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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 %
AP
351
Advisor Partners
California
$1.52M -$117K -3,835 -7%
V
352
Veritable
Delaware
$1.51M -$102K -3,345 -6%
CS
353
Candriam SCA
Luxembourg
$1.5M -$229K -7,490 -13%
LD
354
Lipe & Dalton
New York
$1.5M +$13K +425 +0.9%
Wealthfront Advisers
355
Wealthfront Advisers
California
$1.5M +$19.2K +629 +1%
SIM
356
Sentry Investment Management
Wisconsin
$1.48M +$1.48M +48,294 New
UCFA
357
United Capital Financial Advisors
Texas
$1.47M -$204K -6,689 -12%
KRS
358
Kentucky Retirement Systems
Kentucky
$1.45M +$64K +2,096 +5%
PSUF
359
People's United Financial
Connecticut
$1.44M -$153K -5,019 -10%
TCOV
360
Trust Company of Vermont
Vermont
$1.43M -$98K -3,209 -6%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$1.43M +$597K +19,560 +72%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$1.43M -$181K -5,870 -11%
BF
363
BOK Financial
Oklahoma
$1.42M +$480K +15,711 +51%
XI
364
XXEC Inc
Oklahoma
$1.42M +$1.42M +44,235 New
Nordea Investment Management
365
Nordea Investment Management
Sweden
$1.41M -$1.6M -51,801 -53%
FAM
366
Fulcrum Asset Management
United Kingdom
$1.4M – – –
LJHT
367
Laurie J. Hall Trustee
$1.4M +$1.4M +45,785 New
MYLI
368
Meiji Yasuda Life Insurance
Japan
$1.4M +$41.4K +1,356 +3%
Mariner
369
Mariner
Kansas
$1.39M -$208K -6,798 -13%
AWCI
370
Alpine Woods Capital Investors
New York
$1.38M +$165K +5,403 +14%
IWA
371
Intercontinental Wealth Advisors
Texas
$1.38M -$369K -12,089 -21%
ATC
372
Argent Trust Co
Tennessee
$1.37M -$85.6K -2,802 -6%
CGH
373
Crossmark Global Holdings
Texas
$1.36M +$40.1K +1,312 +3%
GG
374
Gofen & Glossberg
Illinois
$1.35M -$450K -14,744 -25%
IAA
375
Independent Advisor Alliance
North Carolina
$1.34M -$198K -6,494 -13%
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