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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 %
PFGIA
651
Patriot Financial Group Insurance Agency
Massachusetts
$588K +$8.95K +173 +2%
BFIM
652
Beese Fulmer Investment Management
Ohio
$586K +$14.2K +274 +2%
TMAM
653
Tokio Marine Asset Management
Japan
$586K +$224K +4,328 +62%
SJL
654
Shayne & Jacobs LLC
Tennessee
$585K -$38.1K -736 -6%
BAM
655
Berkshire Asset Management
Pennsylvania
$584K +$114K +2,204 +24%
MAM
656
Meeder Asset Management
Ohio
$583K +$49.3K +952 +9%
LNB
657
Ledyard National Bank
$580K – – –
OQS
658
Occudo Quantitative Strategies
Florida
$575K +$575K +11,118 New
CCT
659
Country Club Trust
Missouri
$571K -$77.9K -1,475 -12%
BCM
660
BTR Capital Management
California
$570K -$171K -3,300 -23%
TRCT
661
Tower Research Capital (TRC)
New York
$567K -$21.1K -408 -4%
MA
662
Mutual Advisors
Nebraska
$560K +$157K +3,035 +39%
CTA
663
Colonial Trust Advisors
South Carolina
$559K -$76.4K -1,475 -12%
MGIA
664
Moneta Group Investment Advisors
Missouri
$559K -$42.8K -826 -7%
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$554K +$188K +3,625 +51%
BTW
666
Boston Trust Walden
Massachusetts
$550K +$12.8K +247 +2%
CCFCSB
667
Cape Cod Five Cents Savings Bank
Massachusetts
$549K +$163K +3,144 +42%
FMWA
668
Forvis Mazars Wealth Advisors
Missouri
$545K +$545K +10,536 New
FCCM
669
First City Capital Management
Georgia
$542K – – –
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
$541K +$56.7K +1,094 +12%
PCM
671
Pointe Capital Management
Michigan
$538K – – –
BSA
672
Bull Street Advisors
Georgia
$538K – – –
1SB
673
1ST Source Bank
Indiana
$536K -$14.2K -275 -3%
CAM
674
Carret Asset Management
New York
$534K – – –
SIG
675
Sky Investment Group
Connecticut
$529K -$5.18K -100 -1%
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