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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Bank of America
Bank of America
North Carolina
+$784M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$349M
4
Capital International Investors
Capital International Investors
California
+$201M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$103M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.03B
2
DSA
Davis Selected Advisers
Arizona
-$726M
3
SCA
Southpoint Capital Advisors
New York
-$438M
4
BlackRock
BlackRock
New York
-$209M
5
Dodge & Cox
Dodge & Cox
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
CSM Advisors
Pennsylvania
$2.87M -$73.5K -1,510 -2%
JPMIA
327
J.P. Marvel Investment Advisors
Massachusetts
$2.87M -$25.3K -520 -0.9%
EWM
328
Evercore Wealth Management
New York
$2.87M -$972 -20 -0%
TPCM
329
Three Peaks Capital Management
Colorado
$2.83M +$2.83M +58,270 New
ARC
330
Advisor Resource Council
Texas
$2.82M +$2.82M +58,011 New
EMPI
331
Elo Mutual Pension Insurance
Finland
$2.81M -$76K -1,564 -3%
AI
332
Atria Investments
North Carolina
$2.79M +$2.79M +57,373 New
CIBC World Market
333
CIBC World Market
Ontario, Canada
$2.79M +$1.91M +39,238 +217%
BBVA
334
Banco Bilbao Vizcaya Argentaria
Spain
$2.78M +$1.63M +33,447 +141%
LP
335
LMR Partners
United Kingdom
$2.78M +$1.23M +25,402 +80%
CS
336
Candriam SCA
Luxembourg
$2.76M +$116K +2,380 +4%
CWM
337
CIBC World Markets
New York
$2.76M -$1.03M -21,185 -27%
SFA
338
Souders Financial Advisors
Ohio
$2.73M +$2.73M +56,191 New
ACA
339
Aptus Capital Advisors
Alabama
$2.72M +$210K +4,326 +8%
WJWM
340
Williams Jones Wealth Management
New York
$2.67M +$286K +5,894 +12%
HIMC
341
Heritage Investors Management Corp
Maryland
$2.66M -$66.1K -1,360 -2%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$2.65M +$146K +3,000 +6%
UCFA
343
United Capital Financial Advisors
Texas
$2.64M -$112K -2,314 -4%
William Blair & Company
344
William Blair & Company
Illinois
$2.59M -$177K -3,637 -6%
FC
345
FORA Capital
Florida
$2.58M +$1.91M +39,375 +288%
SO
346
STRS Ohio
Ohio
$2.58M -$644K -13,249 -20%
TPM
347
Triasima Portfolio Management
Quebec, Canada
$2.55M +$126K +2,590 +5%
MCM
348
McMillion Capital Management
North Carolina
$2.55M +$1.68M +34,577 +193%
WAM
349
Westport Asset Management
Connecticut
$2.55M – – –
SWP
350
Stratos Wealth Partners
Ohio
$2.55M +$1.41M +29,024 +124%
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