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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Bank of America
Bank of America
North Carolina
+$784M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$349M
4
Capital International Investors
Capital International Investors
California
+$201M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$103M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.03B
2
DSA
Davis Selected Advisers
Arizona
-$726M
3
SCA
Southpoint Capital Advisors
New York
-$438M
4
BlackRock
BlackRock
New York
-$209M
5
Dodge & Cox
Dodge & Cox
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
476
Scotia Capital
Ontario, Canada
$1.21M +$15.4K +316 +1%
IRF
477
IBM Retirement Fund
New York
$1.19M -$249K -5,121 -17%
WS
478
Wedbush Securities
California
$1.19M -$360K -7,402 -23%
ASN
479
Advisory Services Network
Georgia
$1.17M +$226K +4,653 +24%
TBA
480
Tower Bridge Advisors
Pennsylvania
$1.16M -$42.5K -875 -4%
MHIC
481
Marble Harbor Investment Counsel
Massachusetts
$1.16M -$17K -350 -1%
NERM
482
New England Research & Management
Illinois
$1.14M -$860K -17,700 -43%
WAM
483
World Asset Management
Michigan
$1.14M -$4.33K -89 -0.4%
BEI
484
Benjamin Edwards Inc
Missouri
$1.14M +$1.14M +23,454 New
IAIM
485
International Assets Investment Management
Florida
$1.14M +$20.9K +824 +2%
NAM
486
NorthCoast Asset Management
Connecticut
$1.13M +$647K +13,310 +134%
PF
487
Phoenix Financial
Israel
$1.13M +$1.13M +23,136 New
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$1.12M – – –
IFG
489
Investors Financial Group
Minnesota
$1.12M +$27.2K +560 +3%
AAS
490
Avantax Advisory Services
Texas
$1.11M +$116K +2,398 +12%
GPA
491
Garrison Point Advisors
California
$1.11M +$37.8K +778 +4%
BG
492
Bollard Group
Massachusetts
$1.1M +$486 +10 +0%
VLC
493
Van Leeuwen & Company
New Jersey
$1.1M +$1.1M +22,601 New
Bessemer Group
494
Bessemer Group
New Jersey
$1.06M +$2.67K +55 +0.3%
RGC
495
Roberts, Glore & Co
Illinois
$1.05M -$38.1K -785 -3%
RPC
496
Rossmore Private Capital
Connecticut
$1.05M +$26.2K +539 +3%
AF
497
Advisornet Financial
Minnesota
$1.05M +$8.99K +185 +0.9%
FCI
498
Financial Counselors Inc
Kansas
$1.04M -$257K -5,281 -20%
WIM
499
Wilen Investment Management
Florida
$1.04M – – –
IMOV
500
Investment Management of Virginia
Virginia
$1.04M +$680 +14 +0.1%
18 19
20
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