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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 %
PWM
501
Perigon Wealth Management
California
$1.11M +$10.1K +196 +0.9%
MCM
502
MAI Capital Management
Ohio
$1.11M +$32.3K +625 +3%
FCI
503
Financial Counselors Inc
Kansas
$1.11M +$2.9K +56 +0.3%
WIM
504
Wilen Investment Management
Florida
$1.11M – – –
ARC
505
Advisor Resource Council
Texas
$1.1M -$1.9M -36,675 -63%
JIC
506
Johnson Investment Counsel
Ohio
$1.1M +$55.4K +1,070 +5%
SFFS
507
Stonehage Fleming Financial Services
Jersey
$1.09M – – –
SAM
508
Selway Asset Management
$1.08M +$31.1K +600 +3%
STAS
509
Strong Tower Advisory Services
Minnesota
$1.08M +$1.08M +21,208 New
AAM
510
Aureus Asset Management
Massachusetts
$1.07M – – –
WDA
511
Wendell David Associates
New Hampshire
$1.07M +$32.1K +620 +3%
AC
512
Abbrea Capital
California
$1.05M – – –
ACM
513
AlphaCrest Capital Management
New York
$1.05M +$1.05M +20,210 New
CIA
514
Choate Investment Advisors
Massachusetts
$1.04M -$6.21K -120 -0.6%
SAM
515
Seelaus Asset Management
New Jersey
$1.04M -$518 -10 -0%
LD
516
Lipe & Dalton
New York
$1.03M -$27.6K -534 -3%
SF
517
Symphony Financial
Texas
$1.03M +$1.03M +19,406 New
LFA
518
Legend Financial Advisors
Pennsylvania
$1.03M +$1.03M +19,809 New
APA
519
American Portfolios Advisors
New York
$1.02M +$32.8K +633 +3%
ECM
520
Everence Capital Management
Indiana
$1.01M – – –
GL
521
Graypoint LLC
New York
$1.01M -$24.2K -468 -2%
BIM
522
Bridges Investment Management
Nebraska
$998K – – –
PIM
523
Penobscot Investment Management
Massachusetts
$992K +$63.9K +1,235 +7%
RMC
524
Resources Management Corp
Connecticut
$991K -$37.5K -725 -4%
PP
525
Patten & Patten
Tennessee
$985K – – –
19 20
21
22 23