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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 %
RWA
1026
Ropes Wealth Advisors
Massachusetts
$225K -$178K -3,293 -44%
ST
1027
Smithfield Trust
Pennsylvania
$225K – – –
PBC
1028
Pavion Blue Capital
California
$225K – – –
IWM
1029
IHT Wealth Management
Illinois
$225K +$225K +4,147 New
DCM
1030
Dupont Capital Management
Delaware
$224K -$147K -2,717 -40%
IWN
1031
Independent Wealth Network
Iowa
$224K -$543 -10 -0.2%
CF
1032
Centaurus Financial
California
$223K +$27.8K +512 +14%
BIAS
1033
Beacon Investment Advisory Services
New Jersey
$222K -$106K -1,961 -32%
DLA
1034
Douglas Lane & Associates
New York
$222K -$32.6K -600 -13%
HIA
1035
Harbor Investment Advisory
Maryland
$222K -$3.2K -59 -1%
AWM
1036
Aries Wealth Management
Maine
$221K – – –
MCM
1037
Manchester Capital Management
Vermont
$221K +$4.08K +75 +2%
WC
1038
Whitney & Co
New York
$220K – – –
MWM
1039
Madison Wealth Management
Ohio
$220K – – –
RWA
1040
Redhawk Wealth Advisors
Minnesota
$220K +$380 +7 +0.2%
WFI
1041
West Family Investments
California
$219K -$25.7K -474 -11%
GDP
1042
Great Diamond Partners
Maine
$219K – – –
HWA
1043
HCR Wealth Advisors
California
$219K +$1.84K +34 +0.8%
GWS
1044
Glassman Wealth Services
Virginia
$219K +$39.3K +725 +22%
PWPS
1045
Pinnacle Wealth Planning Services
Ohio
$219K +$219K +4,044 New
WAP
1046
Wealthcare Advisory Partners
Pennsylvania
$217K -$83.6K -1,538 -28%
ECG
1047
Edge Capital Group
Georgia
$217K -$10.8K -200 -5%
SFG
1048
Summit Financial Group
West Virginia
$217K – – –
MLIC
1049
Mandatum Life Insurance Company
Finland
$216K +$216K +3,978 New
BPC
1050
Banque Pictet & Cie
Switzerland
$216K +$216K +3,980 New
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42
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