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Carrier Global

1,212 hedge funds and large institutions have $31B invested in Carrier Global in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 528 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
21.34%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
106
Increased
371
Reduced
528
Closed
100
Calls
$77M
Puts
$32.3M
Net Calls
+$44.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
976
Accel Wealth Management
Iowa
$114K +$19.1K +451 +20%
IWMA
977
Ironwood Wealth Management (Arizona)
Arizona
$111K
OC
978
Oakworth Capital
Alabama
$111K +$57.2K +1,360 +106%
CFFP
979
Center for Financial Planning
Michigan
$110K
NL
980
NVWM LLC
Pennsylvania
$107K -$11.1K -264 -9%
SC
981
Steph & Co
Wisconsin
$107K
CWP
982
Concord Wealth Partners
Virginia
$106K -$7.36K -174 -6%
HCM
983
Huber Capital Management
California
$106K +$106K +2,500 New
S
984
Seeyond
France
$103K -$267K -6,369 -72%
CPFP
985
Clear Perspectives Financial Planning
Ohio
$103K
SWA
986
Sutton Wealth Advisors
Florida
$102K +$1.27K +30 +1%
FF
987
FourThought Financial
Florida
$102K -$4.5K -107 -4%
ZB
988
Zions Bancorporation
Utah
$100K -$2.48K -59 -2%
CFG
989
CKW Financial Group
Hawaii
$99K
BCA
990
Berman Capital Advisors
Georgia
$99K +$17.8K +425 +22%
MRCM
991
M&R Capital Management
New Jersey
$98K -$28.5K -677 -23%
TFM
992
TFC Financial Management
Massachusetts
$97K +$126 +3 +0.1%
MIM
993
Meridiem Investment Management
United Kingdom
$96K +$96K +2,275 New
SCA
994
Stonebridge Capital Advisors
Minnesota
$93K +$93K +2,211 New
PCM
995
Penserra Capital Management
California
$92K +$14.7K +351 +19%
RIM
996
Rockbridge Investment Management
New York
$91K
1IA
997
1834 Investment Advisors
Wisconsin
$91K
VRM
998
Vectors Research Management
New York
$89K
HDIM
999
Hanson & Doremus Investment Management
Vermont
$88K +$1.91K +45 +2%
ACM
1000
AUA Capital Management
Pennsylvania
$87K