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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 %
SWM
1101
Sugarloaf Wealth Management
Georgia
$133K +$34.6K +639 +35%
S
1102
Seeyond
France
$132K – – –
CPFP
1103
Clear Perspectives Financial Planning
Ohio
$132K – – –
SWA
1104
Sutton Wealth Advisors
Florida
$132K – – –
HI
1105
Hudock Inc
Pennsylvania
$131K -$2.82K -52 -2%
NL
1106
NVWM LLC
Pennsylvania
$130K -$2.4K -44 -2%
GCM
1107
Gables Capital Management
Florida
$127K – – –
TIM
1108
Tevis Investment Management
Texas
$127K +$127K +2,320 New
CFCI
1109
Comprehensive Financial Consultants Institutional
Indiana
$127K +$127K +2,812 New
CCM
1110
Chilton Capital Management
Texas
$126K +$126K +2,326 New
ZB
1111
Zions Bancorporation
Utah
$125K +$6.28K +116 +5%
CNBTD
1112
Citizens National Bank Trust Department
Mississippi
$125K +$125K +2,300 New
CA
1113
Cornerstone Advisory
Maryland
$125K +$125K +2,301 New
MSFP
1114
Mark Sheptoff Financial Planning
Connecticut
$124K +$6.8K +125 +6%
CYG
1115
Clean Yield Group
Vermont
$123K – – –
DSC
1116
Duncker Streett & Co
Missouri
$120K -$12.7K -235 -10%
CA
1117
Crewe Advisors
Utah
$118K +$16.3K +300 +16%
1IA
1118
1834 Investment Advisors
Wisconsin
$117K – – –
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$114K -$7.54K -139 -6%
VRM
1120
Vectors Research Management
New York
$114K +$5.43K +100 +5%
HIIFS
1121
Harel Insurance Investments & Financial Services
Israel
$113K -$187K -3,500 -62%
HR
1122
Howe & Rusling
New York
$113K +$13.5K +250 +14%
ACM
1123
AUA Capital Management
Pennsylvania
$111K – – –
FA
1124
Fortis Advisors
Pennsylvania
$111K +$2.71K +50 +3%
UIA
1125
Ulland Investment Advisors
Minnesota
$111K +$111K +2,039 New
43 44
45
46 47