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Carrier Global

1,212 hedge funds and large institutions have $31B invested in Carrier Global in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 528 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
21.34%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
106
Increased
371
Reduced
528
Closed
100
Calls
$77M
Puts
$32.3M
Net Calls
+$44.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
701
Gifford Fong Associates
California
$422K
CFA
702
Carroll Financial Associates
North Carolina
$421K -$36.2K -859 -8%
BFM
703
Boston Financial Management
Massachusetts
$420K -$53.6K -1,269 -11%
FAM
704
Fulcrum Asset Management
United Kingdom
$419K
NAM
705
NorthCoast Asset Management
Connecticut
$418K +$1.39K +33 +0.3%
MAFM
706
Mid Atlantic Financial Management
Pennsylvania
$417K -$3.84K -91 -0.9%
PCG
707
Private Capital Group
Connecticut
$414K -$338 -8 -0.1%
RG
708
Rikoon Group
New Mexico
$414K
RIA
709
Realta Investment Advisors
Delaware
$412K +$26.2K +622 +7%
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$410K -$9.16K -217 -2%
ACM
711
Azimuth Capital Management
Michigan
$408K
B
712
Bailard
California
$408K +$43.9K +1,039 +12%
ST
713
Sageworth Trust
Pennsylvania
$408K +$386K +9,154 +1,777%
BFS
714
Bard Financial Services
Connecticut
$404K -$52.8K -1,250 -12%
TIA
715
Tiemann Investment Advisors
California
$404K -$1.06K -25 -0.3%
CNAM
716
Campbell Newman Asset Management
Wisconsin
$401K -$198K -4,682 -33%
SP
717
Symmetry Partners
Connecticut
$399K -$39K -923 -9%
WANY
718
Wealthspire Advisors (New York)
New York
$398K +$68.7K +1,626 +21%
IAA
719
Independent Advisor Alliance
North Carolina
$397K -$1.41M -33,390 -78%
AA
720
Ancora Advisors
Ohio
$396K -$40.7K -964 -9%
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$393K +$1.48K +35 +0.4%
DPIM
722
Duff & Phelps Investment Management
Illinois
$392K
HI
723
Harbour Investments
Wisconsin
$390K +$390K +9,234 New
FP
724
Financial Perspectives
Minnesota
$390K +$381K +16,076 +4,122%
TAM
725
Tucker Asset Management
Colorado
$389K