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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 %
NSEDCP
451
NJ State Employees Deferred Compensation Plan
New Jersey
$1.41M – – –
DY
452
Dowling & Yahnke
California
$1.4M -$58.5K -1,078 -4%
SAI
453
Systematic Alpha Investments
New Jersey
$1.4M – – –
SA
454
Shilanski & Associates
Alaska
$1.4M -$15.8K -292 -1%
CAG
455
Crestwood Advisors Group
Massachusetts
$1.4M -$89K -1,640 -6%
MCM
456
MAI Capital Management
Ohio
$1.4M +$229K +4,231 +20%
HFM
457
Hartford Financial Management
Connecticut
$1.39M -$10.7K -198 -0.8%
BPA
458
Beacon Pointe Advisors
California
$1.39M -$2.44K -45 -0.2%
BB
459
Busey Bank
Illinois
$1.37M -$24.8K -458 -2%
UAM
460
UAS Asset Management
New York
$1.36M – – –
SM
461
Southport Management
Wyoming
$1.36M – – –
BEI
462
Benjamin Edwards Inc
Missouri
$1.34M +$51.9K +957 +4%
BMSSC
463
B. Metzler seel. Sohn & Co
Germany
$1.34M +$611K +11,417 +84%
BCM
464
Barden Capital Management
Texas
$1.34M +$1.34M +24,642 New
CBB
465
Citizens Business Bank
California
$1.33M -$105K -1,928 -7%
MNBTD
466
Moody National Bank Trust Division
Texas
$1.33M -$5.06M -93,280 -79%
Vontobel Holding
467
Vontobel Holding
Switzerland
$1.32M +$566K +10,573 +76%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$1.31M +24,218 New
AI
469
AdvisorShares Investments
Maryland
$1.31M -$579K -10,670 -31%
BRWA
470
B. Riley Wealth Advisors
Florida
$1.31M -$158K -2,915 -11%
MHIC
471
Marble Harbor Investment Counsel
Massachusetts
$1.3M – – –
SAM
472
Selway Asset Management
$1.3M +$163K +3,000 +14%
CANY
473
Caxton Associates (New York)
New York
$1.28M +$1.28M +23,560 New
TBA
474
Tower Bridge Advisors
Pennsylvania
$1.27M -$16.3K -300 -1%
DTL
475
Dynamic Technology Lab
Singapore
$1.27M +$1.27M +23,398 New
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