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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 %
VHAM
476
Van Hulzen Asset Management
California
$1.26M +$1.26M +23,300 New
NERM
477
New England Research & Management
Illinois
$1.26M -$10.8K -200 -0.9%
KRSITF
478
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M -$1.25K -23 -0.1%
CW
479
Connectus Wealth
Ohio
$1.26M +$1.26M +23,175 New
CC
480
Courier Capital
New York
$1.26M -$63K -1,162 -5%
GPA
481
Garrison Point Advisors
California
$1.25M +$8.14K +150 +0.7%
RCA
482
Riverview Capital Advisers
Massachusetts
$1.24M +$1.24M +22,887 New
JIC
483
Johnson Investment Counsel
Ohio
$1.24M +$86K +1,581 +7%
IAIM
484
International Assets Investment Management
Florida
$1.24M -$1.21M -22,280 -49%
PWM
485
Perigon Wealth Management
California
$1.24M +$69.3K +1,278 +6%
IMOV
486
Investment Management of Virginia
Virginia
$1.23M +$16.3K +300 +1%
BG
487
Bollard Group
Massachusetts
$1.23M +$434 +8 +0%
ECM
488
Everence Capital Management
Indiana
$1.23M +$177K +3,260 +17%
IFG
489
Investors Financial Group
Minnesota
$1.22M +$19K +350 +2%
First Manhattan
490
First Manhattan
New York
$1.21M – – –
SF
491
Symphony Financial
Texas
$1.21M +$186K +3,532 +18%
LCM
492
Liberty Capital Management
Michigan
$1.2M +$1.2M +22,154 New
SC
493
Scotia Capital
Ontario, Canada
$1.2M -$85.9K -1,584 -7%
CHC
494
City Holding Co
West Virginia
$1.2M -$333K -7,425 -22%
RPC
495
Rossmore Private Capital
Connecticut
$1.19M -$11.7K -215 -1%
PP
496
Prudential plc
United Kingdom
$1.17M +$1.17M +21,554 New
CIBC World Market
497
CIBC World Market
Ontario, Canada
$1.17M -$2.1M -38,684 -64%
BAS
498
Brown Advisory Securities
Maryland
$1.17M -$95.7K -1,767 -8%
RGC
499
Roberts, Glore & Co
Illinois
$1.16M -$2.12K -39 -0.2%
SEC
500
Seven Eight Capital
New York
$1.16M -$4.17M -76,843 -78%
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