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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 %
UIM
501
USS Investment Management
United Kingdom
$1.04M – – –
PWM
502
Perigon Wealth Management
California
$1.04M +$9.58K +197 +0.9%
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M -$25.5K -525 -2%
AWM
504
AE Wealth Management
Kansas
$1.02M +$75.6K +1,556 +8%
SFA
505
Sequoia Financial Advisors
Ohio
$1.02M +$40K +823 +4%
MCM
506
MAI Capital Management
Ohio
$1.01M +$42.3K +870 +4%
SFFS
507
Stonehage Fleming Financial Services
Jersey
$1.01M -$70.7K -1,451 -7%
AAM
508
Aureus Asset Management
Massachusetts
$1.01M +$1.01M +20,725 New
JWBC
509
J.W. Burns & Co
New York
$995K -$141K -2,910 -12%
LD
510
Lipe & Dalton
New York
$994K – – –
AWA
511
Arkadios Wealth Advisors
Georgia
$988K -$508K -10,451 -34%
B
512
BP
United Kingdom
$987K -$384K -7,909 -28%
AC
513
Abbrea Capital
California
$987K -$2.44K -50 -0.2%
SAM
514
Selway Asset Management
$987K +$105K +2,155 +12%
CIA
515
Choate Investment Advisors
Massachusetts
$985K -$102K -2,107 -9%
JIC
516
Johnson Investment Counsel
Ohio
$980K +$26.2K +537 +3%
SAM
517
Seelaus Asset Management
New Jersey
$977K +$729 +15 +0.1%
WDA
518
Wendell David Associates
New Hampshire
$974K – – –
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$974K -$112K -2,313 -10%
RMC
520
Resources Management Corp
Connecticut
$966K -$31.6K -650 -3%
GL
521
Graypoint LLC
New York
$966K +$6.85K +141 +0.7%
WPW
522
Warther Private Wealth
Ohio
$965K +$965K +19,804 New
SSB
523
Sandy Spring Bank
Maryland
$961K -$300K -6,176 -24%
BB
524
Busey Bank
Illinois
$957K +$3.31K +68 +0.3%
ECM
525
Everence Capital Management
Indiana
$946K – – –
19 20
21
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