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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 %
FHA
751
First Horizon Advisors
Tennessee
$436K +$281K +5,469 +182%
SWM
752
Shakespeare Wealth Management
Wisconsin
$435K – – –
DA
753
DCM Advisors
New York
$434K +$434K +8,386 New
TCM
754
Twin Capital Management
Pennsylvania
$433K +$433K +8,368 New
RIA
755
Realta Investment Advisors
Delaware
$432K -$69.7K -1,346 -14%
DWT
756
Dorsey & Whitney Trust
South Dakota
$429K -$2.64K -51 -0.6%
RIM
757
Regent Investment Management
Kentucky
$429K – – –
CCG
758
Cypress Capital Group
Florida
$423K +$31.4K +607 +8%
IFWM
759
Institute for Wealth Management
Colorado
$420K -$3.16K -61 -0.7%
BEAM
760
Baker Ellis Asset Management
Washington
$420K +$7.54K +150 +2%
PSB
761
Piscataqua Savings Bank
New Hampshire
$419K -$2.85K -55 -0.7%
ER
762
Enlightenment Research
Florida
$419K +$419K +8,100 New
LAM
763
L2 Asset Management
Massachusetts
$418K -$457K -8,839 -52%
EAM
764
Eagle Asset Management
Florida
$415K -$29.2K -566 -7%
CWM
765
Cornerstone Wealth Management
Missouri
$413K -$9.63K -186 -2%
OWM
766
OneAscent Wealth Management
Alabama
$413K +$413K +7,986 New
FTDI
767
First Trust Direct Indexing
Massachusetts
$412K -$245K -4,721 -37%
VCM
768
Virtue Capital Management
Tennessee
$412K -$27.8K -538 -6%
AF
769
Advisornet Financial
Minnesota
$408K -$707K -13,642 -63%
BA
770
Bennicas & Associates
California
$408K – – –
LBC
771
Lowe Brockenbrough & Co
Virginia
$405K +$88K +1,700 +28%
S
772
SignatureFD
Georgia
$404K +$32.8K +634 +9%
HT
773
Heritage Trust
Oklahoma
$403K -$6.93K -134 -2%
FCH
774
Freestone Capital Holdings
Washington
$402K +$68.2K +1,318 +20%
NIM
775
Northeast Investment Management
Massachusetts
$400K +$4.97K +96 +1%
29 30
31
32 33