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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 %
CHAM
801
Clear Harbor Asset Management
Connecticut
$202K +$202K +6,615 New
EF
802
Empirical Finance
Pennsylvania
$202K +$202K +6,614 New
SG Americas Securities
803
SG Americas Securities
New York
$200K -$569K -18,662 -74%
HW
804
Hancock Whitney
Mississippi
$200K +$200K +6,551 New
QI
805
Qtron Investments
Massachusetts
$200K +$200K +6,562 New
UFG
806
United Fire Group
Iowa
$199K – – –
SFS
807
Sowell Financial Services
Arkansas
$190K -$42.8K -1,402 -18%
PG
808
Proffitt & Goodson
Tennessee
$190K -$26K -853 -12%
BDS
809
Banco de Sabadell
Florida
$190K +$190K +6,201 New
NFG
810
Next Financial Group
Texas
$190K +$190K +6,234 New
FFA
811
Founders Financial Alliance
North Carolina
$186K +$186K +6,008 New
LB
812
Legacy Bridge
Iowa
$184K – – –
FCH
813
Freestone Capital Holdings
Washington
$184K +$184K +6,010 New
SFM
814
Systematic Financial Management
New Jersey
$183K – – –
BL
815
Bleichroeder LP
New York
$183K – – –
SAM
816
S.A. Mason
Michigan
$181K – – –
PAM
817
Paradigm Asset Management
New York
$180K -$30.5K -1,000 -14%
CSS
818
Cubist Systematic Strategies
Connecticut
$180K -$2.72M -89,175 -94%
ST
819
Smithfield Trust
Pennsylvania
$180K -$29K -952 -14%
FQ
820
First Quadrant
California
$178K -$337K -10,993 -65%
QCG
821
Quadrant Capital Group
Ohio
$175K +$122 +4 +0.1%
WOC
822
West Oak Capital
California
$174K +$55.9K +1,830 +47%
EPM
823
Equitec Proprietary Markets
Illinois
$171K +$171K +5,600 New
HFM
824
Harvest Fund Management
China
$170K +$170K +5,322 New
CI
825
CX Institutional
Indiana
$169K +$6.55K +215 +4%
31 32
33
34 35