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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 %
PCM
926
Penserra Capital Management
California
$44K +$5.18K +172 +13%
RE
927
RBC Europe
United Kingdom
$43.5K -$13.9K -455 -24%
JGIA
928
Jackson Grant Investment Advisers
Connecticut
$43K -$9.47K -308 -18%
PFP
929
Pinnacle Financial Partners
Tennessee
$41K -$3.52K -115 -8%
SIM
930
Sonora Investment Management
Arizona
$41K -$336 -11 -0.8%
SIA
931
SeaBridge Investment Advisors
New Jersey
$41K – – –
OC
932
Oakworth Capital
Alabama
$41K +$1.21K +40 +3%
BCA
933
Berman Capital Advisors
Georgia
$41K +$9.11K +301 +29%
SBL
934
Sargent Bickham Lagudis
Colorado
$40K – – –
CSPIA
935
Cary Street Partners Investment Advisory
Virginia
$40K +$40K +1,322 New
MWP
936
Meridian Wealth Partners
Pennsylvania
$39K – – –
EDRH
937
Edmond de Rothschild Holding
Switzerland
$39K – – –
HFS
938
Hantz Financial Services
Michigan
$38K -$1.22M -39,606 -97%
VAIA
939
Virtus Alternative Investment Advisers
Connecticut
$38K -$39.7K -1,283 -51%
PMFA
940
Plante Moran Financial Advisors
Michigan
$38K -$491 -16 -1%
PB
941
Pinnacle Bancorp
Nebraska
$36K -$9.2K -300 -20%
APWM
942
Atlas Private Wealth Management
New York
$35K -$65.6K -2,137 -65%
FNBOSM
943
First National Bank of South Miami
Florida
$35K -$1.82K -60 -5%
RAM
944
Riggs Asset Management
Pennsylvania
$35K +$4.57K +150 +15%
KPCM
945
Kings Point Capital Management
New York
$35K +$35K +1,150 New
LS
946
Leelyn Smith
Illinois
$34K -$3.57K -118 -9%
FCM
947
Firestone Capital Management
Florida
$32K -$12.2K -400 -28%
PCIA
948
Prime Capital Investment Advisors
Kansas
$32K -$602 -20 -2%
GAM
949
Gemmer Asset Management
California
$32K – – –
AIM
950
Arcadia Investment Management
Michigan
$31K – – –
36 37
38
39 40