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Carrier Global
CARR

Overview Fund Activity

1,083 hedge funds and large institutions have $22.1B invested in Carrier Global in 2020 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 236 increasing their positions, 539 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,083
Holders Change
+73
Holders Change %
+7.23%
% of All Funds
21.91%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
159
Increased
236
Reduced
539
Closed
82
Calls
$61.8M
Puts
$14.7M
Net Calls
+$47.2M
Net Calls Change
+$8.17M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$915M
2
TP
Theleme Partners
United Kingdom
$119M
3
Fidelity International
Fidelity International
Bermuda
$115M
4
CVA
Ceredex Value Advisors
Florida
$76M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$76.3M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$687M
2
SAM
Southeastern Asset Management
Tennessee
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$100M
4
Boston Partners
Boston Partners
Massachusetts
$1.16M
5
ClearBridge Investments
ClearBridge Investments
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
326
Bartlett & Co
Ohio
$1.77M -$614K -20,093 -26%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$1.77M -$614K -20,093 -26%
IA
328
IFP Advisors
Florida
$1.75M +$57.7K +1,886 +3%
WC
329
Woodstock Corp
Massachusetts
$1.75M -$577K -18,875 -25%
William Blair & Company
330
William Blair & Company
Illinois
$1.74M -$361K -11,814 -17%
PCM
331
Poehling Capital Management
Wisconsin
$1.74M -$1.5M -49,137 -46%
SC
332
Scotia Capital
Ontario, Canada
$1.71M +$319K +10,450 +23%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$1.71M -$376K -12,298 -18%
HF
334
HRT Financial
New York
$1.7M +$1.7M +55,751 New
NB
335
NBT Bank
New York
$1.7M -$37.6K -1,231 -2%
WG
336
Winton Group
United Kingdom
$1.67M -$111K -3,647 -6%
Natixis Advisors
337
Natixis Advisors
Massachusetts
$1.67M -$1.04M -34,036 -38%
KAS
338
Kestra Advisory Services
Texas
$1.66M +$1.66M +54,173 New
CI
339
Capital International
California
$1.64M +$1.64M +53,783 New
SIG
340
Sargent Investment Group
Maryland
$1.64M +$1.64M +53,589 New
WT
341
Whittier Trust
California
$1.62M -$62.9K -2,061 -4%
WAM
342
Westport Asset Management
Connecticut
$1.6M – – –
NMERB
343
New Mexico Educational Retirement Board
New Mexico
$1.6M -$73.3K -2,400 -4%
PPCM
344
Pillar Pacific Capital Management
California
$1.59M -$81.9K -2,682 -5%
NPA
345
Nichols & Pratt Advisers
Massachusetts
$1.56M -$2.6M -85,077 -62%
SMDAM
346
Sumitomo Mitsui DS Asset Management
Japan
$1.56M +$22.7K +744 +1%
Marshall Wace
347
Marshall Wace
United Kingdom
$1.56M -$5.49M -179,860 -78%
AB
348
Amalgamated Bank
New York
$1.56M -$36.6K -1,197 -2%
MA
349
MUFG Americas
New York
$1.56M -$130K -4,241 -8%
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
$1.52M +$1.52M +49,704 New
12 13
14
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