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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 %
AMCA
526
Arthur M. Cohen & Associates
Illinois
$1.03M – – –
Bessemer Group
527
Bessemer Group
New Jersey
$1.03M +$869 +16 +0.1%
LAM
528
L2 Asset Management
Massachusetts
$1.03M +$586K +10,808 +134%
GL
529
Graypoint LLC
New York
$1.02M -$36.9K -681 -4%
CCP
530
Corient Capital Partners
California
$1.02M +$15.6K +288 +2%
PIM
531
Penobscot Investment Management
Massachusetts
$1.01M -$31.7K -585 -3%
ASN
532
Advisory Services Network
Georgia
$1.01M -$342K -6,305 -25%
APA
533
American Portfolios Advisors
New York
$999K -$73.6K -1,356 -7%
BMM
534
Buffington Mohr McNeal
Idaho
$980K – – –
AWM
535
AE Wealth Management
Kansas
$978K -$199K -3,677 -17%
Walleye Trading
536
Walleye Trading
New York
$969K -$277K -5,113 -22%
QPW
537
Quantum Private Wealth
Florida
$967K +$967K +17,845 New
TCOT
538
Trust Company of Toledo
Ohio
$960K -$1.03K -19 -0.1%
WPC
539
Waters Parkerson & Co
Louisiana
$958K -$546K -10,072 -36%
CWP
540
Curated Wealth Partners
California
$958K – – –
DGAM
541
Desjardins Global Asset Management
Quebec, Canada
$954K +$954K +17,589 New
MIM
542
Miller Investment Management
Pennsylvania
$949K – – –
RIM
543
Redpoint Investment Management
Australia
$949K – – –
BWAM
544
Boyd Watterson Asset Management
Ohio
$946K -$542 -10 -0.1%
TPWA
545
TRUE Private Wealth Advisors
Oregon
$942K -$3.36K -62 -0.4%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$940K -$36.1K -665 -4%
AF
547
Advisornet Financial
Minnesota
$938K +$511K +9,424 +120%
ECM
548
EagleClaw Capital Management
Massachusetts
$928K +$27.1K +500 +3%
ECM
549
Estabrook Capital Management
New York
$924K -$76.1K -1,403 -8%
LSAG
550
Lake Street Advisors Group
New Hampshire
$910K +$5.64K +104 +0.6%
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