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Carrier Global
CARR

Overview Fund Activity

1,212 hedge funds and large institutions have $31B invested in Carrier Global in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 528 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
21.34%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
106
Increased
371
Reduced
528
Closed
100
Calls
$77M
Puts
$32.3M
Net Calls
+$44.7M
Net Calls Change
+$21.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$669M
2
Capital World Investors
Capital World Investors
California
+$628M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$333M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$224M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$220M

Top Sellers

1
State Street
State Street
Massachusetts
-$533M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$447M
3
DSA
Davis Selected Advisers
Arizona
-$229M
4
Dodge & Cox
Dodge & Cox
California
-$136M
5
ProShare Advisors
ProShare Advisors
Maryland
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
851
Tiedemann Advisors
New York
$265K +$5.62K +133 +2%
ADL
852
Asset Dedication LLC
California
$264K -$115K -2,683 -30%
ESB
853
Essex Savings Bank
Connecticut
$264K -$19.7K -540 -7%
LA
854
LVW Advisors
New York
$264K -$18.3K -432 -6%
SIA
855
Soltis Investment Advisors
Utah
$263K +$846 +20 +0.3%
FCH
856
Freestone Capital Holdings
Washington
$263K +$9.45K +224 +4%
NFG
857
Next Financial Group
Texas
$262K +$970 +23 +0.4%
RIL
858
Rothschild Investment LLC
Illinois
$260K – – –
FFBTD
859
First Financial Bank - Trust Division
Ohio
$259K -$26.2K -620 -9%
LBC
860
Lowe Brockenbrough & Co
Virginia
$259K – – –
OIA
861
Optimum Investment Advisors
Illinois
$259K – – –
DTC
862
Davidson Trust Company
Washington
$259K – – –
EI
863
Ellevest Inc
New York
$259K +$161K +3,809 +164%
CAM
864
Covenant Asset Management
New Jersey
$258K – – –
QCG
865
Quadrant Capital Group
Ohio
$258K +$15.2K +361 +6%
JMFC
866
J.M. Forbes & Co
Massachusetts
$257K -$2.12K -50 -0.8%
BIAS
867
Beacon Investment Advisory Services
New Jersey
$256K -$34.5K -816 -12%
UHC
868
Union Heritage Capital
Michigan
$255K +$255K +6,060 New
ACA
869
Atlas Capital Advisors
Wyoming
$253K – – –
WOC
870
West Oak Capital
California
$253K -$27.4K -650 -10%
BL
871
Bleichroeder LP
New York
$253K – – –
SFM
872
Systematic Financial Management
New Jersey
$253K – – –
FTDI
873
First Trust Direct Indexing
Massachusetts
$252K +$40.6K +962 +19%
LCS
874
Levin Capital Strategies
New York
$252K +$252K +5,972 New
DAS
875
Dynamic Advisor Solutions
Arizona
$250K -$194K -4,605 -44%
33 34
35
36 37