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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 %
KTA
651
Keeley-Teton Advisors
Illinois
$642K – – –
CFB
652
Cullen/Frost Bankers
Texas
$639K +$13K +240 +2%
PCS
653
Personal CFO Solutions
New Jersey
$638K +$2.17K +40 +0.3%
PF
654
Phoenix Financial
Israel
$637K -$670K -12,441 -51%
LOAMS
655
Lombard Odier Asset Management (Switzerland)
Switzerland
$633K -$119K -2,201 -16%
JAM
656
Jupiter Asset Management
United Kingdom
$633K +$92.8K +1,733 +17%
FLPIM
657
F.L. Putnam Investment Management
Massachusetts
$632K -$6.73K -124 -1%
SS
658
Simplicity Solutions
Minnesota
$626K +$292K +5,393 +88%
SWM
659
Spire Wealth Management
Virginia
$622K -$247K -4,564 -28%
BTW
660
Boston Trust Walden
Massachusetts
$622K +$45.4K +837 +8%
MIS
661
Morningstar Investment Services
Illinois
$622K +$97.5K +1,801 +19%
SNBOSCI
662
Security National Bank of Sioux City Iowa
Iowa
$619K -$4.55K -84 -0.7%
AIP
663
Ameritas Investment Partners
Nebraska
$618K -$17.5K -324 -3%
SJL
664
Shayne & Jacobs LLC
Tennessee
$613K – – –
LSPW
665
Lake Street Private Wealth
Illinois
$608K +$608K +11,212 New
LNB
666
Ledyard National Bank
$607K – – –
OSAM
667
O'Shaughnessy Asset Management
Connecticut
$604K +$23K +423 +4%
FG
668
Fiduciary Group
Georgia
$603K -$23.8K -439 -4%
PA
669
Profund Advisors
Maryland
$599K -$83.7K -1,543 -12%
AAM
670
Advisors Asset Management
Colorado
$598K -$186K -3,423 -24%
BCM
671
Brasada Capital Management
Texas
$597K +$597K +11,000 New
LC
672
Lindbrook Capital
California
$595K +$442K +8,139 +288%
DAC
673
Dividend Assets Capital
South Carolina
$592K -$55.9K -1,030 -9%
GT
674
Greenleaf Trust
Michigan
$592K +$46.7K +861 +9%
IIA
675
ICW Investment Advisors
Arizona
$591K +$58.3K +1,075 +11%
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