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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 %
PCM
376
Parsons Capital Management
Rhode Island
$1.33M +$119K +3,882 +10%
CA
377
Cullinan Associates
Kentucky
$1.31M -$65.5K -2,145 -5%
WJWM
378
Williams Jones Wealth Management
New York
$1.29M +$177K +5,788 +16%
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$1.26M +$192K +6,300 +18%
YIA
380
YHB Investment Advisors
Connecticut
$1.26M +$57.7K +1,890 +5%
MCM
381
Monarch Capital Management
Indiana
$1.24M +$3.02K +99 +0.2%
DILIC
382
Dai-ichi Life Insurance Company
Japan
$1.22M -$1.22M -40,000 -50%
SEC
383
Seven Eight Capital
New York
$1.21M +$919K +30,100 +314%
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$1.21M +$1.21M +39,614 New
WTC
385
WhitTier Trust Company
Nevada
$1.21M +$22.6K +739 +2%
N
386
Natixis
France
$1.19M -$8.41M -275,866 -88%
SWM
387
Stockman Wealth Management
Montana
$1.19M -$132K -4,327 -10%
CAM
388
Cacti Asset Management
Georgia
$1.19M -$61.5K -2,000 -5%
PP
389
Prospector Partners
Connecticut
$1.18M -$13.7K -450 -1%
Schroder Investment Management Group
390
Schroder Investment Management Group
United Kingdom
$1.18M -$628K -20,101 -35%
CFGS
391
Concourse Financial Group Securities
Alabama
$1.17M -$209K -6,834 -15%
Boston Partners
392
Boston Partners
Massachusetts
$1.16M -$129M -4,230,054 -99%
RSVP
393
Ramsay Stattman Vela & Price
Colorado
$1.16M +$6.14K +201 +0.5%
PP
394
Palladium Partners
Virginia
$1.15M -$6.47K -212 -0.6%
SW
395
SVB Wealth
Massachusetts
$1.14M -$53K -1,736 -4%
MC
396
Moors & Cabot
Massachusetts
$1.13M +$15.9K +522 +1%
PAIM
397
Punch & Associates Investment Management
Minnesota
$1.13M -$10.8K -353 -0.9%
MGIA
398
Matthew Goff Investment Advisor
Texas
$1.12M -$73.5K -2,407 -6%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$1.12M – – –
PGIM
400
Pacific Global Investment Management
California
$1.11M +$486K +15,905 +78%
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