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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 %
TAIM
1151
TD Ameritrade Investment Management
Nebraska
$84K +$46.4K +855 +123%
FFA
1152
Freedman Financial Associates
Massachusetts
$83K -$651 -12 -0.8%
HWA
1153
HHM Wealth Advisors
Tennessee
$79K +$47.5K +875 +151%
BAM
1154
Bellevue Asset Management
Washington
$78K – – –
PCMC
1155
Paragon Capital Management (Colorado)
Colorado
$78K +$78K +1,444 New
TF
1156
Tompkins Financial
New York
$77K +$5.76K +106 +8%
CCC
1157
Crescent Capital Consulting
Louisiana
$76K – – –
ARMC
1158
American Research & Management Company
Massachusetts
$73K +$1.35K +25 +2%
SBL
1159
Sargent Bickham Lagudis
Colorado
$72K – – –
TFP
1160
Tilia Fiduciary Partners
North Carolina
$72K +$72K +1,326 New
KFI
1161
Key Financial Inc
Pennsylvania
$71K – – –
Manulife (Manufacturers Life Insurance)
1162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.1K -$7.89K -145,614 -10%
SOW
1163
State of Wyoming
Wyoming
$70K -$48.8K -903 -41%
ONST
1164
Old North State Trust
North Carolina
$69K -$4.15K -76 -6%
CFO
1165
CVA Family Office
Colorado
$68K +$62.1K +1,144 +1,059%
APC
1166
Aspire Private Capital
North Carolina
$66K +$5.56K +103 +9%
BWM
1167
BerganKDV Wealth Management
Minnesota
$64K – – –
GWMIA
1168
Global Wealth Management Investment Advisory
Florida
$62K – – –
SFM
1169
Signet Financial Management
New Jersey
$60K +$60K +1,099 New
HFS
1170
Hantz Financial Services
Michigan
$59K -$16K -294 -21%
HCM
1171
Highlander Capital Management
New Jersey
$59K -$14.8K -270 -20%
BWM
1172
Baystate Wealth Management
Massachusetts
$59K -$489 -9 -0.8%
MHR
1173
Matthew Hamilton Rosenberg
$59K – – –
GAM
1174
Gemmer Asset Management
California
$57K – – –
PMFA
1175
Plante Moran Financial Advisors
Michigan
$56K -$440K -8,168 -89%
45 46
47
48 49