Carrier Global

CARR

Market cap $55.8B

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

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1

Holders

1,239

Holders Change

+27

Holders Change %

+2.23%

% of All Funds

21.63%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-10%

% of All Funds

0.16%

New

126

Increased

428

Reduced

455

Closed

Calls

$140M

Puts

$136M

Net Calls

+$3.8M

Net Calls Change

-$40.9M

Top Buyers

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

Top Sellers

1	1 State Street Boston, Massachusetts	$1.71B
2	DSA 2 Davis Selected Advisers Tucson, Arizona	$69.6M
3	SCA 3 Southpoint Capital Advisors New York	$0
4	4 BlackRock New York	$2.99B
5	5 Dodge & Cox San Francisco, California	$1.17B

#	Name	Holding	Trade Value	Shares Change	Shares Change %
1101	FPFS 1101 First Personal Financial Services Charlotte, North Carolina	$40K	–	–	–
1102	GI 1102 Gradient Investments Arden Hills, Minnesota	$40K	+$49	+1	+0.1%
1103	LWA 1103 Lenox Wealth Advisors New York	$39K	-$28.1K	-572	-42%
1104	EDRH 1104 Edmond de Rothschild Holding Chambesy, Switzerland	$39K	-$23.4K	-480	-38%
1105	OSNBOA 1105 Old Second National Bank of Aurora Aurora, Illinois	$39K	–	–	–
1106	AA 1106 Addison Advisors Middlebury, Vermont	$39K	+$39K	+798	New
1107	1107 VanEck Associates New York	$38K	-$3.68M	-75,632	-99%
1108	JFA 1108 JNBA Financial Advisors Bloomington, Minnesota	$38K	+$1.22K	+25	+3%
1109	IF 1109 Ironwood Financial Tucson, Arizona	$37K	–	–	–
1110	EWM 1110 Elmwood Wealth Management Berkeley, California	$36K	–	–	–
1111	M 1111 MOTCO San Antonio, Texas	$36K	–	–	–
1112	HWA 1112 Heritage Wealth Advisors Richmond, Virginia	$35.2K	+$34K	+700	+2,800%
1113	CB 1113 CNB Bank Clearfield, Pennsylvania	$35K	–	–	–
1114	SWM 1114 Selective Wealth Management Forest, Virginia	$35K	–	–	–
1115	AIC 1115 Archer Investment Corporation Carmel, Indiana	$34.1K	–	–	–
1116	GEA 1116 Glen Eagle Advisors Kingston, New Jersey	$34.1K	+$5.83K	+120	+21%
1117	BWP 1117 Baldwin Wealth Partners Marion, Massachusetts	$34K	–	–	–
1118	VNA 1118 Valley National Advisers Bethlehem, Pennsylvania	$33K	–	–	–
1119	BWM 1119 BerganKDV Wealth Management Bloomington, Minnesota	$33K	–	–	–
1120	FNBOSM 1120 First National Bank of South Miami South Miami, Florida	$32K	-$8.58K	-177	-21%
1121	PWMG 1121 Prestige Wealth Management Group Flemington, New Jersey	$32K	-$2.37K	-48	-7%
1122	CAGAS 1122 Capital Advisory Group Advisory Services Bloomington, Minnesota	$32K	–	–	–
1123	SWA 1123 SOA Wealth Advisors New York	$32K	+$7.31K	+154	+30%
1124	SQA 1124 Simon Quick Advisors Morristown, New Jersey	$31K	+$95	+2	+0.3%
1125	BFC 1125 Bedel Financial Consulting Indianapolis, Indiana	$30K	–	–	–

Carrier Global CARR Market cap $55.8B

Top Buyers

Top Sellers

Carrier Global

CARR

Market cap $55.8B