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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
$3.77B
2
Capital World Investors
Capital World Investors
California
$3.56B
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$155M
4
KBC Group
KBC Group
Belgium
$84.8M
5
Marshall Wace
Marshall Wace
United Kingdom
$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$578M
2
Ameriprise
Ameriprise
Minnesota
$174M
3
LPU
Lansdowne Partners (UK)
United Kingdom
$0
4
Dodge & Cox
Dodge & Cox
California
$1.07B
5
BlackRock
BlackRock
New York
$3.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
1351
Occudo Quantitative Strategies
Florida
– -$575K -11,118 Closed
Acadian Asset Management
1352
Acadian Asset Management
Massachusetts
– -$501K -9,708 Closed
HCM
1353
Hutchinson Capital Management
California
– -$470K -9,077 Closed
TCM
1354
Twin Capital Management
Pennsylvania
– -$433K -8,368 Closed
CCG
1355
Cypress Capital Group
Florida
– -$423K -8,172 Closed
ER
1356
Enlightenment Research
Florida
– -$419K -8,100 Closed
CCWA
1357
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$363K -7,008 Closed
MC
1358
Maverick Capital
Texas
– -$343K -6,628 Closed
1832 Asset Management
1359
1832 Asset Management
Ontario, Canada
– -$330K -6,209 Closed
UHC
1360
Union Heritage Capital
Michigan
– -$314K -6,060 Closed
KCM
1361
Karp Capital Management
California
– -$295K -5,701 Closed
PGCM
1362
Prescott Group Capital Management
Oklahoma
– -$280K -5,400 Closed
VI
1363
Versor Investments
New York
– -$276K -5,334 Closed
DBT
1364
Dubuque Bank & Trust
Iowa
– -$264K -5,082 Closed
HTC
1365
Haverford Trust Company
Pennsylvania
– -$256K -4,942 Closed
Capstone Investment Advisors
1366
Capstone Investment Advisors
New York
– -$255K -4,921 Closed
LWM
1367
Liberty Wealth Management
California
– -$258K -4,883 Closed
NB
1368
Nicolet Bankshares
Wisconsin
– -$239K -4,608 Closed
PFA
1369
Pinnacle Family Advisors
Missouri
– -$232K -4,490 Closed
Luther King Capital Management (LKCM)
1370
Luther King Capital Management (LKCM)
Texas
– -$218K -4,207 Closed
KWM
1371
Keebeck Wealth Management
Illinois
– -$217K -4,200 Closed
CPIG
1372
Chicago Partners Investment Group
Illinois
– -$229K -4,197 Closed
CPO
1373
Cerity Partners OCIO
New York
– -$211K -4,068 Closed
IIM
1374
InTrack Investment Management
Vermont
– -$209K -4,005 Closed
EH
1375
Equitable Holdings
New York
– -$207K -3,994 Closed
53 54
55
56 57