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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 %
UAM
501
UAS Asset Management
New York
$611K +$153K +5,000 +33%
AMCA
502
Arthur M. Cohen & Associates
Illinois
$611K +$611K +20,000 New
EM
503
ELCO Management
New York
$604K +$150K +4,909 +33%
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$598K -$2.75M -89,984 -82%
TW
505
Transform Wealth
Colorado
$597K -$121K -3,974 -17%
GPA
506
Garrison Point Advisors
California
$596K +$192K +6,285 +48%
AGA
507
Altrinsic Global Advisors
Connecticut
$594K – – –
ECM
508
Everence Capital Management
Indiana
$594K +$594K +19,460 New
CCT
509
Chemung Canal Trust
New York
$588K -$649K -21,241 -52%
SFFS
510
Stonehage Fleming Financial Services
Jersey
$583K +$103K +3,386 +21%
Mackenzie Financial
511
Mackenzie Financial
Ontario, Canada
$581K -$428K -14,024 -42%
TPWA
512
TRUE Private Wealth Advisors
Oregon
$581K -$17.4K -570 -3%
SFA
513
Sequoia Financial Advisors
Ohio
$580K -$18.5K -606 -3%
ASN
514
Advisory Services Network
Georgia
$574K +$145K +4,758 +34%
WC
515
Westhampton Capital
North Carolina
$572K -$25.5K -835 -4%
JG
516
Jefferies Group
New York
$571K -$757K -24,800 -57%
SCM
517
Shelton Capital Management
Colorado
$569K -$3.06K -100 -0.5%
BCV
518
Banque Cantonale Vaudoise
Switzerland
$568K -$9.91K -325 -2%
CA
519
Cetera Advisors
Colorado
$567K -$3.45K -113 -0.6%
GIM
520
Goelzer Investment Management
Indiana
$567K – – –
MA
521
Montag & Associates
Georgia
$566K -$30.5K -1,000 -5%
PA
522
Pinnacle Associates
New York
$562K -$50K -1,637 -8%
AUB
523
Atlantic Union Bankshares
Virginia
$559K -$64.2K -2,099 -10%
MCM
524
MAI Capital Management
Ohio
$550K -$26.6K -872 -5%
IG
525
ING Group
Netherlands
$550K +$550K +18,020 New
19 20
21
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