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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 %
SWA
876
Sutton Wealth Advisors
Florida
$72.5K – – –
AWM
877
AllSquare Wealth Management
New York
$72K – – –
FBT
878
First Bank & Trust
South Dakota
$72K +$14.9K +488 +26%
SC
879
Slow Capital
California
$69K +$69K +2,256 New
SIAS
880
Shine Investment Advisory Services
Colorado
$67K -$5.76K -189 -8%
RIM
881
Rockbridge Investment Management
New York
$66K -$8.08K -265 -11%
1IA
882
1834 Investment Advisors
Wisconsin
$66K -$2.03K -66 -3%
CFG
883
Capstone Financial Group
Oklahoma
$66K – – –
VRM
884
Vectors Research Management
New York
$65K – – –
CCA
885
Column Capital Advisors
Indiana
$64K -$16.9K -551 -21%
ACM
886
AUA Capital Management
Pennsylvania
$63K +$7.68K +250 +14%
HDIM
887
Hanson & Doremus Investment Management
Vermont
$62K -$3.79K -124 -6%
CA
888
Crewe Advisors
Utah
$62K – – –
CFG
889
CKW Financial Group
Hawaii
$60K -$21.5K -700 -26%
TWA
890
TCI Wealth Advisors
Arizona
$60K +$492 +16 +0.8%
HI
891
Hudock Inc
Pennsylvania
$60K +$1.8K +59 +3%
FHC
892
First Horizon Corporation
Tennessee
$60K +$60K +1,980 New
HS
893
Horan Securities
United States
$59K – – –
BWM
894
Baystate Wealth Management
Massachusetts
$59K +$11.2K +368 +24%
MSFP
895
Mark Sheptoff Financial Planning
Connecticut
$58K -$120K -3,956 -67%
BAM
896
Bellevue Asset Management
Washington
$58K – – –
FWM
897
Filbrandt Wealth Management
Wisconsin
$57K -$2.08K -68 -4%
WAM
898
Wolverine Asset Management
Illinois
$57K +$57K +1,878 New
FHA
899
First Horizon Advisors
Tennessee
$56K -$57.5K -1,907 -51%
AWA
900
Arkadios Wealth Advisors
Georgia
$55.9K +$3.28K +100 +6%
34 35
36
37 38