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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 %
TFS
851
TrustCore Financial Services
Tennessee
$106K +$36.7K +1,204 +53%
MMG
852
Monetary Management Group
Missouri
$105K +$58.2K +1,900 +125%
NSIM
853
North Star Investment Management
Illinois
$104K -$703 -23 -0.7%
PFBT
854
Parkside Financial Bank & Trust
Missouri
$104K +$2.76K +90 +3%
ONST
855
Old North State Trust
North Carolina
$104K +$104K +3,396 New
SLF
856
Sun Life Financial
Ontario, Canada
$103K -$12.2K -397 -11%
FMTCOCP
857
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K -$10.7K -350 -10%
TPCW
858
TD Private Client Wealth
New York
$98.1K -$350K -11,455 -78%
PFS
859
Prospera Financial Services
Texas
$98K +$98K +3,193 New
EW
860
Evoke Wealth
California
$97K -$761 -25 -0.8%
AIM
861
AIA Investment Management
Singapore
$96K +$22.5K +732 +31%
PFWA
862
Paces Ferry Wealth Advisors
Georgia
$93K +$93K +3,047 New
NL
863
NVWM LLC
Pennsylvania
$92K -$16.9K -551 -15%
MRCM
864
M&R Capital Management
New Jersey
$92K -$12.1K -400 -12%
KCM
865
Kathmere Capital Management
Pennsylvania
$91K +$91K +2,992 New
BFEC
866
Benjamin F. Edwards & Company
Missouri
$90K -$24.2K -788 -21%
ZB
867
Zions Bancorporation
Utah
$86K -$18.7K -615 -18%
CFFP
868
Center for Financial Planning
Michigan
$83K -$1.54K -50 -2%
WCG
869
Weaver Consulting Group
California
$82K – – –
Millennium Management
870
Millennium Management
New York
$79K +$58K +1,900,172 +277%
ARMC
871
American Research & Management Company
Massachusetts
$78K -$20.6K -670 -21%
SC
872
Steph & Co
Wisconsin
$77K – – –
CWC
873
Carolinas Wealth Consulting
North Carolina
$76K +$47.7K +1,556 +169%
S
874
Seeyond
France
$75K -$434K -14,289 -85%
PK
875
Pflug Koory
Nebraska
$74K -$46.3K -1,507 -38%
33 34
35
36 37