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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.26B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$905M
4
Capital International Investors
4
Capital International Investors
California
$2.5B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$155M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.71B
2
DSA
2
Davis Selected Advisers
Arizona
$69.6M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$2.99B
5
Dodge & Cox
5
Dodge & Cox
California
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1076
Bray Capital Advisors
Florida
$63K -$147K -3,055 -70%
HCP
1077
Hexagon Capital Partners
Arkansas
$63K -$13.7K -280 -18%
NFSG
1078
Newbridge Financial Services Group
Florida
$63K -$677 -14 -1%
TAIM
1079
TD Ameritrade Investment Management
Nebraska
$63K +$14.4K +295 +30%
HDIM
1080
Hanson & Doremus Investment Management
Vermont
$62K -$1.37K -45 -2%
Twin Tree Management
1081
Twin Tree Management
Texas
$57K +$57K +1,177 New
GWMIA
1082
Global Wealth Management Investment Advisory
Florida
$56K +$48.7K +1,000 +667%
MFT
1083
Moisand Fitzgerald Tamayo
Florida
$56K +$56K +1,160 New
CFO
1084
CVA Family Office
Colorado
$55K +$26.6K +542 +93%
APC
1085
Aspire Private Capital
North Carolina
$54K – – –
BWM
1086
Baystate Wealth Management
Massachusetts
$53K -$1.31K -27 -2%
MHR
1087
Matthew Hamilton Rosenberg
$53K – – –
RDWM
1088
Red Door Wealth Management
Tennessee
$53K +$53K +1,092 New
FCM
1089
Firestone Capital Management
Florida
$51K – – –
GAM
1090
Gemmer Asset Management
California
$51K +$531 +11 +1%
IP
1091
Isthmus Partners
Wisconsin
$51K +$51K +1,052 New
AIM
1092
Arcadia Investment Management
Michigan
$49K – – –
FGAM
1093
Financial Gravity Asset Management
Texas
$49K +$49K +8 New
GWS
1094
Glassman Wealth Services
Virginia
$48K -$2.26K -46 -4%
TI
1095
Truehand Inc
New Hampshire
$46K – – –
PB
1096
Pinnacle Bancorp
Nebraska
$45K -$8.32K -170 -16%
WBC
1097
West Branch Capital
Massachusetts
$44K +$44K +909 New
FFG
1098
Ford Financial Group
California
$43K +$43K +888 New
TLFA
1099
True Link Financial Advisors
California
$41K +$3K +62 +8%
PMFA
1100
Plante Moran Financial Advisors
Michigan
$41K +$19.6K +400 +91%
42 43
44
45 46