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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 %
PFSC
726
Peoples Financial Services Corp
Pennsylvania
$513K -$11.9K -220 -2%
SP
727
Symmetry Partners
Connecticut
$512K – – –
FMWA
728
Forvis Mazars Wealth Advisors
Missouri
$510K -$61.3K -1,130 -11%
TH
729
TCTC Holdings
Texas
$507K +$4.23K +78 +0.8%
EWA
730
Exencial Wealth Advisors
Oklahoma
$506K +$506K +9,324 New
BFM
731
Boston Financial Management
Massachusetts
$502K -$3.47K -64 -0.7%
TIA
732
Tiemann Investment Advisors
California
$501K – – –
VF
733
Virtu Financial
New York
$497K +$497K +9,164 New
AWA
734
Arkadios Wealth Advisors
Georgia
$495K -$386K -7,124 -44%
BS
735
Boenning & Scattergood
Pennsylvania
$494K -$25.3K -466 -5%
CCT
736
Country Club Trust
Missouri
$493K -$85.8K -1,602 -15%
TC
737
TownSquare Capital
Utah
$492K -$21.6K -398 -4%
GIA
738
Gladstone Institutional Advisory
Florida
$492K +$492K +9,079 New
AP
739
Atwood & Palmer
Missouri
$490K – – –
OAM
740
Oppenheimer Asset Management
New York
$490K +$13.1K +242 +3%
CB
741
Community Bank
New York
$490K +$99.7K +1,841 +26%
TAM
742
Tucker Asset Management
Colorado
$490K +$3.96K +74 +0.8%
GVAG
743
Great Valley Advisor Group
Delaware
$489K +$21.5K +397 +5%
VFA
744
Valeo Financial Advisors
Indiana
$487K +$2.44K +45 +0.5%
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$485K -$6.83K -126 -1%
FAG
746
Financial Advisory Group
Texas
$485K – – –
DA
747
DCM Advisors
New York
$485K +$29.9K +550 +7%
NP
748
NorthRock Partners
Minnesota
$483K +$73.4K +1,352 +18%
ANRIA
749
American National Registered Investment Advisor
Texas
$482K -$163 -3 -0%
MPW
750
Monterey Private Wealth
California
$482K +$4.07K +75 +0.9%
28 29
30
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