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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 %
CK
326
Cohen Klingenstein
New York
$3.2M -$422K -7,774 -12%
SAM
327
Shikiar Asset Management
New York
$3.19M +$67K +1,235 +2%
EWM
328
Evercore Wealth Management
New York
$3.15M -$55.8K -1,029 -2%
LSA
329
L & S Advisors
California
$3.11M -$1.42M -26,115 -31%
CAN
330
Cetera Advisor Networks
California
$3.1M +$42.5K +783 +1%
SFA
331
Souders Financial Advisors
Ohio
$3.08M -$12.7K -235 -0.4%
SWP
332
Stratos Wealth Partners
Ohio
$3.06M +$144K +2,647 +5%
SAM
333
Silvercrest Asset Management
New York
$3.06M -$135K -2,487 -4%
JC
334
JB Capital
Connecticut
$3.02M -$224K -4,128 -7%
AI
335
Atria Investments
North Carolina
$3M -$288K -5,309 -9%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$2.98M +$174K +3,217 +6%
HIMC
337
Heritage Investors Management Corp
Maryland
$2.95M -$1.36K -25 -0%
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$2.95M +$16.3K +300 +0.6%
WJWM
339
Williams Jones Wealth Management
New York
$2.9M +$33.6K +619 +1%
CS
340
Candriam SCA
Luxembourg
$2.88M -$79.5K -1,465 -3%
NMERB
341
New Mexico Educational Retirement Board
New Mexico
$2.88M -$21.7K -400 -0.7%
KRS
342
Kentucky Retirement Systems
Kentucky
$2.87M +$55.5K +1,023 +2%
TPM
343
Triasima Portfolio Management
Quebec, Canada
$2.85M – – –
WAM
344
Westport Asset Management
Connecticut
$2.84M – – –
FIM
345
Freedom Investment Management
Connecticut
$2.83M -$74.8K -1,378 -3%
TWC
346
TD Waterhouse Canada
Ontario, Canada
$2.83M +$2.83M +51,572 New
LSV Asset Management
347
LSV Asset Management
Illinois
$2.83M -$9.67M -178,200 -77%
SO
348
STRS Ohio
Ohio
$2.78M +$292K +5,387 +12%
ECM
349
ExodusPoint Capital Management
New York
$2.77M +$837K +15,438 +43%
MCM
350
McMillion Capital Management
North Carolina
$2.76M -$15K -276 -0.5%
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