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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
801
S.A. Mason
Michigan
$368K +$21.5K +415 +6%
ACM
802
Argent Capital Management
Missouri
$367K
NFG
803
Next Financial Group
Texas
$366K +$43.9K +847 +14%
Cerity Partners
804
Cerity Partners
New York
$364K +$20.2K +390 +6%
CCWA
805
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$363K -$40K -772 -10%
EP
806
Eudaimonia Partners
Tennessee
$361K +$73.9K +1,428 +26%
SVWAG
807
Sound View Wealth Advisors Group
Georgia
$360K -$34.7K -671 -9%
ADL
808
Asset Dedication LLC
California
$360K -$11.4K -216 -3%
OPS
809
Orion Portfolio Solutions
Nebraska
$360K +$107K +2,072 +42%
CG
810
Colony Group
Massachusetts
$358K -$445K -8,587 -55%
ATC
811
Adirondack Trust Company
New York
$358K -$52.7K -1,008 -13%
GIM
812
Goelzer Investment Management
Indiana
$358K -$47.6K -920 -12%
MC
813
MRJ Capital
New York
$357K -$51.7K -1,000 -13%
DCM
814
Dupont Capital Management
Delaware
$355K -$342K -6,611 -49%
CCA
815
Checchi Capital Advisers
California
$355K +$982 +19 +0.3%
AIM
816
Avity Investment Management
Connecticut
$355K +$79.6K +1,537 +29%
CAL
817
Capital Analysts LLC
Pennsylvania
$348K -$50.4K -972 -13%
CGL
818
Clarius Group LLC
Washington
$348K +$11.1K +214 +3%
QCG
819
Quadrant Capital Group
Ohio
$344K +$8.18K +158 +2%
MC
820
Maverick Capital
Texas
$343K +$343K +6,628 New
AIM
821
Anchor Investment Management
South Carolina
$342K -$1.81K -35 -0.5%
DPIM
822
Duff & Phelps Investment Management
Illinois
$342K
AA
823
ALPS Advisors
Colorado
$342K +$342K +6,611 New
LWCFA
824
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K -$33.4K -645 -9%
MIC
825
Meridian Investment Counsel
California
$341K