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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 %
MCM
526
McMillion Capital Management
North Carolina
$547K -$38.8K -1,270 -7%
CNAM
527
Campbell Newman Asset Management
Wisconsin
$547K – – –
MIM
528
Miller Investment Management
Pennsylvania
$534K -$1.53K -50 -0.3%
UR
529
USCA RIA
Texas
$528K +$50.5K +1,653 +11%
FNBT
530
FineMark National Bank & Trust
Florida
$519K -$240K -7,839 -32%
PFM
531
Parsec Financial Management
North Carolina
$518K -$3M -98,442 -85%
VI
532
Vestcor Inc
New Brunswick, Canada
$516K -$11.5K -378 -2%
FNFDCM
533
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$515K -$65.6K -2,145 -11%
NMIFOAC
534
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$515K – – –
APA
535
American Portfolios Advisors
New York
$514K +$91K +2,980 +22%
EP
536
Eudaimonia Partners
Tennessee
$511K +$300K +9,837 +142%
MIC
537
Means Investment Company
Maine
$510K – – –
CIC
538
Cornercap Investment Counsel
Georgia
$507K +$81.8K +2,678 +19%
WIC
539
Whitegate Investment Counselors
New Hampshire
$506K +$65.7K +2,150 +15%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$504K -$54.2K -1,774 -10%
NAS
541
Nicolet Advisory Services
Wisconsin
$504K -$3.82K -125 -0.8%
WT
542
Washington Trust
Rhode Island
$504K +$133K +4,357 +36%
TNA
543
True North Advisors
Texas
$503K +$68.2K +2,235 +16%
FG
544
Fiduciary Group
Georgia
$502K -$601K -19,693 -55%
MFG
545
Merit Financial Group
Georgia
$502K -$14K -460 -3%
IAIM
546
International Assets Investment Management
Florida
$501K +$501K +16,411 New
SIG
547
Sky Investment Group
Connecticut
$499K +$499K +16,355 New
OIA
548
OneDigital Investment Advisors
Kansas
$498K -$26.1K -853 -5%
FWM
549
Frontier Wealth Management
Missouri
$498K +$14.7K +482 +3%
ONB
550
Old National Bancorp
Indiana
$496K -$164K -5,378 -25%
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