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Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.13B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$1.16B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$3.08B
4
Capital International Investors
4
Capital International Investors
California
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.75B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.06B
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$15.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Dodge & Cox
4
Dodge & Cox
California
$1.13B
5
LPU
5
Lansdowne Partners (UK)
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1301
Chicago Trust
Illinois
– -$229K -4,712 Closed
TAM
1302
Todd Asset Management
Kentucky
– -$214K -4,405 Closed
RWM
1303
Ritholtz Wealth Management
New York
– -$209K -4,306 Closed
CAM
1304
Claret Asset Management
Quebec, Canada
– -$205K -4,217 Closed
PMG
1305
ProVise Management Group
Florida
– -$205K -4,211 Closed
ACM
1306
Anfield Capital Management
California
– -$177K -3,648 Closed
ICM
1307
Islay Capital Management
Texas
– -$133K -2,746 Closed
EBSAM
1308
Eubel Brady & Suttman Asset Management
Ohio
– -$116K -2,742 Closed
PGWM
1309
Parisi Gray Wealth Management
New Jersey
– -$78K -1,605 Closed
DA
1310
Denali Advisors
California
– -$73K -1,500 Closed
Twin Tree Management
1311
Twin Tree Management
Texas
– -$57K -1,177 Closed
RDWM
1312
Red Door Wealth Management
Tennessee
– -$53K -1,092 Closed
IP
1313
Isthmus Partners
Wisconsin
– -$51K -1,052 Closed
FFG
1314
Ford Financial Group
California
– -$43K -888 Closed
VanEck Associates
1315
VanEck Associates
New York
– -$38K -780 Closed
FAM
1316
Fred Alger Management
New York
– -$29K -591 Closed
FI
1317
Financial Insights
Washington
– -$282K -581 Closed
SWG
1318
Summit Wealth Group
Vermont
– -$21K -441 Closed
SB
1319
Strategic Blueprint
Georgia
– -$20K -403 Closed
PA
1320
Perennial Advisors
New York
– -$18K -361 Closed
PWP
1321
Personal Wealth Partners
Minnesota
– -$14K -288 Closed
CMF
1322
Counterpoint Mutual Funds
California
– -$13K -277 Closed
POIA
1323
Pin Oak Investment Advisors
Texas
– -$12K -257 Closed
HCM
1324
Horrell Capital Management
Arkansas
– -$8K -173 Closed
TC
1325
Trust Company
Kansas
– -$5K -108 Closed
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