CARR icon

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 %
LRPA
601
L. Roy Papp & Associates
Arizona
$720K -$20.7K -399 -3%
ACM
602
Allred Capital Management
Texas
$720K -$310 -6 -0%
P
603
Pitcairn
Pennsylvania
$719K -$14.9K -288 -2%
MIC
604
Means Investment Company
Maine
$715K +$51.8K +1,001 +8%
SNBOSD
605
Security National Bank of So Dak
Iowa
$715K +$96.8K +1,872 +16%
BFM
606
Boothbay Fund Management
New York
$713K -$233K -4,498 -25%
AMIM
607
Aull & Monroe Investment Management
Alabama
$710K – – –
BMSSC
608
B. Metzler seel. Sohn & Co
Germany
$707K +$4.3K +83 +0.6%
SFS
609
Sowell Financial Services
Arkansas
$703K -$294K -5,680 -29%
WAM
610
Werlinich Asset Management
Connecticut
$703K +$49.2K +950 +8%
PDN
611
Pensionfund DSM Netherlands
Netherlands
$699K +$699K +13,500 New
PP
612
Paloma Partners
Connecticut
$696K +$163K +3,149 +31%
HIC
613
Holderness Investments Company
North Carolina
$695K -$13K -252 -2%
FHA
614
Flagship Harbor Advisors
Massachusetts
$693K – – –
JAG
615
Journey Advisory Group
Kentucky
$687K -$28.6K -553 -4%
FC
616
Forte Capital
New York
$687K +$2.59K +50 +0.4%
KWM
617
Kingsview Wealth Management
Oregon
$685K +$68.3K +1,320 +11%
CFA
618
Carroll Financial Associates
North Carolina
$684K -$12.7K -245 -2%
OPPTF
619
OPSEU Pension Plan Trust Fund
Ontario, Canada
$682K +$682K +13,212 New
LOAMS
620
Lombard Odier Asset Management (Switzerland)
Switzerland
$681K -$132K -2,697 -16%
GIM
621
Groesbeck Investment Management
New Jersey
$677K -$167K -3,225 -20%
EM
622
Excalibur Management
Massachusetts
$676K +$49.7K +960 +8%
CC
623
Chicago Capital
Illinois
$675K +$15.5K +300 +2%
LNC
624
Lincoln National Corp
Pennsylvania
$670K -$13.8K -266 -2%
CG
625
Caprock Group
Idaho
$670K +$35K +676 +6%
23 24
25
26 27