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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 %
KFS
676
Kelly Financial Services
Massachusetts
$514K +$503K +24,473 +4,771%
CCT
677
Chemung Canal Trust
New York
$509K -$31.4K -647 -6%
CPA
678
Court Place Advisors
Maryland
$507K -$5.45K -112 -1%
BSA
679
Bull Street Advisors
Georgia
$506K -$9.24K -190 -2%
PCM
680
Pointe Capital Management
Michigan
$505K – – –
BTW
681
Boston Trust Walden
Massachusetts
$504K +$3.64K +75 +0.7%
CAM
682
Carret Asset Management
New York
$502K -$88.6K -1,821 -15%
SIG
683
Sky Investment Group
Connecticut
$501K -$55.4K -1,140 -10%
UB
684
UMB Bank
Missouri
$501K +$681 +14 +0.1%
MAM
685
Meeder Asset Management
Ohio
$501K +$190K +3,916 +61%
PP
686
Paloma Partners
Connecticut
$500K +$500K +10,295 New
BB
687
Berkshire Bank
Massachusetts
$490K -$19.5K -400 -4%
MAFM
688
Mid Atlantic Financial Management
Pennsylvania
$489K +$8.8K +181 +2%
AA
689
Ancora Advisors
Ohio
$487K +$32K +660 +7%
CIC
690
Canal Insurance Company
South Carolina
$486K – – –
HWA
691
Heritage Way Advisors
Illinois
$486K – – –
GFA
692
Gifford Fong Associates
California
$486K – – –
FNT
693
First National Trust
Pennsylvania
$484K -$98K -2,019 -17%
VCA
694
Verdence Capital Advisors
Maryland
$481K +$481K +9,895 New
BRWM
695
B. Riley Wealth Management
Tennessee
$480K +$66.6K +1,371 +16%
VAS
696
Vestmark Advisory Solutions
Massachusetts
$473K -$213K -4,373 -31%
RIA
697
Realta Investment Advisors
Delaware
$471K -$3.4K -70 -0.7%
PFSC
698
Peoples Financial Services Corp
Pennsylvania
$471K -$874 -18 -0.2%
ST
699
Sageworth Trust
Pennsylvania
$470K – – –
BMO
700
Beck Mack & Oliver
New York
$467K -$50.2K -1,034 -10%
26 27
28
29 30