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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 %
TTWM
576
TCV Trust & Wealth Management
Virginia
$441K -$3.05K -100 -0.7%
AAM
577
AR Asset Management
California
$440K – – –
PA
578
Parallel Advisors
California
$440K +$5.16K +169 +1%
BCM
579
BTR Capital Management
California
$439K -$39.7K -1,301 -8%
SNBOSCI
580
Security National Bank of Sioux City Iowa
Iowa
$439K -$4.58K -150 -1%
ECM
581
ETrade Capital Management
Virginia
$436K -$1.15M -37,764 -73%
BHWM
582
Bar Harbor Wealth Management
New Hampshire
$435K -$28K -916 -6%
BIM
583
Baldwin Investment Management
Pennsylvania
$432K +$9.15K +300 +2%
SAM
584
Selway Asset Management
$429K -$1.53K -50 -0.4%
HIC
585
Holderness Investments Company
North Carolina
$428K +$15.6K +511 +4%
EM
586
Excalibur Management
Massachusetts
$427K +$305 +10 +0.1%
ACM
587
Allred Capital Management
Texas
$425K -$4.82K -158 -1%
CBB
588
Citizens Business Bank
California
$425K – – –
IAS
589
Investment Advisory Services
Texas
$424K +$31 +1 +0%
ECM
590
Estabrook Capital Management
New York
$423K +$24.9K +815 +6%
KIA
591
KCM Investment Advisors
California
$418K -$60.7K -1,988 -13%
P
592
Pitcairn
Pennsylvania
$418K +$3.49K +114 +0.8%
CFB
593
Cullen/Frost Bankers
Texas
$417K -$1.04K -34 -0.2%
KFS
594
Kurt F. Somerville
$416K -$943K -30,837 -69%
GJIC
595
Gamble Jones Investment Counsel
California
$412K -$22.8K -746 -5%
GFS
596
GYL Financial Synergies
Connecticut
$411K +$99.8K +3,267 +32%
LFAS
597
Level Four Advisory Services
Texas
$406K -$12.1K -395 -3%
VAS
598
Vestmark Advisory Solutions
Massachusetts
$403K -$302K -9,900 -43%
ECM
599
ExodusPoint Capital Management
New York
$401K -$1.31M -42,861 -77%
CTA
600
Colonial Trust Advisors
South Carolina
$401K -$35.1K -1,150 -8%
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