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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.26B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$905M
4
Capital International Investors
4
Capital International Investors
California
$2.5B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$155M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.71B
2
DSA
2
Davis Selected Advisers
Arizona
$69.6M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$2.99B
5
Dodge & Cox
5
Dodge & Cox
California
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1301
Meridian Wealth Partners
Pennsylvania
– -$65K -1,556 Closed
AIC
1302
Ameritas Investment Company
Nebraska
– -$44K -1,043 Closed
FP
1303
Fiduciary Planning
Florida
– -$42K -1,000 Closed
LS
1304
Leelyn Smith
Illinois
– -$31K -744 Closed
TC
1305
Tacita Capital
Ontario, Canada
– -$31K -725 Closed
WP
1306
WealthShield Partners
North Carolina
– -$30K -700 Closed
LTI
1307
Laffer Tengler Investments
Tennessee
– -$28.3K -670 Closed
SFA
1308
Semmax Financial Advisors
North Carolina
– -$21K -504 Closed
RWB
1309
RMR Wealth Builders
New Jersey
– -$21K -503 Closed
CAC
1310
Certified Advisory Corp
Florida
– -$20K -463 Closed
CL
1311
COWA LLC
Oklahoma
– -$20K -460 Closed
NEAM
1312
New England Asset Management
Connecticut
– -$11K -266 Closed
BCM
1313
Blume Capital Management
California
– -$8K -200 Closed
BAMG
1314
Brand Asset Management Group
Missouri
– -$6K -150 Closed
MF
1315
Manchester Financial
California
– -$6K -141 Closed
AWC
1316
Abundance Wealth Counselors
Pennsylvania
– -$4K -100 Closed
APWM
1317
Atlas Private Wealth Management
New York
– -$4K -100 Closed
MAM
1318
Marquette Asset Management
Minnesota
– -$4K -100 Closed
TWP
1319
TFO Wealth Partners
Ohio
– -$4K -100 Closed
LF
1320
Lee Financial
Texas
– -$4K -100 Closed
GAM
1321
Grandview Asset Management
Pennsylvania
– -$4K -100 Closed
LWP
1322
Laurel Wealth Planning
Minnesota
– -$4K -86 Closed
LAS
1323
Lloyd Advisory Services
Georgia
– -$1K -20 Closed
WCM
1324
Wealthcare Capital Management
Virginia
– -$1K -16 Closed
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