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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 %
TF
1101
Tompkins Financial
New York
$68K +$68K +1,312 New
CFFP
1102
Center for Financial Planning
Michigan
$65K -$69.1K -1,341 -52%
BWM
1103
BerganKDV Wealth Management
Minnesota
$61K +$25.8K +500 +73%
MFT
1104
Moisand Fitzgerald Tamayo
Florida
$60K -$522 -10 -0.9%
GWMIA
1105
Global Wealth Management Investment Advisory
Florida
$60K – – –
BMD
1106
Better Money Decisions
New Mexico
$58K -$12.5K -242 -18%
APC
1107
Aspire Private Capital
North Carolina
$58K – – –
BWM
1108
Baystate Wealth Management
Massachusetts
$57K – – –
MHR
1109
Matthew Hamilton Rosenberg
$56K – – –
GAM
1110
Gemmer Asset Management
California
$55K – – –
PK
1111
Pflug Koory
Nebraska
$54K -$41.1K -800 -43%
BCA
1112
Bray Capital Advisors
Florida
$53K -$14.5K -280 -21%
SIAP
1113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K -$31.2K -600 -38%
HCP
1114
Hexagon Capital Partners
Arkansas
$52K -$14.6K -282 -22%
FGAM
1115
Financial Gravity Asset Management
Texas
$52K – – –
AIM
1116
Arcadia Investment Management
Michigan
$52K – – –
GKWIM
1117
Gerber Kawasaki Wealth & Investment Management
California
$52K +$52K +1,023 New
FCM
1118
Firestone Capital Management
Florida
$51K – – –
TI
1119
Truehand Inc
New Hampshire
$49K – – –
EDRH
1120
Edmond de Rothschild Holding
Switzerland
$49K +$7.39K +142 +18%
PB
1121
Pinnacle Bancorp
Nebraska
$48K – – –
WBC
1122
West Branch Capital
Massachusetts
$47K – – –
TLFA
1123
True Link Financial Advisors
California
$44K – – –
FPFS
1124
First Personal Financial Services
North Carolina
$43K – – –
GI
1125
Gradient Investments
Minnesota
$42K -$155 -3 -0.4%
43 44
45
46 47