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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
+$846M
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
+$71.6M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$247M
2
SAM
Southeastern Asset Management
Tennessee
-$197M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$189M
4
Boston Partners
Boston Partners
Massachusetts
-$129M
5
ClearBridge Investments
ClearBridge Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
426
Brendel Financial Advisors
New Hampshire
$902K +$902K +29,530 New
NRS
427
Neville Rodie & Shaw
New York
$898K -$532K -17,427 -37%
TRCT
428
Tower Research Capital (TRC)
New York
$888K -$408K -13,365 -31%
EFS
429
Essex Financial Services
Connecticut
$888K +$156K +5,121 +21%
PIM
430
Penobscot Investment Management
Massachusetts
$885K -$187K -6,125 -17%
FCI
431
Financial Counselors Inc
Kansas
$881K -$1.06M -34,697 -55%
CHC
432
City Holding Co
West Virginia
$879K -$30.8K -1,009 -3%
DY
433
Dowling & Yahnke
California
$875K -$130K -4,243 -13%
WIM
434
Wilen Investment Management
Florida
$869K -$41.5K -1,100 -5%
BFA
435
Bragg Financial Advisors
North Carolina
$863K -$554K -18,123 -39%
SC
436
Savant Capital
Illinois
$853K +$1.19K +39 +0.1%
HFM
437
Hartford Financial Management
Connecticut
$834K -$13K -426 -2%
BAM
438
Belpointe Asset Management
Nevada
$833K -$59.8K -1,958 -7%
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$830K -$220K -7,219 -21%
First Manhattan
440
First Manhattan
New York
$822K -$25.1K -824 -3%
CI
441
Cigna Investments
Connecticut
$816K -$348K -11,393 -30%
AAS
442
Avantax Advisory Services
Texas
$804K +$260K +8,481 +48%
CCT
443
Country Club Trust
Missouri
$801K +$32.4K +1,061 +4%
BS
444
Banco Santander
Spain
$795K – – –
NSEDCP
445
NJ State Employees Deferred Compensation Plan
New Jersey
$794K – – –
JWCA
446
J.W. Cole Advisors
Florida
$788K +$431K +14,096 +120%
AIP
447
Ameritas Investment Partners
Nebraska
$783K -$24.6K -807 -3%
SWP
448
Stratos Wealth Partners
Ohio
$778K -$47.2K -1,547 -6%
HL
449
HeadInvest LLC
Maine
$773K -$83.4K -2,731 -10%
RC
450
RegentAtlantic Capital
New Jersey
$770K -$13.8K -453 -2%
16 17
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