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 %
KFC
701
Klingenstein Fields & Co
New York
$280K -$247K -8,108 -47%
YWP
702
YorkBridge Wealth Partners
New York
$278K -$77.2K -2,532 -22%
AP
703
Atwood & Palmer
Missouri
$276K -$9.33K -305 -3%
ANRIA
704
American National Registered Investment Advisor
Texas
$276K – – –
MPW
705
Monterey Private Wealth
California
$275K +$275K +8,997 New
FHB
706
First Hawaiian Bank
Hawaii
$274K -$94.9K -3,110 -26%
FAG
707
Financial Advisory Group
Texas
$273K +$273K +8,937 New
CCFCSB
708
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$31.7K -1,039 -10%
FMC
709
First Merchants Corp
Indiana
$272K -$7.18K -235 -3%
LS
710
Livforsakringsbolaget Skandia
Sweden
$272K – – –
APP
711
Avantax Planning Partners
Iowa
$271K -$31.2K -1,022 -10%
AWA
712
Arete Wealth Advisors
Illinois
$270K -$50.4K -1,614 -16%
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$397 +13 +0.1%
HCM
714
Howland Capital Management
Massachusetts
$268K -$76.4K -2,505 -22%
RIM
715
Regent Investment Management
Kentucky
$268K +$268K +8,760 New
WCM
716
Whitener Capital Management
North Carolina
$267K -$285K -9,333 -52%
PCTC
717
Perkins Coie Trust Company
Washington
$266K -$130K -4,256 -33%
ADL
718
Asset Dedication LLC
California
$264K -$1.27K -43 -0.5%
SLT
719
St Louis Trust
Missouri
$264K +$264K +8,635 New
SVWAG
720
Sound View Wealth Advisors Group
Georgia
$263K -$35.2K -1,151 -12%
SACTSONJ
721
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$263K +$263K +8,600 New
DMC
722
Drexel Morgan & Co
Pennsylvania
$262K -$196K -6,427 -43%
MPI
723
Mairs & Power Inc
Minnesota
$262K +$262K +8,592 New
Jones Financial Companies
724
Jones Financial Companies
Missouri
$260K -$60.4K -1,979 -19%
MGIM
725
M&G Investment Management
United Kingdom
$260K +$260K +8,375 New
27 28
29
30 31