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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 %
FAG
726
Financial Advisory Group
Texas
$463K – – –
VFA
727
Valeo Financial Advisors
Indiana
$463K +$61.3K +1,183 +15%
Wellington Management Group
728
Wellington Management Group
Massachusetts
$462K -$304K -5,875 -40%
CA
729
Clearstead Advisors
Ohio
$462K +$31.3K +605 +7%
ANRIA
730
American National Registered Investment Advisor
Texas
$460K -$2.74K -53 -0.6%
DJSG
731
D.J. St. Germain
Massachusetts
$460K -$2.59K -50 -0.6%
SFI
732
Siemens Fonds Invest
Germany
$460K +$460K +8,895 New
GW
733
GW & Wade
Massachusetts
$458K -$10.9K -211 -2%
OAM
734
Oppenheimer Asset Management
New York
$456K -$3.57K -69 -0.8%
CCM
735
Covington Capital Management
California
$454K -$22.3K -430 -5%
NAM
736
NTV Asset Management
West Virginia
$454K -$11K -213 -2%
MP
737
McDonald Partners
Ohio
$451K +$23.3K +450 +5%
GVAG
738
Great Valley Advisor Group
Delaware
$448K +$24.3K +468 +6%
NPA
739
Nichols & Pratt Advisers
Massachusetts
$446K -$359K -6,850 -45%
MFA
740
Mayflower Financial Advisors
Massachusetts
$445K -$2.59K -48 -0.6%
SACTSONJ
741
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$445K – – –
DMC
742
Drexel Morgan & Co
Pennsylvania
$444K – – –
EWM
743
Empirical Wealth Management
Washington
$443K +$443K +8,553 New
UBV
744
United Bank (Virginia)
Virginia
$441K +$12.6K +244 +3%
CI
745
Conning Inc
Connecticut
$440K -$52.3K -1,009 -11%
FTC
746
Farmers Trust Company
Ohio
$440K -$1.05K -20 -0.2%
PAS
747
Park Avenue Securities
New York
$440K +$44.1K +851 +11%
Jane Street
748
Jane Street
New York
$439K -$397K -7,678 -48%
YWP
749
YorkBridge Wealth Partners
New York
$439K – – –
HSA
750
HBK Sorce Advisory
Pennsylvania
$439K +$9.58K +185 +2%
28 29
30
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