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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 %
BSW
926
Buckingham Strategic Wealth
Missouri
$287K -$30.4K -562 -10%
OWM
927
OneAscent Wealth Management
Alabama
$286K -$147K -2,710 -34%
MPI
928
Mairs & Power Inc
Minnesota
$285K -$23.8K -439 -8%
Verition Fund Management
929
Verition Fund Management
Connecticut
$285K +$285K +5,263 New
RWG
930
Regal Wealth Group
California
$284K -$33.3K -614 -10%
M
931
Mirova
France
$284K +$57.7K +1,066 +25%
WP
932
WMS Partners
Maryland
$282K +$5.49K +101 +2%
NME
933
Notis-McConarty Edward
$281K – – –
FCB
934
First Command Bank
Texas
$278K – – –
CCA
935
Cobblestone Capital Advisors
New York
$278K – – –
MFG
936
Menard Financial Group
Texas
$278K +$278K +5,117 New
PFP
937
Pinnacle Financial Partners
Tennessee
$277K +$1.24K +23 +0.5%
TA
938
TFG Advisers
Michigan
$275K +$35.3K +652 +15%
PAG
939
Private Advisory Group
Washington
$274K +$63.9K +1,179 +30%
TVAMP
940
Tennessee Valley Asset Management Partners
Tennessee
$273K -$2.66K -49 -1%
ACP
941
Aveo Capital Partners
Colorado
$273K +$380 +7 +0.1%
HT
942
HighTower Trust
Texas
$271K +$271K +4,990 New
LGF
943
LGT Group Foundation
Liechtenstein
$271K +$271K +5,000 New
CI
944
CX Institutional
Indiana
$270K +$8.85K +163 +3%
DAS
945
Dynamic Advisor Solutions
Arizona
$269K -$24.2K -446 -8%
FFBTD
946
First Financial Bank - Trust Division
Ohio
$269K -$975 -18 -0.4%
ST
947
Spinnaker Trust
Maine
$269K +$6.84K +126 +3%
BCM
948
Becker Capital Management
Oregon
$268K -$9.21K -170 -3%
CHA
949
Carmichael Hill & Associates
Maryland
$268K – – –
FFC
950
First Financial Corp
Indiana
$267K -$2.17K -40 -0.8%
36 37
38
39 40