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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 %
DWA
776
Douglass Winthrop Advisors
New York
$223K +$223K +7,309 New
EIP
777
Ellis Investment Partners
Pennsylvania
$222K +$2.44K +80 +1%
TCPWM
778
Traverso Chambers Private Wealth Management
California
$222K +$222K +7,265 New
WWM
779
WT Wealth Management
Arizona
$221K +$221K +7,252 New
WEC
780
Winslow Evans & Crocker
Massachusetts
$220K -$6.76K -221 -3%
CL
781
CPWM LLC
Washington
$219K +$219K +7,166 New
EAM
782
Eagle Asset Management
Florida
$218K +$218K +7,168 New
MWM
783
Madison Wealth Management
Ohio
$217K +$217K +7,096 New
CCA
784
Checchi Capital Advisers
California
$216K +$216K +7,072 New
Parallax Volatility Advisers
785
Parallax Volatility Advisers
California
$215K -$19.9K -651 -8%
NP
786
NorthRock Partners
Minnesota
$215K +$215K +7,035 New
BCA
787
Bray Capital Advisors
Florida
$214K -$151K -4,945 -41%
9WM
788
9258 Wealth Management
Ohio
$213K +$213K +6,372 New
LIM
789
Leavell Investment Management
Alabama
$213K +$213K +6,980 New
AWM
790
Altium Wealth Management
New York
$213K +$213K +6,989 New
FMW
791
Farr Miller & Washington
District of Columbia
$212K +$212K +6,933 New
WIC
792
Woodmont Investment Counsel
Tennessee
$211K +$211K +6,912 New
FNBOO
793
First National Bank of Omaha
Nebraska
$210K -$823K -26,957 -80%
S
794
Surevest
California
$210K +$210K +6,864 New
EI
795
Ethic Inc
New York
$210K +$210K +6,888 New
BAM
796
Berkshire Asset Management
Pennsylvania
$210K +$210K +6,889 New
IFAM
797
Institutional & Family Asset Management
Colorado
$208K -$18.2K -595 -8%
MIC
798
Meridian Investment Counsel
California
$207K +$207K +6,763 New
DBIA
799
Dumont & Blake Investment Advisors
New Jersey
$204K +$204K +6,686 New
ACM
800
Argent Capital Management
Missouri
$203K +$203K +6,660 New
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