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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 %
LBC
801
Lowe Brockenbrough & Co
Virginia
$409K -$16.6K -305 -4%
SCM
802
Shelton Capital Management
Colorado
$408K -$599K -11,039 -59%
FTDI
803
First Trust Direct Indexing
Massachusetts
$407K -$24.1K -444 -6%
WSCM
804
Wellington Shields Capital Management
New York
$407K – – –
FNB
805
Farmers National Bank
Kentucky
$406K -$11.4K -210 -3%
RIA
806
Realta Investment Advisors
Delaware
$405K -$47.5K -876 -10%
FIM
807
Fruth Investment Management
Texas
$405K – – –
BC
808
Burleson & Co
California
$399K – – –
SWM
809
SeaCrest Wealth Management
New York
$396K -$11.9K -219 -3%
FFA
810
First Foundation Advisors
California
$393K +$1.85K +34 +0.5%
AWA
811
Arete Wealth Advisors
Illinois
$393K +$7.22K +137 +2%
OPS
812
Orion Portfolio Solutions
Nebraska
$392K +$14.7K +271 +4%
CCA
813
Checchi Capital Advisers
California
$390K +$17.9K +331 +5%
SCA
814
Snowden Capital Advisors
New York
$387K -$110K -2,029 -22%
TCPWM
815
Traverso Chambers Private Wealth Management
California
$387K – – –
CCMW
816
Cypress Capital Management (Wyoming)
Wyoming
$386K -$6.79K -125 -2%
STCOSD
817
Sageworth Trust Company of South Dakota
South Dakota
$386K +$386K +7,123 New
ACM
818
Argent Capital Management
Missouri
$385K – – –
SAM
819
S.A. Mason
Michigan
$385K +$54 +1 +0%
CGL
820
Clarius Group LLC
Washington
$384K +$19.9K +368 +5%
Jones Financial Companies
821
Jones Financial Companies
Missouri
$382K +$53.9K +993 +16%
AAP
822
Arax Advisory Partners
Colorado
$380K +$25.4K +469 +7%
KPW
823
Kore Private Wealth
New York
$379K -$172K -3,180 -31%
WWM
824
Western Wealth Management
Colorado
$379K +$379K +7,092 New
RP
825
Riverwater Partners
Wisconsin
$377K +$377K +6,946 New
31 32
33
34 35