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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 %
CFG
1126
CKW Financial Group
Hawaii
$110K -$16.9K -300 -13%
BC
1127
Barnett & Company
Tennessee
$108K – – –
BCP
1128
Blue Chip Partners
Michigan
$108K +$217 +4 +0.2%
SF
1129
SBK Financial
Virginia
$108K +$108K +2,000 New
EBA
1130
Eagle Bay Advisors
New York
$107K -$87.6K -1,612 -45%
MIM
1131
Meridiem Investment Management
United Kingdom
$107K – – –
MRCM
1132
M&R Capital Management
New Jersey
$106K – – –
EWM
1133
Evermay Wealth Management
Virginia
$105K – – –
HS
1134
Horan Securities
United States
$105K +$105K +1,933 New
CWC
1135
Carolinas Wealth Consulting
North Carolina
$103K +$2.72K +50 +3%
CWP
1136
Concord Wealth Partners
Virginia
$101K +$80.9K +1,494 +403%
CAL
1137
Capital Advisors Ltd
Ohio
$100K +$4.83K +89 +5%
MCM
1138
MV Capital Management
Maryland
$99K +$1.36K +25 +1%
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$102K -1,866 -51%
GLLW
1140
Graves Light Lenhart Wealth
Virginia
$98K +$54 +1 +0.1%
TWA
1141
TCI Wealth Advisors
Arizona
$98K +$4.82K +89 +5%
TSW
1142
Thompson Siegel & Walmsley
Virginia
$96K – – –
JWA
1143
JFS Wealth Advisors
Pennsylvania
$94K +$5.08K +94 +6%
JGIA
1144
Jackson Grant Investment Advisers
Connecticut
$93K +$163 +3 +0.2%
CSWM
1145
Cassady Schiller Wealth Management
Ohio
$93K +$93K +1,719 New
SCA
1146
Stonebridge Capital Advisors
Minnesota
$92K -$20.8K -385 -18%
APW
1147
Acima Private Wealth
Virginia
$91K – – –
JEST
1148
JTC Employer Solutions Trustee
Jersey
$89K – – –
FCT
1149
First Community Trust
Iowa
$86.6K +$86.6K +1,597 New
AA
1150
Addison Advisors
Vermont
$86K +$42.2K +774 +96%
44 45
46
47 48