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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 %
MFG
551
Merit Financial Group
Georgia
$907K +$54 +1 +0%
OIA
552
OneDigital Investment Advisors
Kansas
$900K -$11.1K -205 -1%
NAS
553
Nicolet Advisory Services
Wisconsin
$897K +$1.47K +27 +0.2%
WB
554
Webster Bank
Connecticut
$895K -$9.65K -178 -1%
NA
555
NewEdge Advisors
Louisiana
$895K +$570K +10,505 +175%
MA
556
Montag & Associates
Georgia
$894K -$7.05K -130 -0.8%
SSB
557
Sandy Spring Bank
Maryland
$893K -$71.3K -1,314 -7%
PA
558
Parallel Advisors
California
$892K -$7.11K -131 -0.8%
AWAM
559
Appian Way Asset Management
New York
$888K -$7.28M -134,324 -89%
AUB
560
Atlantic Union Bankshares
Virginia
$888K -$37.1K -684 -4%
WSFS
561
Wilmington Savings Fund Society
Delaware
$887K +$26.8K +494 +3%
EIP
562
Ellis Investment Partners
Pennsylvania
$882K -$94.4K -1,741 -10%
RWA
563
River Wealth Advisors
Pennsylvania
$877K -$922 -17 -0.1%
BFM
564
Boothbay Fund Management
New York
$876K +$129K +2,374 +17%
CCT
565
Capital City Trust
Florida
$873K +$9.81K +181 +1%
SB
566
Simmons Bank
Arkansas
$872K -$85.3K -1,572 -9%
JWBC
567
J.W. Burns & Co
New York
$863K -$63.9K -1,177 -7%
PFM
568
Parsec Financial Management
North Carolina
$862K +$271 +5 +0%
TSWM
569
Triangle Securities Wealth Management
North Carolina
$858K -$16K -295 -2%
CAM
570
Columbia Asset Management
Michigan
$858K +$10.8K +200 +1%
VBCG
571
Valley Brook Capital Group
Pennsylvania
$854K – – –
IWC
572
Integrated Wealth Concepts
Massachusetts
$854K +$20K +368 +2%
FM
573
Foster & Motley
Ohio
$852K -$1.84K -34 -0.2%
HFBOT
574
Home Federal Bank of Tennessee
Tennessee
$844K +$16.8K +310 +2%
WC
575
Westhampton Capital
North Carolina
$842K -$18.7K -345 -2%
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