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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 %
WPP
1001
Whalerock Point Partners
Rhode Island
$236K -$2.44K -45 -1%
FIM
1002
Fernwood Investment Management
Massachusetts
$236K -$10.8K -200 -4%
RB
1003
Rodgers Brothers
Pennsylvania
$234K +$16.2K +300 +7%
HFM
1004
Harvest Fund Management
China
$233K -$23.9K -446 -9%
DHGWA
1005
Dixon Hughes Goodman Wealth Advisors
North Carolina
$233K +$233K +4,292 New
WP
1006
WealthSource Partners
California
$232K -$867 -16 -0.4%
TYCC
1007
Texas Yale Capital Corp
Florida
$232K – – –
PCA
1008
Peddock Capital Advisors
Massachusetts
$232K – – –
AA
1009
Advisory Alpha
Michigan
$232K +$232K +4,268 New
PMG
1010
ProVise Management Group
Florida
$231K +$231K +4,266 New
USCWA
1011
U.S. Capital Wealth Advisors
Texas
$230K -$22K -405 -9%
ET
1012
Equitable Trust
Tennessee
$230K – – –
NSIM
1013
North Star Investment Management
Illinois
$230K +$2.39K +44 +1%
CC
1014
Commons Capital
Massachusetts
$230K +$230K +4,235 New
UFA
1015
US Financial Advisors
Massachusetts
$229K – – –
FCBT
1016
First Citizens Bank & Trust
North Carolina
$229K +$1.68K +31 +0.7%
MGIA
1017
Matthew Goff Investment Advisor
Texas
$228K -$1.61M -29,810 -88%
MSFS
1018
Main Street Financial Solutions
Pennsylvania
$228K -$9.46K -174 -4%
LWM
1019
Laidlaw Wealth Management
New York
$228K -$6.96K -128 -3%
HCM
1020
Hall Capital Management
Rhode Island
$228K – – –
CIC
1021
Crawford Investment Counsel
Georgia
$228K +$11K +204 +5%
TFM
1022
TFC Financial Management
Massachusetts
$228K +$73.3K +1,351 +47%
LWAC
1023
Laurel Wealth Advisors (California)
California
$228K +$228K +4,206 New
DFCM
1024
Dark Forest Capital Management
Puerto Rico
$227K +$77.3K +1,428 +52%
PAI
1025
Pittenger & Anderson Inc
Nebraska
$227K +$144K +2,651 +173%
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