CARR icon

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 %
MIC
626
Means Investment Company
Maine
$623K -$3.79K -78 -0.6%
CA
627
Capitolis Advisors
New York
$622K -$220K -4,536 -26%
WSTAM
628
Wilbanks Smith & Thomas Asset Management
Virginia
$621K +$30.3K +624 +5%
CC
629
Chicago Capital
Illinois
$619K – – –
FTDI
630
First Trust Direct Indexing
Massachusetts
$616K +$326K +6,707 +112%
WAM
631
Werlinich Asset Management
Connecticut
$614K – – –
JWCA
632
J.W. Cole Advisors
Florida
$611K +$6.85K +141 +1%
IAS
633
Investment Advisory Services
Texas
$611K +$611K +12,576 New
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$604K +$40.6K +836 +7%
QI
635
QS Investors
New York
$602K -$7.59K -156 -1%
CCT
636
Country Club Trust
Missouri
$598K -$101K -2,075 -14%
CG
637
Caprock Group
Idaho
$597K +$38K +780 +7%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$596K -$30.4K -625 -5%
GC
639
Grimes & Company
Massachusetts
$596K -$8.7K -179 -1%
CTA
640
Colonial Trust Advisors
South Carolina
$596K -$971 -20 -0.2%
MPIA
641
Mountain Pacific Investment Advisers
Idaho
$595K – – –
LS
642
Livforsakringsbolaget Skandia
Sweden
$594K – – –
VVP
643
Venture Visionary Partners
Ohio
$593K -$3.5K -72 -0.6%
BDF
644
Balasa Dinverno & Foltz
$590K -$25.2K -519 -4%
AF
645
Aldebaran Financial
$590K – – –
EM
646
Excalibur Management
Massachusetts
$588K -$1.7K -35 -0.3%
DAC
647
Dividend Assets Capital
South Carolina
$588K – – –
FCCM
648
First City Capital Management
Georgia
$586K -$12.9K -230 -2%
MM
649
Meridian Management
Arkansas
$585K -$5.25K -108 -0.9%
SJL
650
Shayne & Jacobs LLC
Tennessee
$585K -$4.66K -96 -0.8%
24 25
26
27 28