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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 %
KCM
751
Kornitzer Capital Management
Kansas
$241K -$79.1K -2,585 -25%
WAM
752
Wealthspire Advisors (Maryland)
Maryland
$239K -$63.4K -2,072 -21%
JCM
753
Jacobi Capital Management
Pennsylvania
$239K -$2.38K -78 -1%
BFM
754
Boothbay Fund Management
New York
$238K -$70.2K -2,300 -23%
GWM
755
Geneos Wealth Management
Colorado
$238K -$67.1K -2,202 -22%
LWAC
756
Laurel Wealth Advisors (California)
California
$237K +$237K +7,776 New
WA
757
WBH Advisory
Maryland
$236K +$236K +7,738 New
FIM
758
Fruth Investment Management
Texas
$236K +$236K +7,756 New
MA
759
Mutual Advisors
Nebraska
$235K -$74.2K -2,431 -24%
TA
760
Tiedemann Advisors
New York
$235K +$235K +7,616 New
IHL
761
Investment House LLC
California
$235K +$235K +7,704 New
NNP
762
Nachman Norwood & Parrott
South Carolina
$235K +$235K +7,708 New
CCMW
763
Cypress Capital Management (Wyoming)
Wyoming
$234K – – –
S
764
SignatureFD
Georgia
$234K +$52.9K +1,731 +29%
PWP
765
Principle Wealth Partners
Connecticut
$234K +$69.3K +2,265 +42%
MBT
766
Montecito Bank & Trust
California
$232K +$232K +7,569 New
AIM
767
Anchor Investment Management
South Carolina
$232K -$90.7K -2,970 -28%
ST
768
Spinnaker Trust
Maine
$230K +$230K +7,562 New
NB
769
Northwest Bancshares
Pennsylvania
$228K -$45.3K -1,488 -17%
VIA
770
Vident Investment Advisory
Georgia
$227K -$149K -4,860 -40%
LOAME
771
Lombard Odier Asset Management (Europe)
United Kingdom
$226K +$226K +7,395 New
HSA
772
HBK Sorce Advisory
Pennsylvania
$225K +$225K +7,365 New
IMRF
773
Illinois Municipal Retirement Fund
Illinois
$225K +$225K +7,365 New
NME
774
Notis-McConarty Edward
$224K -$140K -4,605 -39%
DTC
775
Davidson Trust Company
Washington
$224K +$224K +7,380 New
29 30
31
32 33