CARR icon

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 %
CAG
451
Crestwood Advisors Group
Massachusetts
$1.42M -$31.9K -617 -2%
DY
452
Dowling & Yahnke
California
$1.39M -$10.6K -205 -0.8%
BRWA
453
B. Riley Wealth Advisors
Florida
$1.39M -$67.8K -1,321 -5%
CI
454
Cigna Investments
Connecticut
$1.38M +$44K +850 +3%
CBB
455
Citizens Business Bank
California
$1.37M -$230K -4,445 -14%
WG
456
Winton Group
United Kingdom
$1.35M -$1.02M -19,660 -43%
SA
457
Shilanski & Associates
Alaska
$1.35M +$49.1K +948 +4%
SAI
458
Systematic Alpha Investments
New Jersey
$1.35M – – –
NSEDCP
459
NJ State Employees Deferred Compensation Plan
New Jersey
$1.35M – – –
HFM
460
Hartford Financial Management
Connecticut
$1.34M -$4.56K -88 -0.3%
Simplex Trading
461
Simplex Trading
Illinois
$1.33M +$29.1K +598 +2%
BB
462
Busey Bank
Illinois
$1.33M +$315K +6,085 +31%
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$1.33M -$3.62K -70 -0.3%
BPA
464
Beacon Pointe Advisors
California
$1.32M -$535K -10,336 -29%
LC
465
Lavaca Capital
Texas
$1.32M +$103 +2 +0%
AAS
466
Avantax Advisory Services
Texas
$1.31M +$120K +2,309 +10%
UAM
467
UAS Asset Management
New York
$1.3M – – –
SM
468
Southport Management
Wyoming
$1.29M – – –
SIC
469
Salem Investment Counselors
North Carolina
$1.29M -$30.5K -590 -2%
ASN
470
Advisory Services Network
Georgia
$1.29M +$43K +831 +3%
PF
471
Phoenix Financial
Israel
$1.28M +$59.3K +1,125 +5%
IRF
472
IBM Retirement Fund
New York
$1.27M +$3.11K +60 +0.2%
CC
473
Courier Capital
New York
$1.26M -$57.7K -1,114 -4%
MHIC
474
Marble Harbor Investment Counsel
Massachusetts
$1.24M +$10.4K +200 +0.8%
BEI
475
Benjamin Edwards Inc
Missouri
$1.23M +$19.1K +370 +2%
17 18
19
20 21