CARR icon

Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Bank of America
Bank of America
North Carolina
+$784M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$349M
4
Capital International Investors
Capital International Investors
California
+$201M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$103M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.03B
2
DSA
Davis Selected Advisers
Arizona
-$726M
3
SCA
Southpoint Capital Advisors
New York
-$438M
4
BlackRock
BlackRock
New York
-$209M
5
Dodge & Cox
Dodge & Cox
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
826
Monetary Management Group
Missouri
$312K -$9.71K -200 -3%
IFAM
827
Institutional & Family Asset Management
Colorado
$311K -$11K -226 -3%
HW
828
Hancock Whitney
Mississippi
$310K -$1.31K -27 -0.4%
B
829
Bailard
California
$309K -$161K -3,301 -34%
KLCM
830
KG&L Capital Management
Louisiana
$309K -$49 -1 -0%
WAP
831
Wealthcare Advisory Partners
Pennsylvania
$308K +$134K +2,754 +77%
FL
832
Fort LP
Maryland
$308K +$308K +6,334 New
FFWA
833
FRG Family Wealth Advisors
Washington
$307K -$57.4K -1,180 -16%
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$307K – – –
CA
835
Cambridge Advisors
Nebraska
$306K -$4.86K -100 -2%
MPI
836
Mairs & Power Inc
Minnesota
$304K -$43.8K -900 -13%
NFG
837
Next Financial Group
Texas
$302K +$340 +7 +0.1%
ESB
838
Essex Savings Bank
Connecticut
$301K -$31.7K -688 -10%
9WM
839
9258 Wealth Management
Ohio
$300K -$34.4K -707 -10%
TA
840
Tiedemann Advisors
New York
$299K -$4.75K -98 -2%
RIL
841
Rothschild Investment LLC
Illinois
$299K – – –
LBC
842
Lowe Brockenbrough & Co
Virginia
$298K – – –
CAM
843
Covenant Asset Management
New Jersey
$297K – – –
IWC
844
Integrated Wealth Concepts
Massachusetts
$296K -$11.2K -230 -4%
NB
845
Northwest Bancshares
Pennsylvania
$295K -$23K -472 -7%
JMFC
846
J.M. Forbes & Co
Massachusetts
$295K – – –
CL
847
Choreo LLC
Illinois
$295K +$7.43K +153 +3%
BIAS
848
Beacon Investment Advisory Services
New Jersey
$294K – – –
UHC
849
Union Heritage Capital
Michigan
$294K – – –
GWM
850
Geneos Wealth Management
Colorado
$293K -$39K -805 -12%
32 33
34
35 36