CARR icon

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 %
PFS
676
Prospera Financial Services
Texas
$528K +$528K +10,196 New
VAS
677
Vestmark Advisory Solutions
Massachusetts
$527K +$23.6K +457 +5%
BOTW
678
Bank of the West
California
$526K -$34.5K -666 -6%
KPW
679
Kore Private Wealth
New York
$526K +$88.7K +1,715 +20%
RG
680
Rathbones Group
United Kingdom
$523K -$33.4K -645 -6%
FC
681
Ferris Capital
Massachusetts
$523K +$523K +9,604 New
JAM
682
Jupiter Asset Management
United Kingdom
$522K -$60.9K -1,178 -10%
EF
683
Empirical Finance
Pennsylvania
$522K +$30.9K +596 +6%
BB
684
Berkshire Bank
Massachusetts
$521K – – –
GT
685
Greenleaf Trust
Michigan
$520K +$26.9K +520 +5%
CPA
686
Court Place Advisors
Maryland
$519K -$20.6K -398 -4%
HWA
687
Heritage Way Advisors
Illinois
$518K – – –
CIC
688
Canal Insurance Company
South Carolina
$518K – – –
GFA
689
Gifford Fong Associates
California
$518K – – –
IAA
690
Independent Advisor Alliance
North Carolina
$516K +$37.9K +732 +8%
CCT
691
Chemung Canal Trust
New York
$515K -$26.8K -519 -5%
MIS
692
Morningstar Investment Services
Illinois
$511K -$4.84M -91,771 -90%
VCA
693
Verdence Capital Advisors
Maryland
$511K -$1.29K -25 -0.3%
IIA
694
ICW Investment Advisors
Arizona
$508K +$68.6K +1,327 +16%
DWA
695
Douglass Winthrop Advisors
New York
$506K +$94.1K +1,818 +23%
JCM
696
Jacobi Capital Management
Pennsylvania
$506K +$110K +2,132 +28%
MAFM
697
Mid Atlantic Financial Management
Pennsylvania
$503K -$18.1K -350 -3%
DT
698
Diversified Trust
Tennessee
$502K +$123K +2,388 +33%
Acadian Asset Management
699
Acadian Asset Management
Massachusetts
$501K -$1.04M -20,175 -68%
AA
700
Ancora Advisors
Ohio
$501K -$18.7K -360 -4%
26 27
28
29 30