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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 %
OAM
476
Oppenheimer Asset Management
New York
$655K -$220K -7,199 -25%
Acadian Asset Management
477
Acadian Asset Management
Massachusetts
$653K +$30.4K +994 +5%
UIM
478
USS Investment Management
United Kingdom
$652K – – –
WDA
479
Wendell David Associates
New Hampshire
$651K -$250K -8,201 -28%
KRSITF
480
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$651K +$39.4K +1,290 +6%
IMOV
481
Investment Management of Virginia
Virginia
$650K -$68K -2,225 -9%
WSFS
482
Wilmington Savings Fund Society
Delaware
$642K -$332K -10,871 -34%
JIC
483
Johnson Investment Counsel
Ohio
$635K -$36.2K -1,184 -5%
BRWA
484
B. Riley Wealth Advisors
Florida
$632K +$134K +4,811 +27%
PWM
485
Perigon Wealth Management
California
$631K +$3.51K +115 +0.6%
FNT
486
First National Trust
Pennsylvania
$630K -$351K -11,481 -36%
RPC
487
Rossmore Private Capital
Connecticut
$630K -$37.1K -1,214 -6%
AWM
488
AE Wealth Management
Kansas
$628K -$76.7K -2,512 -11%
SC
489
SouthState Corp
Florida
$626K -$143K -4,671 -19%
BBVA
490
Banco Bilbao Vizcaya Argentaria
Spain
$626K +$30.3K +994 +5%
SB
491
Simmons Bank
Arkansas
$625K +$2.69K +88 +0.4%
AC
492
Abbrea Capital
California
$624K -$2.87K -94 -0.5%
CF
493
Centaurus Financial
California
$621K +$621K +20,335 New
BB
494
Busey Bank
Illinois
$621K +$621K +20,362 New
DCM
495
Dupont Capital Management
Delaware
$619K -$111K -3,620 -15%
AF
496
Advisornet Financial
Minnesota
$619K -$2.99K -98 -0.5%
BIM
497
Bridges Investment Management
Nebraska
$616K -$107K -3,507 -15%
CIS
498
Capital International Sarl
California
$615K +$615K +20,132 New
CCT
499
Capital City Trust
Florida
$613K -$77K -2,521 -11%
SBH
500
Segall Bryant & Hamill
Illinois
$612K +$10.9K +356 +2%
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