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Carrier Global
CARR

Overview Fund Activity

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$434M
3
Renaissance Technologies
Renaissance Technologies
New York
+$136M
4
Invesco
Invesco
Georgia
+$84.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$83.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$306M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$239M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$160M
5
State Street
State Street
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDA
526
Wendell David Associates
New Hampshire
$842K -$70.1K -1,530 -8%
CG
527
Caprock Group
Idaho
$834K +$146K +3,186 +21%
PIM
528
Penobscot Investment Management
Massachusetts
$832K -$21K -457 -2%
LSAG
529
Lake Street Advisors Group
New Hampshire
$827K +$56.9K +1,239 +7%
CA
530
Clearstead Advisors
Ohio
$819K +$436K +9,500 +114%
QPW
531
Quantum Private Wealth
Florida
$818K – – –
CG
532
Colony Group
Massachusetts
$818K +$513K +11,179 +168%
DGAM
533
Desjardins Global Asset Management
Quebec, Canada
$816K +$9.4K +205 +1%
BWAM
534
Boyd Watterson Asset Management
Ohio
$812K +$12.1K +263 +2%
TCOT
535
Trust Company of Toledo
Ohio
$811K -$413 -9 -0.1%
ECM
536
EagleClaw Capital Management
Massachusetts
$810K +$25.2K +550 +3%
IAIM
537
International Assets Investment Management
Florida
$809K -$237K -5,164 -23%
WPC
538
Waters Parkerson & Co
Louisiana
$805K -$5.09K -111 -0.6%
MIM
539
Miller Investment Management
Pennsylvania
$803K – – –
GL
540
Graypoint LLC
New York
$788K -$72K -1,568 -8%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$787K -$7.8K -170 -1%
ECM
542
Estabrook Capital Management
New York
$783K +$1.47K +32 +0.2%
MHIC
543
Marble Harbor Investment Counsel
Massachusetts
$775K -$326K -7,100 -30%
FL
544
Fort LP
Maryland
$769K +$71.7K +1,562 +10%
APA
545
American Portfolios Advisors
New York
$769K -$76.5K -1,667 -9%
PA
546
Parallel Advisors
California
$759K -$23.2K -487 -3%
MFG
547
Merit Financial Group
Georgia
$759K -$8.68K -189 -1%
FCH
548
Freestone Capital Holdings
Washington
$754K +$136K +2,964 +22%
Nomura Holdings
549
Nomura Holdings
Japan
$752K -$3.69M -80,131 -83%
CW
550
Connectus Wealth
Ohio
$750K -$508K -9,354 -40%
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