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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 %
ONB
851
Old National Bancorp
Indiana
$348K – – –
LB
852
Legacy Bridge
Iowa
$348K +$32.6K +600 +10%
IFAM
853
Institutional & Family Asset Management
Colorado
$347K – – –
MS
854
Maven Securities
Jersey
$345K -$574K -10,581 -62%
CAL
855
Capital Analysts LLC
Pennsylvania
$345K -$19.1K -352 -5%
NIM
856
Northeast Investment Management
Massachusetts
$343K -$76.3K -1,407 -18%
LCM
857
LCM Capital Management
Illinois
$343K -$2.33K -43 -0.7%
CT
858
Chicago Trust
Illinois
$343K +$343K +6,320 New
MMPW
859
Mitchell McLeod Pugh & Williams
Alabama
$342K – – –
HCM
860
Howland Capital Management
Massachusetts
$341K -$45K -830 -12%
TSS
861
Two Sigma Securities
New York
$340K +$340K +6,275 New
RCA
862
Resonant Capital Advisors
Wisconsin
$337K +$16.9K +310 +5%
HW
863
Hancock Whitney
Mississippi
$336K -$8.56K -158 -2%
WPW
864
Waldron Private Wealth
Pennsylvania
$336K +$54 +1 +0%
OWP
865
Obermeyer Wealth Partners
Colorado
$335K – – –
FFM
866
Forum Financial Management
Illinois
$335K +$335K +6,179 New
CA
867
Cambridge Advisors
Nebraska
$334K -$8.26K -152 -2%
RIL
868
Rothschild Investment LLC
Illinois
$334K – – –
PTCG
869
Pring Turner Capital Group
California
$334K +$334K +6,150 New
9WM
870
9258 Wealth Management
Ohio
$333K -$1.19K -22 -0.4%
B
871
Bailard
California
$332K -$9.72K -179 -3%
CAM
872
Covenant Asset Management
New Jersey
$332K – – –
NFG
873
Next Financial Group
Texas
$330K -$53.3K -983 -14%
GWM
874
Geneos Wealth Management
Colorado
$330K +$2.65K +49 +0.8%
SFA
875
Sequoia Financial Advisors
Ohio
$330K +$330K +6,081 New
33 34
35
36 37