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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 %
GRP
901
Global Retirement Partners
California
$55K -$26.1K -857 -32%
HCM
902
Highlander Capital Management
New Jersey
$55K – – –
CAL
903
Capital Advisors Ltd
Ohio
$54K – – –
Simplex Trading
904
Simplex Trading
Illinois
$53K -$387K -12,858 -88%
SIAP
905
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K -$8.57K -283 -14%
JWA
906
JFS Wealth Advisors
Pennsylvania
$53K -$2.46K -80 -4%
PP
907
PrairieView Partners
Minnesota
$53K +$30 +1 +0.1%
CYG
908
Clean Yield Group
Vermont
$52K -$20.4K -666 -28%
HR
909
Howe & Rusling
New York
$51K -$4.55K -150 -8%
APW
910
Acima Private Wealth
Virginia
$51K – – –
HCP
911
Hexagon Capital Partners
Arkansas
$51K +$51K +1,479 New
TF
912
Tompkins Financial
New York
$50K -$3.12K -103 -6%
BWA
913
Burt Wealth Advisors
Maryland
$50K – – –
MCM
914
MV Capital Management
Maryland
$49K -$6.77K -221 -12%
EWM
915
Elmwood Wealth Management
California
$49K – – –
KFA
916
Kelleher Financial Advisors
New York
$48K – – –
OSAM
917
O'Shaughnessy Asset Management
Connecticut
$48K +$18.3K +601 +62%
SWM
918
Sugarloaf Wealth Management
Georgia
$47K +$62 +2 +0.1%
LWM
919
Liberty Wealth Management
California
$47K +$6.16K +200 +15%
EI
920
Ellevest Inc
New York
$46K +$11.1K +364 +32%
Credit Agricole
921
Credit Agricole
France
$46K +$46K +1,500 New
AF
922
Allworth Financial
California
$45K -$10.8K -357 -19%
MCA
923
Mercer Capital Advisers
New Jersey
$45K – – –
TFM
924
TFC Financial Management
Massachusetts
$45K +$45K +1,474 New
M
925
MOTCO
Texas
$44K -$15.2K -498 -26%
35 36
37
38 39