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Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.13B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
$3.08B
4
Capital International Investors
Capital International Investors
California
$2.81B
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.75B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.06B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Dodge & Cox
Dodge & Cox
California
$1.13B
5
LPU
Lansdowne Partners (UK)
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
976
Equitable Trust
Tennessee
$219K – – –
UFA
977
US Financial Advisors
Massachusetts
$219K – – –
AG
978
AIA Group
Hong Kong
$219K +$219K +4,240 New
Luther King Capital Management (LKCM)
979
Luther King Capital Management (LKCM)
Texas
$218K -$48.6K -938 -18%
ECG
980
Edge Capital Group
Georgia
$218K -$39.3K -758 -15%
FCBT
981
First Citizens Bank & Trust
North Carolina
$217K -$8.59K -166 -4%
KWM
982
Keebeck Wealth Management
Illinois
$217K – – –
HCM
983
Hall Capital Management
Rhode Island
$217K – – –
NSIM
984
North Star Investment Management
Illinois
$217K +$52 +1 +0%
ST
985
Smithfield Trust
Pennsylvania
$216K -$942 -18 -0.4%
M
986
Mirova
France
$216K +$19.1K +369 +10%
HIA
987
Harbor Investment Advisory
Maryland
$215K -$12.1K -233 -5%
PBC
988
Pavion Blue Capital
California
$215K – – –
IWN
989
Independent Wealth Network
Iowa
$215K +$215K +4,134 New
CPO
990
Cerity Partners OCIO
New York
$211K +$211K +4,068 New
AWM
991
Aries Wealth Management
Maine
$211K +$211K +4,080 New
MWM
992
Madison Wealth Management
Ohio
$210K -$6.52K -126 -3%
MFW
993
Meristem Family Wealth
Minnesota
$210K +$210K +4,050 New
WC
994
Whitney & Co
New York
$210K +$210K +4,052 New
RWA
995
Redhawk Wealth Advisors
Minnesota
$209K -$4.75K -92 -2%
IIM
996
InTrack Investment Management
Vermont
$209K +$209K +4,005 New
GDP
997
Great Diamond Partners
Maine
$209K +$209K +4,039 New
RB
998
Rodgers Brothers
Pennsylvania
$208K -$22K -425 -10%
HWA
999
HCR Wealth Advisors
California
$208K +$208K +4,011 New
CW
1000
CreativeOne Wealth
Kansas
$208K +$208K +4,027 New
38 39
40
41 42