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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 %
CWM
826
Congress Wealth Management
Massachusetts
$377K +$377K +6,947 New
AWM
827
Altium Wealth Management
New York
$376K -$25.3K -467 -6%
SVWAG
828
Sound View Wealth Advisors Group
Georgia
$376K -$1.46K -27 -0.4%
GIM
829
Goelzer Investment Management
Indiana
$375K – – –
WI
830
Wintrust Investments
Illinois
$374K +$374K +6,904 New
CL
831
CPWM LLC
Washington
$372K – – –
QCG
832
Quadrant Capital Group
Ohio
$372K +$12.2K +225 +3%
AIM
833
Avity Investment Management
Connecticut
$370K -$2.01K -37 -0.5%
FMLI
834
Fukoku Mutual Life Insurance
Japan
$368K +$11.9K +220 +3%
AA
835
ALPS Advisors
Colorado
$366K +$7.27K +134 +2%
LS
836
Livforsakringsbolaget Skandia
Sweden
$364K -$298K -5,500 -45%
ESB
837
Essex Savings Bank
Connecticut
$362K -$11.6K -215 -3%
DBIA
838
Dumont & Blake Investment Advisors
New Jersey
$362K +$4.94K +91 +1%
CG
839
Colony Group
Massachusetts
$361K -$13.4K -248 -4%
APP
840
Avantax Planning Partners
Iowa
$360K +$41.7K +769 +13%
AWM
841
Axxcess Wealth Management
California
$360K +$360K +6,639 New
SS
842
Sunbelt Securities
Texas
$359K -$599 -13 -0.2%
DPIM
843
Duff & Phelps Investment Management
Illinois
$358K – – –
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$357K – – –
AIM
845
Anchor Investment Management
South Carolina
$356K -$2.71K -50 -0.8%
JMFC
846
J.M. Forbes & Co
Massachusetts
$353K +$26.8K +494 +8%
WA
847
WBH Advisory
Maryland
$350K -$2.66K -49 -0.8%
ADL
848
Asset Dedication LLC
California
$349K -$23K -424 -6%
NF
849
NTB Financial
Colorado
$349K +$349K +6,431 New
ATC
850
Adirondack Trust Company
New York
$348K -$24.2K -445 -6%
32 33
34
35 36