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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 %
CCM
1176
Carderock Capital Management
Maryland
$21K +$21K +415 New
NSB
1177
Norway Savings Bank
Maine
$20K -$421 -8 -2%
HWM
1178
Holloway Wealth Management
Florida
$20K -$19K – –
LFG
1179
Larson Financial Group
Missouri
$20K +$52 +1 +0.3%
RTL
1180
Red Tortoise LLC
Georgia
$20K +$20K +542 New
CWP
1181
Concord Wealth Partners
Virginia
$19K -$96.3K -1,881 -84%
SN
1182
Sittner & Nelson
Oregon
$19K – – –
FMP
1183
Financial Management Professionals
Texas
$19K +$16.5K +314 +654%
FP
1184
Financial Perspectives
Minnesota
$18.7K -$1.45K -28 -7%
TIM
1185
Tortoise Investment Management
New York
$18K – – –
CMA
1186
Cedar Mountain Advisors
Oregon
$18K – – –
TLCM
1187
Twin Lakes Capital Management
California
$18K – – –
TWM
1188
Tradition Wealth Management
Minnesota
$18K – – –
TC
1189
Truvestments Capital
Florida
$18K +$3.54K +70 +24%
MGIM
1190
M&G Investment Management
United Kingdom
$17K +$457 +8,792 +3%
TCWA
1191
Ten Capital Wealth Advisors
Washington
$16K -$516 -10 -3%
PO
1192
Private Ocean
California
$16K – – –
AFS
1193
Annapolis Financial Services
Maryland
$16K – – –
PWM
1194
Prentice Wealth Management
New York
$16K – – –
MFA
1195
McClarren Financial Advisors
Pennsylvania
$16K +$51 +1 +0.3%
SC
1196
Sawyer & Company
Massachusetts
$16K +$16K +300 New
PCA
1197
Providence Capital Advisors
North Carolina
$15K +$9.28K +175 +162%
DI
1198
Disciplined Investments
Oklahoma
$14K -$10.4K -200 -43%
Loomis, Sayles & Company
1199
Loomis, Sayles & Company
Massachusetts
$14K +$14K +266 New
BIA
1200
Bell Investment Advisors
California
$14K +$14K +272 New
46 47
48
49 50