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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 %
JC
951
JBF Capital
Colorado
$266K – – –
FBT
952
First Bank & Trust
South Dakota
$266K +$13K +239 +5%
DOA
953
D'Orazio & Associates
Virginia
$265K – – –
SA
954
Strategic Advisors
New York
$265K +$433 +8 +0.2%
MF
955
Montis Financial
Massachusetts
$264K – – –
BAM
956
Barrett Asset Management
New York
$264K +$977 +18 +0.4%
BJL
957
Brighton Jones LLC
Washington
$263K +$263K +4,858 New
ZIM
958
Zacks Investment Management
Illinois
$262K -$6.7M -123,718 -96%
VA
959
Valmark Advisers
Ohio
$262K +$262K +4,835 New
LCM
960
Logan Capital Management
Pennsylvania
$261K – – –
HWM
961
HB Wealth Management
Georgia
$261K +$261K +4,806 New
LI
962
Lafayette Investments
Maryland
$260K +$260K +4,800 New
OIA
963
Optimum Investment Advisors
Illinois
$259K -$10.9K -200 -4%
IA
964
IFG Advisory
Georgia
$259K -$6.56K -121 -2%
GWM
965
GSB Wealth Management
Connecticut
$259K +$259K +4,774 New
AC
966
Avestar Capital
New York
$259K +$259K +4,781 New
TC
967
Telemus Capital
Michigan
$258K -$8.8K -162 -3%
NDSI
968
Newman Dignan & Sheerar Inc
Rhode Island
$257K +$108 +2 +0%
FCFS
969
First Command Financial Services
Texas
$256K -$35K -645 -12%
CL
970
Choreo LLC
Illinois
$256K -$24.6K -452 -9%
FAM
971
Formidable Asset Management
Ohio
$256K -$11.7K -216 -4%
BA
972
Bridgewater Advisors
New York
$256K +$1.9K +35 +0.7%
FCMC
973
Founders Capital Management (Connecticut)
Connecticut
$255K -$2.44K -45 -0.9%
SWMP
974
Signature Wealth Management Partners
New Jersey
$255K – – –
T
975
TCWP
Ohio
$253K +$253K +4,676 New
37 38
39
40 41