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Carrier Global
CARR

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.77B
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.62B
3
Renaissance Technologies
Renaissance Technologies
New York
$243M
4
Invesco
Invesco
Georgia
$227M
5
Two Sigma Investments
Two Sigma Investments
New York
$92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$642M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$2.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$890M
5
State Street
State Street
Massachusetts
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
1226
Joseph P. Lucia & Associates
New York
$3K +$3K +75 New
PP
1227
PFS Partners
New Jersey
$2.32K +$45 +1 +2%
TCM
1228
Tradewinds Capital Management
Washington
$2K – – –
WIA
1229
Wealthstreet Investment Advisors
Texas
$2K – – –
OAJ
1230
Ogorek Anthony Joseph
New York
$2K – – –
SFG
1231
Steward Financial Group
Texas
$2K – – –
PCFFS
1232
Pacific Center for Financial Services
California
$2K – – –
IRC
1233
Investors Research Corp
Georgia
$2K +$2K +35 New
WPA
1234
West Paces Advisors
Georgia
$1.84K – – –
Macquarie Group
1235
Macquarie Group
Australia
$1.7K +$15 +324 +0.9%
WAS
1236
Winch Advisory Services
Wisconsin
$1K -$1K -20 -50%
HWM
1237
HighMark Wealth Management
Minnesota
$1K – – –
ANBT
1238
American National Bank & Trust
Texas
$1K – – –
SSC
1239
Syverson Strege & Co
Iowa
$1K – – –
HFS
1240
HBC Financial Services
Washington
$1K – – –
GWM
1241
Guardian Wealth Management
Illinois
$1K – – –
BWL
1242
Bogart Wealth LLC
Virginia
$1K – – –
PP
1243
Pacifica Partners
Canada
$1K – – –
TFGT
1244
TS Financial Group (TSFG)
Illinois
$1K – – –
WWM
1245
Wolff Wiese Magana
California
$1K – – –
BBPWM
1246
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +30 New
JSAM
1247
J. Safra Asset Management
New York
$1K +$1K +46 New
BIM
1248
Baldwin Investment Management
Pennsylvania
$672 -$19 -415 -3%
PCH
1249
Polar Capital Holdings
United Kingdom
$662 – – –
LWMNY
1250
Landmark Wealth Management (New York)
New York
$429 +$429 +429 New
48 49
50
51 52