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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 %
KCM
1076
KRS Capital Management
Michigan
$183K +$183K +3,387 New
FF
1077
FourThought Financial
Florida
$180K -$2.54K -47 -1%
CA
1078
CoreCap Advisors
Michigan
$180K +$180K +3,310 New
EDRH
1079
Edmond de Rothschild Holding
Switzerland
$178K +$127K +2,347 +249%
CWS
1080
Confluence Wealth Services
Pennsylvania
$172K +$172K +3,184 New
Koshinski Asset Management
1081
Koshinski Asset Management
Illinois
$167K -$18.8K -346 -10%
MWM
1082
Mascoma Wealth Management
New Hampshire
$161K – – –
RE
1083
RBC Europe
United Kingdom
$156K +$53.7K +990 +53%
PFBT
1084
Parkside Financial Bank & Trust
Missouri
$155K -$44.3K -818 -22%
TPCW
1085
TD Private Client Wealth
New York
$155K -$34.2K -631 -18%
TFS
1086
TrustCore Financial Services
Tennessee
$154K -$108K -1,999 -41%
CT
1087
Clearstead Trust
Maine
$154K – – –
CAM
1088
Costello Asset Management
Pennsylvania
$153K -$9.46K -175 -6%
ACA
1089
Atlas Capital Advisors
Wyoming
$148K -$50.8K -937 -26%
FCA
1090
FinTrust Capital Advisors
South Carolina
$146K – – –
IWMA
1091
Ironwood Wealth Management (Arizona)
Arizona
$143K – – –
CSB
1092
City State Bank
Iowa
$143K +$143K +2,629 New
OC
1093
Oakworth Capital
Alabama
$142K – – –
AWM
1094
Accel Wealth Management
Iowa
$142K +$17.5K +323 +14%
HDIM
1095
Hanson & Doremus Investment Management
Vermont
$139K – – –
HNWAG
1096
High Net Worth Advisory Group
Florida
$139K +$139K +2,554 New
ST
1097
Sageworth Trust
Pennsylvania
$138K -$387K -7,128 -74%
SC
1098
Steph & Co
Wisconsin
$137K – – –
CFFP
1099
Center for Financial Planning
Michigan
$137K +$68.7K +1,271 +101%
AWM
1100
AllSquare Wealth Management
New York
$134K -$20.7K -380 -13%
42 43
44
45 46