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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.26B
2
Bank of America
Bank of America
North Carolina
$1.16B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$905M
4
Capital International Investors
Capital International Investors
California
$2.5B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$155M

Top Sellers

1
State Street
State Street
Massachusetts
$1.71B
2
DSA
Davis Selected Advisers
Arizona
$69.6M
3
SCA
Southpoint Capital Advisors
New York
$0
4
BlackRock
BlackRock
New York
$2.99B
5
Dodge & Cox
Dodge & Cox
California
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
951
Main Street Financial Solutions
Pennsylvania
$219K +$219K +4,498 New
AWM
952
Aberdeen Wealth Management
Illinois
$219K +$219K +4,500 New
FBT
953
First Bank & Trust
South Dakota
$218K +$16K +330 +8%
CAM
954
Congress Asset Management
Massachusetts
$218K +$218K +4,491 New
AIM
955
Acropolis Investment Management
Missouri
$217K +$49 +1 +0%
RB
956
Rodgers Brothers
Pennsylvania
$216K -$21.4K -440 -9%
LWM
957
Laidlaw Wealth Management
New York
$216K +$216K +4,442 New
UR
958
USCA RIA
Texas
$214K -$616K -12,703 -74%
TAM
959
Todd Asset Management
Kentucky
$214K +$214K +4,405 New
HIA
960
Harbor Investment Advisory
Maryland
$213K -$3.89K -80 -2%
RCM
961
Radnor Capital Management
Pennsylvania
$213K +$213K +4,382 New
FCBT
962
First Citizens Bank & Trust
North Carolina
$212K +$212K +4,360 New
CPIG
963
Chicago Partners Investment Group
Illinois
$211K +$211K +4,101 New
CMO
964
Covenant Multifamily Offices
Texas
$211K +$211K +4,336 New
WPW
965
Waldron Private Wealth
Pennsylvania
$211K +$211K +4,348 New
WA
966
Waverly Advisors
Alabama
$209K +$209K +3,729 New
RWM
967
Ritholtz Wealth Management
New York
$209K +$209K +4,306 New
TYCC
968
Texas Yale Capital Corp
Florida
$208K +$208K +4,270 New
WFI
969
West Family Investments
California
$208K +$208K +4,281 New
ET
970
Equitable Trust
Tennessee
$206K +$206K +4,232 New
KWM
971
Keebeck Wealth Management
Illinois
$205K +$205K +4,200 New
PMG
972
ProVise Management Group
Florida
$205K +$205K +4,211 New
CAM
973
Claret Asset Management
Quebec, Canada
$205K +$205K +4,217 New
UFA
974
US Financial Advisors
Massachusetts
$205K +$205K +4,228 New
NSIM
975
North Star Investment Management
Illinois
$204K +$56.5K +1,161 +38%
37 38
39
40 41