.94%
% of All Funds
20.65%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
180
Increased
387
Reduced
545
Closed
85
Calls
$99.3M
Puts
$105M
Net Calls
-$5.83M
Net Calls Change
-$25M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$540M
2
Capital World Investors
Capital World Investors
California
+$279M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$139M
4
KBC Group
KBC Group
Belgium
+$72.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
2
Ameriprise
Ameriprise
Minnesota
-$159M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$119M
4
Dodge & Cox
Dodge & Cox
California
-$112M
5
BlackRock
BlackRock
New York
-$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
$3.66M -$490K -9,029 -12%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$3.66M +$552K +10,176 +18%
DCM
303
Delta Capital Management
New Jersey
$3.6M +$2.44K +45 +0.1%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$3.6M – – –
BBVA
305
Banco Bilbao Vizcaya Argentaria
Spain
$3.56M +$409K +7,618 +13%
Wealthfront Advisers
306
Wealthfront Advisers
California
$3.48M -$551K -10,148 -14%
CCM
307
Cohen Capital Management
California
$3.48M – – –
PG
308
Patten Group
Tennessee
$3.48M -$29.6K -545 -0.8%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$3.43M – – –
PI
310
PEAK6 Investments
Illinois
$3.43M +$777K +14,325 +29%
GF
311
Gabelli Funds
New York
$3.42M – – –
ANTB
312
AMG National Trust Bank
Colorado
$3.4M +$79K +1,457 +2%
EMPI
313
Elo Mutual Pension Insurance
Finland
$3.4M +$264K +4,858 +8%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$3.36M -$73.6K -1,357 -2%
WB
315
WesBanco Bank
West Virginia
$3.34M -$44.6K -822 -1%
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$3.32M -$693K -12,781 -17%
WMSA
317
Weiss Multi-Strategy Advisers
New York
$3.31M +$3.31M +61,101 New
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$3.31M +$699K +12,890 +27%
William Blair & Company
319
William Blair & Company
Illinois
$3.29M -$133K -2,455 -4%
LJHT
320
Laurie J. Hall Trustee
$3.27M +$22.2K +410 +0.7%
KJHP
321
K.J. Harrison & Partners
Ontario, Canada
$3.26M – – –
CA
322
CSM Advisors
Pennsylvania
$3.26M +$33.1K +610 +1%
SI
323
Stephens Inc
Arkansas
$3.24M -$24K -443 -0.7%
JPMIA
324
J.P. Marvel Investment Advisors
Massachusetts
$3.22M – – –
UCFA
325
United Capital Financial Advisors
Texas
$3.21M +$57.2K +1,054 +2%
11 12
13
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