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Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$720M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$199M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$183M
4
Capital International Investors
Capital International Investors
California
+$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$91.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$172M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$125M
4
Dodge & Cox
Dodge & Cox
California
-$122M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJHT
326
Laurie J. Hall Trustee
$3.1M +$31.1K +600 +1%
TAF
327
Tredje AP-fonden
Sweden
$3.09M – – –
CA
328
CSM Advisors
Pennsylvania
$3.08M +$20.7K +400 +0.7%
JPMIA
329
J.P. Marvel Investment Advisors
Massachusetts
$3.07M +$16.7K +322 +0.5%
EWM
330
Evercore Wealth Management
New York
$3.06M +$5.28K +102 +0.2%
SAM
331
Silvercrest Asset Management
New York
$3.04M -$1.11M -21,425 -27%
PI
332
PineBridge Investments
New York
$3.02M +$1.18M +22,821 +64%
UCFA
333
United Capital Financial Advisors
Texas
$3M +$197K +3,797 +7%
EMPI
334
Elo Mutual Pension Insurance
Finland
$2.99M – – –
SAM
335
Shikiar Asset Management
New York
$2.98M +$1.09M +21,005 +58%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$2.97M +$815K +15,742 +38%
SFA
337
Souders Financial Advisors
Ohio
$2.95M +$39.2K +758 +1%
CAN
338
Cetera Advisor Networks
California
$2.92M +$990K +19,123 +51%
CS
339
Candriam SCA
Luxembourg
$2.83M -$112K -2,168 -4%
HIMC
340
Heritage Investors Management Corp
Maryland
$2.82M -$12.5K -242 -0.4%
LSERS
341
Louisiana State Employees Retirement System
Louisiana
$2.8M +$160K +3,100 +6%
SWP
342
Stratos Wealth Partners
Ohio
$2.78M +$68.4K +1,322 +3%
FIM
343
Freedom Investment Management
Connecticut
$2.77M -$346K -6,691 -11%
NMERB
344
New Mexico Educational Retirement Board
New Mexico
$2.77M -$56.9K -1,100 -2%
WJWM
345
Williams Jones Wealth Management
New York
$2.73M -$114K -2,200 -4%
CGH
346
Crossmark Global Holdings
Texas
$2.73M +$561K +10,846 +26%
TPM
347
Triasima Portfolio Management
Quebec, Canada
$2.72M – – –
WAM
348
Westport Asset Management
Connecticut
$2.71M – – –
KRS
349
Kentucky Retirement Systems
Kentucky
$2.69M +$223K +4,316 +9%
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$2.68M -$5.75K -111 -0.2%
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