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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 %
HSA
751
HBK Sorce Advisory
Pennsylvania
$481K +$21.6K +398 +5%
SSG
752
Summit Securities Group
New York
$477K +$477K +8,791 New
Rafferty Asset Management
753
Rafferty Asset Management
New York
$476K -$189K -3,482 -28%
SFI
754
Siemens Fonds Invest
Germany
$475K -$1.66K -31 -0.3%
ACM
755
Azimuth Capital Management
Michigan
$474K -$44K -810 -8%
WTA
756
Washington Trust Advisors
Massachusetts
$474K +$474K +8,750 New
MPPW
757
Mitchell & Pahl Private Wealth
Oklahoma
$471K -$16.3K -301 -3%
GW
758
GW & Wade
Massachusetts
$471K -$8.78K -162 -2%
SACTSONJ
759
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$466K – – –
DMC
760
Drexel Morgan & Co
Pennsylvania
$465K – – –
GWANC
761
Guardian Wealth Advisors (North Carolina)
North Carolina
$465K +$465K +8,582 New
MFA
762
Mayflower Financial Advisors
Massachusetts
$463K +$16K +294 +4%
UBV
763
United Bank (Virginia)
Virginia
$461K – – –
YWP
764
YorkBridge Wealth Partners
New York
$460K – – –
NAM
765
NTV Asset Management
West Virginia
$458K -$17.1K -315 -4%
AFG
766
Alterity Financial Group
Maine
$456K +$456K +8,405 New
BCI
767
Brinker Capital Investments
Pennsylvania
$456K +$456K +8,413 New
FHA
768
First Horizon Advisors
Tennessee
$455K -$3.79K -70 -0.8%
CA
769
Clearstead Advisors
Ohio
$453K -$31.6K -582 -7%
BEAM
770
Baker Ellis Asset Management
Washington
$453K – – –
BAM
771
Blueshift Asset Management
New Jersey
$450K -$3.53M -65,040 -89%
CCM
772
Covington Capital Management
California
$449K -$27.2K -500 -6%
SWM
773
Shakespeare Wealth Management
Wisconsin
$449K – – –
EAM
774
Eagle Asset Management
Florida
$449K +$19K +355 +4%
FNT
775
First National Trust
Pennsylvania
$447K -$73K -1,348 -14%
29 30
31
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