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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 %
QI
601
QS Investors
New York
$401K -$4.92K -161 -1%
FC
602
Forte Capital
New York
$399K -$14.6K -478 -4%
FAAS
603
First Allied Advisory Services
California
$397K +$26.4K +866 +7%
PWAP
604
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$390K -$25.5K -837 -6%
QSS
605
Quantitative Systematic Strategies
Florida
$390K +$390K +12,779 New
CCM
606
Compton Capital Management
Rhode Island
$388K -$97.6K -3,197 -20%
BFM
607
Boston Financial Management
Massachusetts
$385K -$95.2K -3,120 -20%
DWT
608
Dorsey & Whitney Trust
South Dakota
$381K -$3.81K -125 -1%
KTA
609
Keeley-Teton Advisors
Illinois
$381K +$381K +12,468 New
LCS
610
Levin Capital Strategies
New York
$381K +$381K +12,472 New
AF
611
Aldebaran Financial
$381K +$381K +12,475 New
AT
612
Arden Trust
Delaware
$379K -$325K -10,615 -46%
GC
613
Grimes & Company
Massachusetts
$378K +$34.6K +1,132 +10%
CFA
614
Carroll Financial Associates
North Carolina
$377K -$21.5K -704 -5%
DAC
615
Dividend Assets Capital
South Carolina
$375K -$67.4K -2,210 -15%
LWANC
616
Laurel Wealth Advisors (North Carolina)
North Carolina
$373K -$13.7K -450 -4%
NWP
617
Northstar Wealth Partners
Connecticut
$372K -$129K -4,216 -26%
SJL
618
Shayne & Jacobs LLC
Tennessee
$371K -$10.1K -332 -3%
MM
619
Meridian Management
Arkansas
$371K – – –
DCM
620
Driehaus Capital Management
Illinois
$371K +$46.2K +1,512 +14%
BOTW
621
Bank of the West
California
$369K -$93.8K -3,075 -20%
MAFM
622
Mid Atlantic Financial Management
Pennsylvania
$366K +$366K +9,423 New
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$363K -$224K -7,339 -38%
MC
624
MRJ Capital
New York
$362K -$181K -5,940 -33%
BFIM
625
Beese Fulmer Investment Management
Ohio
$362K +$5.04K +165 +1%
23 24
25
26 27