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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 %
FWIA
1376
Fort Washington Investment Advisors
Ohio
– -$206K -3,990 Closed
AT
1377
Arden Trust
Delaware
– -$206K -3,987 Closed
PPW
1378
Parcion Private Wealth
Washington
– -$202K -3,789 Closed
WA
1379
Waverly Advisors
Alabama
– -$203K -3,729 Closed
HA
1380
Herold Advisors
New York
– -$101K -1,967 Closed
KFA
1381
Kelleher Financial Advisors
New York
– -$83K -1,600 Closed
GRP
1382
Global Retirement Partners
California
– -$77K -1,481 Closed
MFT
1383
Moisand Fitzgerald Tamayo
Florida
– -$60K -1,150 Closed
BMD
1384
Better Money Decisions
New Mexico
– -$58K -1,126 Closed
FCM
1385
Firestone Capital Management
Florida
– -$51K -1,050 Closed
GKWIM
1386
Gerber Kawasaki Wealth & Investment Management
California
– -$52K -1,023 Closed
IF
1387
Ironwood Financial
Arizona
– -$40K -771 Closed
KIG
1388
Kowal Investment Group
Wisconsin
– -$38K -738 Closed
OCM
1389
Osterweis Capital Management
California
– -$36K -700 Closed
CAGAS
1390
Capital Advisory Group Advisory Services
Minnesota
– -$34K -663 Closed
CFA
1391
Cahill Financial Advisors
Minnesota
– -$33K -638 Closed
AL
1392
ADE LLC
Maryland
– -$31K -593 Closed
RTL
1393
Red Tortoise LLC
Georgia
– -$20K -542 Closed
MA
1394
MCF Advisors
Kentucky
– -$25K -475 Closed
CCM
1395
Carderock Capital Management
Maryland
– -$21K -415 Closed
PWM
1396
Prentice Wealth Management
New York
– -$16K -312 Closed
SC
1397
Sawyer & Company
Massachusetts
– -$16K -300 Closed
Loomis, Sayles & Company
1398
Loomis, Sayles & Company
Massachusetts
– -$14K -266 Closed
RVM
1399
Robinson Value Management
Texas
– -$13K -250 Closed
TCWM
1400
Total Clarity Wealth Management
Illinois
– -$13K -250 Closed
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