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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 %
AA
1051
Addison Advisors
Vermont
$95K +$22.3K +484 +31%
TAIM
1052
TD Ameritrade Investment Management
Nebraska
$95K +$24.3K +532 +34%
FA
1053
Fortis Advisors
Pennsylvania
$94K – – –
ACM
1054
AUA Capital Management
Pennsylvania
$94K – – –
EWA
1055
EverSource Wealth Advisors
Alabama
$92K +$68.5K +1,493 +292%
MIM
1056
Meridiem Investment Management
United Kingdom
$91K – – –
HBW
1057
Hazlett, Burt & Watson
West Virginia
$91K +$91K +1,985 New
HA
1058
Herold Advisors
New York
$90.3K +$90.3K +1,967 New
MRCM
1059
M&R Capital Management
New Jersey
$90K – – –
HS
1060
Horan Securities
United States
$89K – – –
CNBTD
1061
Citizens National Bank Trust Department
Mississippi
$88K – – –
GRP
1062
Global Retirement Partners
California
$88K +$88K +2,324 New
CWC
1063
Carolinas Wealth Consulting
North Carolina
$87K +$46 +1 +0.1%
HR
1064
Howe & Rusling
New York
$84K -$11.4K -250 -12%
JWA
1065
JFS Wealth Advisors
Pennsylvania
$83K +$3.26K +71 +4%
JFGIW
1066
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K – – –
CAL
1067
Capital Analysts LLC
Pennsylvania
$81K -$213K -4,610 -72%
TSW
1068
Thompson Siegel & Walmsley
Virginia
$81K – – –
CWP
1069
Concord Wealth Partners
Virginia
$80K -$5.26K -115 -6%
JGIA
1070
Jackson Grant Investment Advisers
Connecticut
$79K +$138 +3 +0.2%
APW
1071
Acima Private Wealth
Virginia
$77K – – –
SCA
1072
Stonebridge Capital Advisors
Minnesota
$76K -$2.3K -50 -3%
JEST
1073
JTC Employer Solutions Trustee
Jersey
$76K – – –
OC
1074
Oakmont Corp
California
$76K +$76K +1,660 New
FCT
1075
First Community Trust
Iowa
$74K +$689 +15 +0.9%
41 42
43
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