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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 %
EM
576
ELCO Management
New York
$839K -$2.06K -38 -0.2%
BFA
577
Bragg Financial Advisors
North Carolina
$827K – – –
FL
578
Fort LP
Maryland
$824K +$173K +3,196 +27%
BFA
579
Brendel Financial Advisors
New Hampshire
$823K +$59K +1,087 +8%
CG
580
Caprock Group
Idaho
$816K +$112K +2,064 +16%
FPS
581
Fieldpoint Private Securities
Connecticut
$813K +$13K +240 +2%
Assenagon Asset Management
582
Assenagon Asset Management
Luxembourg
$808K +$9.54K +176 +1%
TTWM
583
TCV Trust & Wealth Management
Virginia
$802K -$52.4K -965 -6%
LNC
584
Lincoln National Corp
Pennsylvania
$799K +$97K +1,787 +14%
FWM
585
Frontier Wealth Management
Missouri
$790K -$13.9K -257 -2%
TNA
586
True North Advisors
Texas
$789K – – –
VVP
587
Venture Visionary Partners
Ohio
$788K -$1.73K -32 -0.2%
IRF
588
IBM Retirement Fund
New York
$785K -$549K -10,124 -41%
AAM
589
AR Asset Management
California
$781K – – –
SC
590
SouthState Corp
Florida
$778K -$17.6K -325 -2%
DCM
591
Donaldson Capital Management
Indiana
$777K -$111K -2,052 -13%
PP
592
Paloma Partners
Connecticut
$776K +$46.5K +856 +6%
KWM
593
Kingsview Wealth Management
Oregon
$776K +$58.3K +1,075 +8%
KPWS
594
Kestra Private Wealth Services
Texas
$774K +$265K +4,892 +52%
EF
595
Empirical Finance
Pennsylvania
$766K +$220K +4,048 +40%
CT
596
Cambridge Trust
Massachusetts
$764K +$764K +14,090 New
EHC
597
Everett Harris & Co
California
$760K – – –
AAM
598
Ascension Asset Management
New York
$758K -$11.3K -208 -1%
IGGA
599
Iron Gate Global Advisors
Utah
$757K -$5.37K -100 -0.7%
ACM
600
Allred Capital Management
Texas
$752K -$1.9K -35 -0.3%
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