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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Bank of America
Bank of America
North Carolina
+$784M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$349M
4
Capital International Investors
Capital International Investors
California
+$201M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$103M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.03B
2
DSA
Davis Selected Advisers
Arizona
-$726M
3
SCA
Southpoint Capital Advisors
New York
-$438M
4
BlackRock
BlackRock
New York
-$209M
5
Dodge & Cox
Dodge & Cox
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
576
Boyd Watterson Asset Management
Ohio
$761K +$87.4K +1,799 +13%
RWA
577
River Wealth Advisors
Pennsylvania
$759K +$11.7K +241 +2%
PA
578
Parallel Advisors
California
$756K +$84.9K +1,747 +13%
CG
579
Colony Group
Massachusetts
$753K -$2.19M -45,160 -74%
HSA
580
Hussman Strategic Advisors
Maryland
$753K +$753K +15,500 New
BS
581
Boenning & Scattergood
Pennsylvania
$751K – – –
NPA
582
Nichols & Pratt Advisers
Massachusetts
$746K -$655K -13,480 -47%
FWM
583
Frontier Wealth Management
Missouri
$745K -$12.3K -254 -2%
HFBOT
584
Home Federal Bank of Tennessee
Tennessee
$742K +$72.9K +1,500 +11%
CAM
585
Columbia Asset Management
Michigan
$735K -$408K -8,385 -36%
BIM
586
Baldwin Investment Management
Pennsylvania
$732K -$30.8K -634 -4%
TW
587
TrinityPoint Wealth
Connecticut
$732K +$732K +15,063 New
SC
588
SouthState Corp
Florida
$728K -$150K -3,082 -17%
FNFDCM
589
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$723K -$33.8K -695 -4%
Wellington Management Group
590
Wellington Management Group
Massachusetts
$719K -$89.7K -1,846 -11%
CCM
591
Compton Capital Management
Rhode Island
$719K +$1.46K +30 +0.2%
SWM
592
Spire Wealth Management
Virginia
$718K +$312K +6,423 +77%
EM
593
ELCO Management
New York
$715K +$46K +946 +7%
WSFS
594
Wilmington Savings Fund Society
Delaware
$712K -$6.66K -137 -0.9%
BST
595
Bath Savings Trust
Maine
$708K -$16.3K -335 -2%
TNA
596
True North Advisors
Texas
$707K +$3.64K +75 +0.5%
AAM
597
AR Asset Management
California
$700K – – –
IGGA
598
Iron Gate Global Advisors
Utah
$699K -$22K -453 -3%
BCM
599
BTR Capital Management
California
$695K +$48.6K +1,000 +8%
LRPA
600
L. Roy Papp & Associates
Arizona
$695K +$192K +3,952 +38%
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