CARR icon

Carrier Global
CARR

Overview Fund Activity

1,212 hedge funds and large institutions have $31B invested in Carrier Global in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 528 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
21.34%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
106
Increased
371
Reduced
528
Closed
100
Calls
$77M
Puts
$32.3M
Net Calls
+$44.7M
Net Calls Change
+$21.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2B
2
Capital World Investors
Capital World Investors
California
$1.21B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$483M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$226M
5
Capital Research Global Investors
Capital Research Global Investors
California
$2.3B

Top Sellers

1
State Street
State Street
Massachusetts
$2.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$562M
3
DSA
Davis Selected Advisers
Arizona
$692M
4
Dodge & Cox
Dodge & Cox
California
$1.18B
5
ProShare Advisors
ProShare Advisors
Maryland
$4.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
1251
Investment House LLC
California
– -$291K -7,704 Closed
HVP
1252
Hudson Value Partners
Florida
– -$289K -7,669 Closed
F
1253
F3Logic
Minnesota
– -$285K -7,616 Closed
CNFG
1254
Creegan & Nassoura Financial Group
New Hampshire
– -$281K -7,443 Closed
DA
1255
DCM Advisors
New York
– -$264K -7,000 Closed
CAM
1256
Congress Asset Management
Massachusetts
– -$232K -6,144 Closed
SS
1257
Simplicity Solutions
Minnesota
– -$230K -6,104 Closed
TNB
1258
Thomasville National Bank
Georgia
– -$230K -6,097 Closed
PPW
1259
Parcion Private Wealth
Washington
– -$213K -5,643 Closed
SCCM
1260
Schafer Cullen Capital Management
New York
– -$212K -5,633 Closed
PCA
1261
Peddock Capital Advisors
Massachusetts
– -$127K -3,358 Closed
KCM
1262
Kathmere Capital Management
Pennsylvania
– -$113K -2,992 Closed
CAAS
1263
Capital Asset Advisory Services
Michigan
– -$101K -2,657 Closed
GWM
1264
Greenhouse Wealth Management
Connecticut
– -$99K -2,629 Closed
PWPS
1265
Pinnacle Wealth Planning Services
Ohio
– -$93K -2,465 Closed
MC
1266
Maverick Capital
Texas
– -$90K -2,397 Closed
CTFG
1267
Capstone Triton Financial Group
Oklahoma
– -$81K -2,152 Closed
TIAM2
1268
Tru Independence Asset Management 2
Oregon
– -$69K -1,840 Closed
CYG
1269
Clean Yield Group
Vermont
– -$69K -1,831 Closed
OPW
1270
Oxler Private Wealth
New York
– -$62K -1,650 Closed
BWA
1271
Burt Wealth Advisors
Maryland
– -$61K -1,625 Closed
AWG
1272
Altus Wealth Group
Colorado
– -$61K -1,617 Closed
NWA
1273
Navis Wealth Advisors
New York
– -$60K -1,603 Closed
BSSFA
1274
Baron Silver Stevens Financial Advisors
Florida
– -$56K -1,505 Closed
ICP
1275
Interchange Capital Partners
Pennsylvania
– -$56K -1,500 Closed
49 50
51
52 53