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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 %
AA
626
Ancora Advisors
Ohio
$360K -$93.3K -3,051 -21%
Bessemer Group
627
Bessemer Group
New Jersey
$359K -$31K -1,013 -8%
WIA
628
Wealthstreet Investment Advisors
Texas
$357K -$38.1K -1,248 -10%
BMO
629
Beck Mack & Oliver
New York
$356K -$20.7K -678 -5%
Mercer Global Advisors
630
Mercer Global Advisors
Colorado
$355K +$29K +951 +9%
CI
631
Conning Inc
Connecticut
$354K +$7.3K +239 +2%
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$353K +$26.1K +857 +8%
BNP Paribas Asset Management
633
BNP Paribas Asset Management
France
$342K -$999K -32,670 -74%
DHFB
634
Dixon Hubard Feinour & Brown
Virginia
$342K -$18K -588 -5%
ECM
635
EagleClaw Capital Management
Massachusetts
$342K +$6.11K +200 +2%
FFWA
636
FRG Family Wealth Advisors
Washington
$338K -$121K -3,960 -26%
CCM
637
Covington Capital Management
California
$338K -$27.3K -895 -7%
PA
638
Profund Advisors
Maryland
$338K -$1.5K -49 -0.4%
EWA
639
Exencial Wealth Advisors
Oklahoma
$338K +$14.8K +485 +5%
BSA
640
Bull Street Advisors
Georgia
$337K -$20.3K -665 -6%
UB
641
UMB Bank
Missouri
$337K – – –
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
$336K -$13.8K -450 -4%
CG
643
Caprock Group
Idaho
$334K +$334K +10,948 New
KWM
644
Kingsview Wealth Management
Oregon
$333K -$48.7K -1,592 -13%
HFBOT
645
Home Federal Bank of Tennessee
Tennessee
$332K +$8.08K +265 +2%
SNT
646
Security National Trust
West Virginia
$331K -$355K -11,637 -52%
KTC
647
Kistler-Tiffany Companies
Pennsylvania
$330K -$43.3K -1,416 -12%
BB
648
Berkshire Bank
Massachusetts
$325K +$325K +10,636 New
KLCM
649
KG&L Capital Management
Louisiana
$325K +$325K +10,674 New
BST
650
Bath Savings Trust
Maine
$324K -$99.1K -3,250 -23%
24 25
26
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