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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 %
Cerity Partners
626
Cerity Partners
New York
$709K +$326K +5,970 +85%
OPCM
627
Osborne Partners Capital Management
California
$707K -$539K -9,943 -43%
CC
628
Chicago Capital
Illinois
$707K – – –
VLC
629
Van Leeuwen & Company
New Jersey
$706K -$463K -8,540 -40%
TW
630
Transform Wealth
Colorado
$697K -$72.9K -1,344 -9%
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$695K – – –
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$694K +$26.9K +495 +4%
AG
633
AIA Group
Hong Kong
$693K +$463K +8,540 +201%
OTL
634
Oak Thistle LLC
New York
$691K +$691K +12,740 New
American Century Companies
635
American Century Companies
Missouri
$687K -$45.4M -836,315 -99%
WAM
636
Werlinich Asset Management
Connecticut
$682K -$54.2K -1,000 -7%
ED
637
Exane Derivatives
France
$679K +$392K +7,234 +137%
ANI
638
American National Insurance
Texas
$674K -$5.44M -100,340 -89%
BDF
639
Balasa Dinverno & Foltz
$674K -$20.8K -383 -3%
TMAM
640
Tokio Marine Asset Management
Japan
$672K +$58.1K +1,071 +9%
GC
641
Grimes & Company
Massachusetts
$669K +$3.47K +64 +0.5%
IAS
642
Investment Advisory Services
Texas
$659K -$17.2K -318 -3%
AF
643
Aldebaran Financial
$658K -$2.71K -50 -0.4%
FHA
644
Flagship Harbor Advisors
Massachusetts
$657K -$116K -2,131 -15%
BFIM
645
Beese Fulmer Investment Management
Ohio
$655K +$40.9K +754 +7%
MPIA
646
Mountain Pacific Investment Advisers
Idaho
$653K -$10.8K -200 -2%
MM
647
Meridian Management
Arkansas
$653K – – –
LRPA
648
L. Roy Papp & Associates
Arizona
$646K -$108K -2,000 -14%
LWANC
649
Laurel Wealth Advisors (North Carolina)
North Carolina
$646K – – –
PCG
650
Private Capital Group
Connecticut
$643K -$9.35K -172 -1%
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