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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 %
ACM
676
Azimuth Capital Management
Michigan
$301K -$82.1K -2,686 -21%
SFSG
677
Stearns Financial Services Group
North Carolina
$300K -$117K -3,846 -28%
PCG
678
Private Capital Group
Connecticut
$299K -$10.4K -341 -3%
RG
679
Rikoon Group
New Mexico
$299K -$3.05K -100 -1%
TIA
680
Tiemann Investment Advisors
California
$298K -$1.53K -50 -0.5%
CIC
681
Crawford Investment Counsel
Georgia
$296K -$274K -8,963 -48%
NAM
682
NorthCoast Asset Management
Connecticut
$294K – – –
VCM
683
Virtue Capital Management
Tennessee
$293K -$79.4K -2,602 -21%
CAL
684
Capital Analysts LLC
Pennsylvania
$293K +$336 +11 +0.1%
RWA
685
River Wealth Advisors
Pennsylvania
$290K +$290K +9,499 New
IFWM
686
Institute for Wealth Management
Colorado
$289K -$10.8K -353 -4%
ESB
687
Essex Savings Bank
Connecticut
$289K -$4.01K -131 -1%
SCA
688
Snowden Capital Advisors
New York
$288K -$20.9K -684 -7%
BS
689
Boenning & Scattergood
Pennsylvania
$287K -$110K -3,609 -28%
SWM
690
SeaCrest Wealth Management
New York
$287K -$43K -1,409 -13%
WP
691
WMS Partners
Maryland
$286K -$67.6K -2,214 -19%
LNB
692
Ledyard National Bank
$286K – – –
BC
693
Burleson & Co
California
$286K – – –
HCM
694
Hutchinson Capital Management
California
$284K -$275 -9 -0.1%
DPIM
695
Duff & Phelps Investment Management
Illinois
$284K – – –
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$283K – – –
B
697
Bailard
California
$282K -$18K -590 -6%
RWG
698
Regal Wealth Group
California
$282K -$6.26K -205 -2%
FTC
699
Farmers Trust Company
Ohio
$282K +$282K +9,230 New
VFA
700
Valeo Financial Advisors
Indiana
$281K -$167K -5,476 -37%
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