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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 %
MF
676
Magnetar Financial
Illinois
$590K +$590K +10,877 New
BCM
677
Bluefin Capital Management
New York
$586K +$586K +10,800 New
MC
678
Merlin Capital
Rhode Island
$579K +$579K +10,675 New
VAS
679
Vestmark Advisory Solutions
Massachusetts
$577K +$24.1K +445 +4%
MGIA
680
Moneta Group Investment Advisors
Missouri
$573K -$12.8K -236 -2%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$43.8K -808 -7%
RIM
682
Rockbridge Investment Management
New York
$572K +$422K +7,779 +281%
BHWM
683
Bar Harbor Wealth Management
New Hampshire
$571K -$47.8K -882 -8%
CTA
684
Colonial Trust Advisors
South Carolina
$567K -$19K -350 -3%
WI
685
Wahed Invest
New York
$565K +$565K +10,412 New
BSA
686
Bull Street Advisors
Georgia
$564K – – –
PCM
687
Pointe Capital Management
Michigan
$564K – – –
PFS
688
Prospera Financial Services
Texas
$563K +$10.2K +188 +2%
HF
689
HRT Financial
New York
$563K +$563K +10,384 New
1SB
690
1ST Source Bank
Indiana
$562K – – –
PAS
691
Park Avenue Securities
New York
$560K +$99.3K +1,832 +22%
WT
692
Washington Trust
Rhode Island
$559K -$436K -8,044 -44%
MA
693
Mutual Advisors
Nebraska
$559K -$27.7K -511 -5%
SIG
694
Sky Investment Group
Connecticut
$554K – – –
MWM
695
Modera Wealth Management
New Jersey
$554K +$554K +10,206 New
CAM
696
Carret Asset Management
New York
$553K -$6.72K -124 -1%
VI
697
Vestcor Inc
New Brunswick, Canada
$552K -$108K -1,993 -16%
BOTW
698
Bank of the West
California
$551K – – –
NEGWA
699
New England Guild Wealth Advisors
Connecticut
$549K +$549K +10,120 New
RG
700
Rathbones Group
United Kingdom
$548K – – –
26 27
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