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Carrier Global

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
1201
Heritage Wealth Management (Arizona)
Arizona
$8K +$8K +165 New
HNWAG
1202
High Net Worth Advisory Group
Florida
$7K -$109K -2,400 -94%
TJHA
1203
Thomas J. Herzfeld Advisors
Florida
$7K
Kayne Anderson Rudnick Investment Management
1204
Kayne Anderson Rudnick Investment Management
California
$7K
MWC
1205
MBM Wealth Consultants
Missouri
$7K
MAWCM
1206
Mine & Arao Wealth Creation & Management
California
$7K
CFD
1207
Creative Financial Designs
Indiana
$7K +$535 +11 +8%
SIC
1208
SJS Investment Consulting
Ohio
$6K -$4.92K -100 -45%
RBC
1209
Roble Belko & Company
Pennsylvania
$6K
ME
1210
McIlrath & Eck
Washington
$6K
GWSG
1211
GPS Wealth Strategies Group
Colorado
$6K +$5.96K +132 +13,200%
CI
1212
Cordant Inc
Oregon
$6K +$6K +136 New
FFA
1213
Fairfield Financial Advisors
Massachusetts
$5.7K +$5.7K +124 New
TCWA
1214
Ten Capital Wealth Advisors
Washington
$5K -$8.48K -195 -63%
CI Investments Inc
1215
CI Investments Inc
Ontario, Canada
$5K
CBT
1216
CoreFirst Bank & Trust
Kansas
$5K +$5K +100 New
SC
1217
Sawyer & Company
Massachusetts
$5K +$5K +116 New
TSWM
1218
Tyler-Stone Wealth Management
Ohio
$4K
CBT
1219
Central Bank & Trust
Kentucky
$4K
SC
1220
Schubert & Co
Texas
$4K +$1.23K +27 +44%
Loomis, Sayles & Company
1221
Loomis, Sayles & Company
Massachusetts
$4K +$4K +89 New
GFPC
1222
Global Financial Private Client
Florida
$3.41K
AWM
1223
Atticus Wealth Management
Florida
$3K
CCM
1224
Cribstone Capital Management
Maine
$3K
GKIM
1225
GW&K Investment Management
Massachusetts
$3K +$3K +55 New