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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 %
WSTAM
626
Wilbanks Smith & Thomas Asset Management
Virginia
$663K +$1.55K +30 +0.2%
BDF
627
Balasa Dinverno & Foltz
$663K +$34.9K +674 +6%
GFS
628
GYL Financial Synergies
Connecticut
$653K +$61.1K +1,181 +10%
PA
629
Profund Advisors
Maryland
$651K +$42.8K +828 +7%
IAS
630
Investment Advisory Services
Texas
$646K -$5.13K -99 -0.8%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$636K -$7.4K -143 -1%
GC
632
Grimes & Company
Massachusetts
$635K +$104 +2 +0%
Rafferty Asset Management
633
Rafferty Asset Management
New York
$634K -$249K -4,816 -28%
MPIA
634
Mountain Pacific Investment Advisers
Idaho
$634K – – –
LS
635
Livforsakringsbolaget Skandia
Sweden
$632K – – –
VI
636
Vestcor Inc
New Brunswick, Canada
$630K -$289K -5,587 -31%
AF
637
Aldebaran Financial
$630K – – –
MM
638
Meridian Management
Arkansas
$623K – – –
FG
639
Fiduciary Group
Georgia
$621K -$1.4K -26 -0.2%
PCG
640
Private Capital Group
Connecticut
$621K +$27.1K +523 +5%
FL
641
Fort LP
Maryland
$621K +$293K +5,663 +89%
DAC
642
Dividend Assets Capital
South Carolina
$618K -$7.76K -150 -1%
LWANC
643
Laurel Wealth Advisors (North Carolina)
North Carolina
$617K -$18.1K -350 -3%
KTA
644
Keeley-Teton Advisors
Illinois
$612K -$3.05K -59 -0.5%
FLPIM
645
F.L. Putnam Investment Management
Massachusetts
$609K -$72.6K -1,403 -11%
PCS
646
Personal CFO Solutions
New Jersey
$607K -$9.73K -188 -2%
AIP
647
Ameritas Investment Partners
Nebraska
$607K +$19.4K +376 +3%
CFB
648
Cullen/Frost Bankers
Texas
$597K -$8.8K -170 -1%
SNBOSCI
649
Security National Bank of Sioux City Iowa
Iowa
$595K -$122K -2,362 -17%
BHWM
650
Bar Harbor Wealth Management
New Hampshire
$591K -$7.77K -150 -1%
24 25
26
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