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Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.13B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$1.16B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$3.08B
4
Capital International Investors
4
Capital International Investors
California
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.75B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.06B
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$15.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Dodge & Cox
4
Dodge & Cox
California
$1.13B
5
LPU
5
Lansdowne Partners (UK)
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
1076
Exchange Traded Concepts
Oklahoma
$95K +$310 +6 +0.3%
GLLW
1077
Graves Light Lenhart Wealth
Virginia
$94K – – –
SWM
1078
Sugarloaf Wealth Management
Georgia
$94K +$11.2K +217 +14%
MCM
1079
MV Capital Management
Maryland
$93K +$4.45K +86 +5%
TSW
1080
Thompson Siegel & Walmsley
Virginia
$91K -$4.34M -84,213 -98%
CAL
1081
Capital Advisors Ltd
Ohio
$91K – – –
MCA
1082
Mercer Capital Advisers
New Jersey
$89K – – –
TWA
1083
TCI Wealth Advisors
Arizona
$89K +$4.34K +84 +5%
JGIA
1084
Jackson Grant Investment Advisers
Connecticut
$88K +$15.6K +302 +21%
APW
1085
Acima Private Wealth
Virginia
$86K – – –
JWA
1086
JFS Wealth Advisors
Pennsylvania
$85K -$517 -10 -0.6%
JEST
1087
JTC Employer Solutions Trustee
Jersey
$85K – – –
WQ
1088
Wealth Quarterback
New Jersey
$84K -$2.13K -41 -2%
KFA
1089
Kelleher Financial Advisors
New York
$83K +$83K +1,600 New
FFA
1090
Freedman Financial Associates
Massachusetts
$80K +$5.81K +112 +8%
PAI
1091
Pittenger & Anderson Inc
Nebraska
$79K +$79K +1,533 New
GRP
1092
Global Retirement Partners
California
$77K +$2.81K +54 +4%
BAM
1093
Bellevue Asset Management
Washington
$75K – – –
CCC
1094
Crescent Capital Consulting
Louisiana
$74K – – –
HFS
1095
Hantz Financial Services
Michigan
$71K – – –
HCM
1096
Highlander Capital Management
New Jersey
$70K -$23.3K -450 -25%
ARMC
1097
American Research & Management Company
Massachusetts
$69K – – –
SBL
1098
Sargent Bickham Lagudis
Colorado
$69K – – –
ONST
1099
Old North State Trust
North Carolina
$69K – – –
KFI
1100
Key Financial Inc
Pennsylvania
$68K +$5.17K +100 +8%
42 43
44
45 46