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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 %
MFW
1051
Meristem Family Wealth
Minnesota
$215K -$4.28K -79 -2%
CB
1052
Cadence Bank
Mississippi
$215K – – –
BTWM
1053
Baker Tilly Wealth Management
Wisconsin
$215K +$215K +3,973 New
PCP
1054
Proficio Capital Partners
Massachusetts
$214K +$214K +3,939 New
AWP
1055
Abacus Wealth Partners
California
$213K -$2.98K -55 -1%
MI
1056
Markston International
New York
$213K -$98.8K -1,825 -32%
NFC
1057
Northeast Financial Consultants
Connecticut
$212K – – –
RSWM
1058
Robertson Stephens Wealth Management
California
$211K +$211K +3,882 New
FFMBT
1059
First Farmers & Merchants Bank Trust
Tennessee
$211K +$211K +3,885 New
OFS
1060
OneAscent Financial Services
Alabama
$208K -$135K -2,487 -39%
SFS
1061
Stiles Financial Services
Minnesota
$208K +$208K +3,829 New
NAMP
1062
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$206K +$206K +3,807 New
FA
1063
Financial Advisors
Massachusetts
$205K -$10.2K -188 -5%
RWM
1064
Ritholtz Wealth Management
New York
$205K +$205K +3,772 New
KF
1065
Krilogy Financial
Missouri
$204K +$204K +3,765 New
FMBTD
1066
First Midwest Bank Trust Division
Illinois
$203K +$203K +3,735 New
MWP
1067
Madison Wealth Partners
Wisconsin
$202K +$202K +3,716 New
TPWM
1068
Twelve Points Wealth Management
Massachusetts
$202K +$202K +3,720 New
SFG
1069
Sovereign Financial Group
Connecticut
$202K +$202K +3,721 New
BOPW
1070
Brandywine Oak Private Wealth
Pennsylvania
$202K +$202K +3,726 New
AIP
1071
Ahrens Investment Partners
Louisiana
$200K +$200K +3,691 New
BO
1072
BRR OpCo
Ohio
$200K +$200K +3,695 New
HI
1073
Harbour Investments
Wisconsin
$199K -$297K -5,481 -60%
FMTCOCP
1074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$197K -$4.06K -75 -2%
SLF
1075
Sun Life Financial
Ontario, Canada
$192K +$10.5K +193 +6%
41 42
43
44 45