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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 %
NPA
876
Nichols & Pratt Advisers
Massachusetts
$328K -$133K -2,450 -29%
WIC
877
Woodmont Investment Counsel
Tennessee
$327K +$10.7K +197 +3%
LA
878
LVW Advisors
New York
$326K +$62.8K +1,159 +24%
CCM
879
Coldstream Capital Management
Washington
$326K +$326K +6,018 New
SLT
880
St Louis Trust
Missouri
$325K – – –
SFM
881
Systematic Financial Management
New Jersey
$325K – – –
BL
882
Bleichroeder LP
New York
$325K – – –
PCA
883
Personal Capital Advisors
California
$324K +$324K +5,973 New
AF
884
Arrow Financial
New York
$323K – – –
MWM
885
Meridian Wealth Management
Kentucky
$323K +$54 +1 +0%
EN1L
886
Engine No 1 LLC
California
$322K +$68.4K +1,259 +27%
DHFB
887
Dixon Hubard Feinour & Brown
Virginia
$321K – – –
Members Trust
888
Members Trust
Florida
$321K +$4.12K +76 +1%
KLCM
889
KG&L Capital Management
Louisiana
$320K -$24.4K -450 -7%
FFWA
890
FRG Family Wealth Advisors
Washington
$319K -$4.07K -75 -1%
FFA
891
Founders Financial Alliance
North Carolina
$319K +$108 +2 +0%
SIA
892
Soltis Investment Advisors
Utah
$318K -$11.4K -210 -3%
CHAM
893
Clear Harbor Asset Management
Connecticut
$318K +$35.2K +650 +12%
MC
894
MRJ Capital
New York
$317K -$57.8K -1,065 -15%
FQ
895
First Quadrant
California
$317K +$39K +718 +14%
BCM
896
Brookstone Capital Management
Illinois
$315K -$26.6K -512 -8%
SAM
897
SignalPoint Asset Management
Missouri
$313K -$8.12K -150 -3%
NB
898
Northwest Bancshares
Pennsylvania
$311K -$4.29K -79 -1%
TA
899
Tiedemann Advisors
New York
$311K – – –
ETC
900
Exchange Traded Concepts
Oklahoma
$311K +$211K +3,891 +212%
34 35
36
37 38