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Carrier Global
CARR

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.13B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
$3.08B
4
Capital International Investors
Capital International Investors
California
$2.81B
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.75B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.06B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Dodge & Cox
Dodge & Cox
California
$1.13B
5
LPU
Lansdowne Partners (UK)
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
UHC
851
Union Heritage Capital
Michigan
$314K – – –
SIA
852
Soltis Investment Advisors
Utah
$314K +$1.81K +35 +0.6%
Jones Financial Companies
853
Jones Financial Companies
Missouri
$313K -$129K -2,491 -29%
BIAS
854
Beacon Investment Advisory Services
New Jersey
$313K – – –
SLT
855
St Louis Trust
Missouri
$311K -$68.3K -1,317 -18%
JMFC
856
J.M. Forbes & Co
Massachusetts
$311K -$3.1K -60 -1%
BL
857
Bleichroeder LP
New York
$311K – – –
SFM
858
Systematic Financial Management
New Jersey
$311K – – –
NA
859
NewEdge Advisors
Louisiana
$311K +$4.2K +81 +1%
WOC
860
West Oak Capital
California
$310K – – –
SW
861
SlateStone Wealth
Florida
$310K +$18.7K +362 +6%
Members Trust
862
Members Trust
Florida
$309K – – –
MWM
863
Meridian Wealth Management
Kentucky
$309K +$52 +1 +0%
FFWA
864
FRG Family Wealth Advisors
Washington
$308K -$18.6K -360 -6%
AF
865
Arrow Financial
New York
$308K -$2.59K -50 -0.8%
DHFB
866
Dixon Hubard Feinour & Brown
Virginia
$307K -$126K -2,433 -29%
SAM
867
SignalPoint Asset Management
Missouri
$307K +$307K +5,935 New
RCA
868
Resonant Capital Advisors
Wisconsin
$305K +$4.2K +81 +1%
FFA
869
Founders Financial Alliance
North Carolina
$305K +$21.3K +412 +8%
APP
870
Avantax Planning Partners
Iowa
$304K +$9.01K +174 +3%
RWG
871
Regal Wealth Group
California
$303K -$39.1K -756 -11%
BSW
872
Buckingham Strategic Wealth
Missouri
$303K +$28.9K +559 +11%
WIC
873
Woodmont Investment Counsel
Tennessee
$302K -$2.59K -50 -0.8%
LIM
874
Leavell Investment Management
Alabama
$302K -$723 -14 -0.2%
NB
875
Northwest Bancshares
Pennsylvania
$301K -$13.2K -255 -4%
33 34
35
36 37