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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 %
ZIG
1226
Zullo Investment Group
Pennsylvania
$27K +$27K +496 New
IFS
1227
Intelligent Financial Strategies
Minnesota
$27K +$27K +497 New
SIS
1228
Sound Income Strategies
Florida
$26K +$3.04K +56 +13%
PP
1229
PrairieView Partners
Minnesota
$26K +$13.7K +254 +112%
EPM
1230
Equitec Proprietary Markets
Illinois
$26K +$26K +475 New
TFO
1231
Tarbox Family Office
California
$25K – – –
BCPWM
1232
Bradley & Co Private Wealth Management
Florida
$25K – – –
JWM
1233
Janiczek Wealth Management
Colorado
$23K – – –
CIA
1234
Cascade Investment Advisors
Oregon
$22.4K – – –
AA
1235
AlphaMark Advisors
Kentucky
$22K – – –
FMB
1236
Field & Main Bank
Kentucky
$22K – – –
HMS
1237
Hanseatic Management Services
New Mexico
$22K – – –
MBFW
1238
Morton Brown Family Wealth
Pennsylvania
$22K +$22K +409 New
VCM
1239
Versant Capital Management
Arizona
$21K -$244K -4,514 -92%
LFG
1240
Larson Financial Group
Missouri
$21K – – –
NSB
1241
Norway Savings Bank
Maine
$21K – – –
EARNEST Partners
1242
EARNEST Partners
Georgia
$21K +$16.2K +304 +342%
FAG
1243
Fortitude Advisory Group
Washington
$21K +$21K +373 New
SN
1244
Sittner & Nelson
Oregon
$20K – – –
BIA
1245
Bell Investment Advisors
California
$20K +$5.22K +96 +35%
MTWM
1246
Masso Torrence Wealth Management
New Jersey
$20K +$20K +367 New
FP
1247
Financial Perspectives
Minnesota
$19.6K – – –
EWM
1248
Endurance Wealth Management
Rhode Island
$19K -$5.95K -110 -24%
TIM
1249
Tortoise Investment Management
New York
$19K – – –
CMA
1250
Cedar Mountain Advisors
Oregon
$19K +$55 +1 +0.3%
48 49
50
51 52