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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 %
CCM
1301
Cribstone Capital Management
Maine
$4K – – –
AWM
1302
Atticus Wealth Management
Florida
$4K +$4K +70 New
BBHC
1303
Brown Brothers Harriman & Co
New York
$3.64K -$185 -3,410 -5%
TCM
1304
Tradewinds Capital Management
Washington
$3K -$2.04K -34 -40%
PCFFS
1305
Pacific Center for Financial Services
California
$3K – – –
SC
1306
Schubert & Co
Texas
$3K +$3K +61 New
PP
1307
PFS Partners
New Jersey
$2.73K +$2.73K +50 New
WPA
1308
West Paces Advisors
Georgia
$2.17K – – –
OAJ
1309
Ogorek Anthony Joseph
New York
$2K – – –
WAS
1310
Winch Advisory Services
Wisconsin
$2K – – –
BWL
1311
Bogart Wealth LLC
Virginia
$2K – – –
WIA
1312
Wealthstreet Investment Advisors
Texas
$2K – – –
TCM
1313
TD Capital Management
Tennessee
$2K – – –
CAC
1314
Core Alternative Capital
Georgia
$2K +$2K +31 New
SFG
1315
Steward Financial Group
Texas
$2K +$2K +48 New
SSC
1316
Syverson Strege & Co
Iowa
$1K -$7.56K -121 -88%
ANBT
1317
American National Bank & Trust
Texas
$1K – – –
TFGT
1318
TS Financial Group (TSFG)
Illinois
$1K – – –
HFS
1319
HBC Financial Services
Washington
$1K – – –
WWM
1320
Wolff Wiese Magana
California
$1K – – –
PP
1321
Pacifica Partners
Canada
$1K – – –
HWM
1322
HighMark Wealth Management
Minnesota
$1K – – –
RWA
1323
RGT Wealth Advisors
Texas
$1K +$1K +13 New
GWM
1324
Guardian Wealth Management
Illinois
$1K +$1K +24 New
BIM
1325
Baldwin Investment Management
Pennsylvania
$817 -$5 -100 -0.7%
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