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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 %
OIA
726
Optimum Investment Advisors
Illinois
$259K -$10.2K -335 -4%
BPA
727
Beacon Pointe Advisors
California
$258K -$29.5K -966 -10%
BRWM
728
B. Riley Wealth Management
Tennessee
$258K +$258K +8,450 New
BIAS
729
Beacon Investment Advisory Services
New Jersey
$257K -$54.2K -1,778 -17%
LNC
730
Lincoln National Corp
Pennsylvania
$257K -$36K -1,177 -12%
BWA
731
BDO Wealth Advisors
Florida
$257K +$2.14K +70 +0.8%
UBV
732
United Bank (Virginia)
Virginia
$257K +$257K +8,406 New
AF
733
Arrow Financial
New York
$254K -$170K -5,585 -40%
GVAG
734
Great Valley Advisor Group
Delaware
$254K +$254K +8,317 New
SWM
735
Shakespeare Wealth Management
Wisconsin
$253K +$253K +8,285 New
FMWA
736
Forvis Mazars Wealth Advisors
Missouri
$249K -$107K -3,482 -30%
EML
737
Eos Management LP
New York
$249K – – –
FC
738
Ferris Capital
Massachusetts
$249K +$249K +8,161 New
FFBTD
739
First Financial Bank - Trust Division
Ohio
$249K +$249K +8,172 New
HTC
740
Haverford Trust Company
Pennsylvania
$246K -$203K -6,631 -45%
CNFG
741
Creegan & Nassoura Financial Group
New Hampshire
$246K +$246K +8,043 New
BBI
742
Baxter Bros Inc
Connecticut
$245K -$129K -4,210 -34%
BEAM
743
Baker Ellis Asset Management
Washington
$245K -$4.82K -158 -2%
BOC
744
Barbara Oil Co
Illinois
$244K – – –
RG
745
Rathbones Group
United Kingdom
$244K +$244K +7,980 New
BA
746
Bennicas & Associates
California
$244K +$244K +7,981 New
FB
747
Fulton Bank
Pennsylvania
$244K +$244K +7,989 New
VFA
748
Voya Financial Advisors
Connecticut
$243K -$71K -2,332 -23%
OWP
749
Obermeyer Wealth Partners
Colorado
$243K +$243K +7,962 New
AWM
750
Aevitas Wealth Management
Massachusetts
$243K +$243K +7,966 New
28 29
30
31 32