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Carrier Global
CARR

Overview Fund Activity

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$434M
3
Renaissance Technologies
Renaissance Technologies
New York
+$136M
4
Invesco
Invesco
Georgia
+$84.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$83.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$306M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$239M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$160M
5
State Street
State Street
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
1026
Center for Financial Planning
Michigan
$116K – – –
CT
1027
Clearstead Trust
Maine
$114K -$16.5K -359 -13%
AWM
1028
AllSquare Wealth Management
New York
$113K – – –
CPFP
1029
Clear Perspectives Financial Planning
Ohio
$112K – – –
SWA
1030
Sutton Wealth Advisors
Florida
$112K +$459 +10 +0.4%
HI
1031
Hudock Inc
Pennsylvania
$110K -$411 -9 -0.4%
S
1032
Seeyond
France
$109K -$2.19K -48 -2%
GCM
1033
Gables Capital Management
Florida
$108K – – –
TIM
1034
Tevis Investment Management
Texas
$108K – – –
NL
1035
NVWM LLC
Pennsylvania
$107K -$1.5K -33 -1%
PP
1036
Paloma Partners
Connecticut
$105K -$552K -12,014 -84%
CYG
1037
Clean Yield Group
Vermont
$104K – – –
ZB
1038
Zions Bancorporation
Utah
$101K -$5.1K -111 -5%
MSFP
1039
Mark Sheptoff Financial Planning
Connecticut
$100K -$4.59K -100 -4%
PAG
1040
Paladin Advisory Group
Iowa
$100K +$100K +2,183 New
DSC
1041
Duncker Streett & Co
Missouri
$99K -$2.66K -58 -3%
CA
1042
Crewe Advisors
Utah
$99K – – –
1IA
1043
1834 Investment Advisors
Wisconsin
$99K – – –
CFG
1044
CKW Financial Group
Hawaii
$99K +$9.21K +200 +10%
HIIFS
1045
Harel Insurance Investments & Financial Services
Israel
$97K – – –
MCM
1046
MV Capital Management
Maryland
$97K +$13.3K +289 +16%
Koshinski Asset Management
1047
Koshinski Asset Management
Illinois
$96.8K -$44.4K -969 -31%
MPWT
1048
MassMutual Private Wealth & Trust
Connecticut
$96K -$367 -8 -0.4%
VRM
1049
Vectors Research Management
New York
$96K -$46 -1 -0%
UIA
1050
Ulland Investment Advisors
Minnesota
$96K +$2.74K +60 +3%
40 41
42
43 44