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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 %
KIA
401
KCM Investment Advisors
California
$1.92M +$76.5K +1,411 +4%
SCA
402
Strategic Capital Advisers
Colorado
$1.91M +$7.16K +132 +0.4%
PGIM
403
Pacific Global Investment Management
California
$1.91M -$39.6K -729 -2%
CA
404
Cetera Advisors
Colorado
$1.91M -$28K -516 -1%
MA
405
MUFG Americas
New York
$1.9M -$101K -1,858 -5%
MFM
406
MD Financial Management
Ontario, Canada
$1.88M +$363K +6,694 +24%
WT
407
Whittier Trust
California
$1.87M -$7K -129 -0.4%
MBT
408
Montecito Bank & Trust
California
$1.86M +$96.2K +1,775 +5%
CFGS
409
Concourse Financial Group Securities
Alabama
$1.86M -$54.2K -997 -3%
SPC
410
Sigma Planning Corp
Michigan
$1.84M +$54.9K +1,013 +3%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$1.83M -$205K -3,778 -10%
BC
412
Bartlett & Co
Ohio
$1.83M -$205K -3,778 -10%
PCM
413
Poehling Capital Management
Wisconsin
$1.81M – – –
BSAM
414
Blue Square Asset Management
New York
$1.81M +$17.1K +316 +1%
BHIA
415
Birch Hill Investment Advisors
Massachusetts
$1.8M -$187K -3,440 -9%
LPARFS
416
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.76M -$38K -700 -2%
PRC
417
Pearl River Capital
Michigan
$1.74M +$1.74M +32,123 New
MYLI
418
Meiji Yasuda Life Insurance
Japan
$1.74M -$174K -3,206 -9%
VC
419
Veracity Capital
Georgia
$1.73M -$27.3K -504 -2%
IC
420
IEQ Capital
California
$1.72M +$44.5K +820 +3%
BCM
421
Breiter Capital Management
Florida
$1.72M – – –
LFRG
422
Lazard Frères Gestion
France
$1.69M -$211K -3,930 -11%
FAIM
423
Financial Advocates Investment Management
Washington
$1.68M -$5.53K -102 -0.3%
CWM
424
CIBC World Markets
New York
$1.68M -$977K -18,024 -37%
CFMC
425
Curbstone Financial Management Corp
New Hampshire
$1.67M -$38K -700 -2%
15 16
17
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