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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 %
OIA
551
OneDigital Investment Advisors
Kansas
$870K +$18.3K +353 +2%
MFG
552
Merit Financial Group
Georgia
$866K +$52 +1 +0%
WB
553
Webster Bank
Connecticut
$863K -$129K -2,493 -13%
LSAG
554
Lake Street Advisors Group
New Hampshire
$863K +$658K +12,705 +320%
ECM
555
EagleClaw Capital Management
Massachusetts
$862K +$13K +250 +2%
HI
556
Horizon Investments
North Carolina
$862K +$591K +11,436 +218%
WIC
557
Whitegate Investment Counselors
New Hampshire
$861K +$11.2K +217 +1%
MA
558
Montag & Associates
Georgia
$860K – – –
PA
559
Parallel Advisors
California
$858K +$53.3K +1,029 +7%
NAS
560
Nicolet Advisory Services
Wisconsin
$854K -$9K -174 -1%
PWM
561
Palumbo Wealth Management
New York
$851K +$851K +16,436 New
DCM
562
Donaldson Capital Management
Indiana
$848K -$114K -2,207 -12%
AWA
563
Arkadios Wealth Advisors
Georgia
$841K -$212K -4,094 -20%
RWA
564
River Wealth Advisors
Pennsylvania
$838K +$29.7K +574 +4%
TSWM
565
Triangle Securities Wealth Management
North Carolina
$834K -$121K -2,333 -13%
SWM
566
Spire Wealth Management
Virginia
$830K +$65.3K +1,262 +9%
BFA
567
Bragg Financial Advisors
North Carolina
$827K -$61.1K -1,180 -7%
CCT
568
Capital City Trust
Florida
$824K +$6.83K +132 +0.8%
WC
569
Westhampton Capital
North Carolina
$821K -$9.06K -175 -1%
WSFS
570
Wilmington Savings Fund Society
Delaware
$821K +$62.1K +1,200 +8%
Los Angeles Capital Management
571
Los Angeles Capital Management
California
$817K -$562K -10,855 -41%
FM
572
Foster & Motley
Ohio
$815K -$36.5K -705 -4%
VBCG
573
Valley Brook Capital Group
Pennsylvania
$815K +$52 +1 +0%
TTWM
574
TCV Trust & Wealth Management
Virginia
$815K +$84.9K +1,640 +12%
TW
575
TrinityPoint Wealth
Connecticut
$814K +$34.2K +660 +4%
21 22
23
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