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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 %
SSWM
976
Sheets Smith Wealth Management
North Carolina
$252K – – –
AWM
977
Apollon Wealth Management
South Carolina
$252K +$252K +4,636 New
MCCP
978
Mission Creek Capital Partners
California
$250K -$16.1K -297 -6%
RCM
979
Radnor Capital Management
Pennsylvania
$250K – – –
MWM
980
Minot Wealth Management
Massachusetts
$250K +$2.27K +42 +0.9%
CAM
981
Congress Asset Management
Massachusetts
$250K +$5.92K +109 +2%
CW
982
CreativeOne Wealth
Kansas
$250K +$31.4K +579 +14%
HH
983
Hilltop Holdings
Texas
$249K -$141K -2,584 -36%
CG
984
Cutler Group
California
$249K -$63.8K -1,179 -20%
NGA
985
Naples Global Advisors
Florida
$248K -$9.48K -175 -4%
AF
986
Allworth Financial
California
$248K +$69.1K +1,273 +39%
BBI
987
Baxter Bros Inc
Connecticut
$247K -$10.8K -200 -4%
SVCP
988
Silicon Valley Capital Partners
California
$247K – – –
DMBA
989
Deseret Mutual Benefit Administrators
Utah
$247K +$71K +1,309 +40%
MLFP
990
MPS Loria Financial Planners
Illinois
$244K – – –
APWM
991
Atlas Private Wealth Management
New York
$244K +$244K +4,500 New
LCS
992
Levin Capital Strategies
New York
$243K +$243K +4,472 New
AIM
993
Acropolis Investment Management
Missouri
$241K -$488 -9 -0.2%
GD
994
Grandfield & Dodd
New York
$240K -$985 -18 -0.4%
AWM
995
Aberdeen Wealth Management
Illinois
$239K – – –
GBT
996
Grove Bank & Trust
Florida
$239K – – –
RT
997
Rockland Trust
Massachusetts
$238K – – –
EWM
998
Endowment Wealth Management
Wisconsin
$238K +$238K +4,382 New
COCM
999
Charter Oak Capital Management
New Hampshire
$237K +$6.56K +121 +3%
TAM
1000
Todd Asset Management
Kentucky
$237K +$237K +4,377 New
38 39
40
41 42