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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 %
TWM
1251
Tradition Wealth Management
Minnesota
$19K +$54 +1 +0.3%
TLCM
1252
Twin Lakes Capital Management
California
$19K +$55 +1 +0.3%
MFA
1253
McClarren Financial Advisors
Pennsylvania
$18K +$57 +1 +0.3%
TCWA
1254
Ten Capital Wealth Advisors
Washington
$17K – – –
LFA
1255
Level Financial Advisors
New York
$17K +$17K +320 New
MGIM
1256
M&G Investment Management
United Kingdom
$17K -$628 -11,630 -4%
TLFA
1257
True Link Financial Advisors
California
$16K -$31.2K -560 -66%
AWM
1258
Avior Wealth Management
Nebraska
$16K -$9.21K -171 -37%
PO
1259
Private Ocean
California
$16K – – –
AFS
1260
Annapolis Financial Services
Maryland
$16K – – –
FPWM
1261
FSB Premier Wealth Management
Iowa
$16K +$16K +300 New
OA
1262
Operose Advisors
Wisconsin
$16K +$16K +300 New
DI
1263
Disciplined Investments
Oklahoma
$15K – – –
C
1264
Covestor
United Kingdom
$14K +$14K +250 New
MG
1265
MilWealth Group
Wisconsin
$13.6K – – –
BLC
1266
Brown, Lisle/Cummings
Rhode Island
$13.3K +$13.3K +245 New
VCM
1267
Vigilant Capital Management
Maine
$13K – – –
BFC
1268
Bedel Financial Consulting
Indiana
$12K -$21.3K -400 -64%
SAM
1269
Strategic Asset Management
Minnesota
$12K – – –
PFA
1270
Professional Financial Advisors
Nebraska
$12K – – –
HWM
1271
Holloway Wealth Management
Florida
$12K -$20K – –
SIC
1272
SJS Investment Consulting
Ohio
$12K +$12K +222 New
SPA
1273
Shore Point Advisors
New Jersey
$12K +$12K +222 New
RA
1274
Rise Advisors
New York
$12K +$12K +220 New
CWA
1275
Clearview Wealth Advisors
Oregon
$11K -$11K -200 -50%
49 50
51
52 53