CARR icon

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 %
MA
651
MANA Advisors
New York
$324K +$324K +10,594 New
ATC
652
Adirondack Trust Company
New York
$323K -$55.6K -1,820 -15%
Cetera Investment Advisers
653
Cetera Investment Advisers
Illinois
$322K -$1.47K -48 -0.5%
PCM
654
Pointe Capital Management
Michigan
$322K – – –
CCG
655
Cypress Capital Group
Florida
$321K -$81.8K -2,680 -20%
UA
656
Unison Advisors
District of Columbia
$320K – – –
ADBIC
657
A.D. Beadell Investment Counsel
Wisconsin
$320K +$320K +10,500 New
PFSC
658
Peoples Financial Services Corp
Pennsylvania
$319K – – –
NAM
659
NTV Asset Management
West Virginia
$318K -$34.8K -1,139 -10%
SO
660
STRS Ohio
Ohio
$318K – – –
SP
661
Symmetry Partners
Connecticut
$318K +$318K +10,423 New
RIA
662
Realta Investment Advisors
Delaware
$317K -$67.9K -2,223 -18%
CPA
663
Court Place Advisors
Maryland
$317K +$6.1K +200 +2%
Walleye Capital
664
Walleye Capital
New York
$317K +$317K +10,367 New
IA
665
IFG Advisory
Georgia
$315K -$7.26K -238 -2%
BTW
666
Boston Trust Walden
Massachusetts
$315K -$92 -3 -0%
SPC
667
Sigma Planning Corp
Michigan
$311K -$53.2K -1,744 -15%
NA
668
NewEdge Advisors
Louisiana
$308K -$111K -3,618 -26%
DJSG
669
D.J. St. Germain
Massachusetts
$308K -$31.8K -1,043 -9%
CSM
670
CAMG Solamere Management
North Carolina
$308K -$7.67K -251 -2%
BMM
671
Buffington Mohr McNeal
Idaho
$307K -$815K -26,714 -73%
CIC
672
Canal Insurance Company
South Carolina
$306K – – –
Cerity Partners
673
Cerity Partners
New York
$306K +$26.2K +861 +9%
HWA
674
Heritage Way Advisors
Illinois
$305K – – –
GFA
675
Gifford Fong Associates
California
$305K – – –
25 26
27
28 29