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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 %
SCA
1201
Sandy Cove Advisors
Massachusetts
$40K +$40K +742 New
BWP
1202
Baldwin Wealth Partners
Massachusetts
$39K – – –
HWA
1203
Heritage Wealth Advisors
Virginia
$39K – – –
AIC
1204
Archer Investment Corporation
Indiana
$39K +$1.52K +28 +4%
VNA
1205
Valley National Advisers
Pennsylvania
$37K – – –
RAM
1206
Riggs Asset Management
Pennsylvania
$37K – – –
SWA
1207
SOA Wealth Advisors
New York
$37K – – –
LTI
1208
Laffer Tengler Investments
Tennessee
$36.3K – – –
SQA
1209
Simon Quick Advisors
New Jersey
$36K -$1.21K -22 -3%
FNBOSM
1210
First National Bank of South Miami
Florida
$36K – – –
SC
1211
Sierra Capital
Florida
$36K +$2.76K +51 +8%
PWMG
1212
Prestige Wealth Management Group
New Jersey
$35K -$3.45K -64 -9%
EWM
1213
Elmwood Wealth Management
California
$35K +$35K +640 New
BA
1214
Bivin & Associates
Oklahoma
$35K +$35K +650 New
AWA
1215
Amplius Wealth Advisors
Pennsylvania
$34K +$34K +633 New
TC
1216
TAP Consulting
Missouri
$33K +$33K +612 New
GEA
1217
Glen Eagle Advisors
New Jersey
$31.5K -$6.51K -120 -17%
CB
1218
CNB Bank
Pennsylvania
$31K -$4.33K -80 -12%
OSNBOA
1219
Old Second National Bank of Aurora
Illinois
$31K – – –
SWM
1220
Selective Wealth Management
Virginia
$31K – – –
FRA
1221
Front Row Advisors
California
$28K +$3.31K +60 +13%
EWA
1222
EverSource Wealth Advisors
Alabama
$28K +$28K +511 New
FAM
1223
Fred Alger Management
New York
$28K +$28K +515 New
KFS
1224
Kelly Financial Services
Massachusetts
$28K +$54 +1 +0.2%
BCFD
1225
Boit C.F. David
$27K – – –
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