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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 %
BC
951
Barnett & Company
Tennessee
$31K +$12.4K +400 +67%
PFO
952
Pathstone Family Office
New Jersey
$30K – – –
GC
953
Grace Capital
Massachusetts
$30K – – –
GI
954
Gradient Investments
Minnesota
$30K – – –
HWA
955
HHM Wealth Advisors
Tennessee
$30K +$9.92K +328 +49%
TI
956
Truehand Inc
New Hampshire
$29K – – –
SFG
957
Sowa Financial Group
Rhode Island
$28K – – –
OSNBOA
958
Old Second National Bank of Aurora
Illinois
$28K +$4.3K +145 +18%
SFSIG
959
San Francisco Sentry Investment Group
California
$27K -$11.2K -367 -29%
JFA
960
JNBA Financial Advisors
Minnesota
$27K -$3.94K -130 -13%
CAC
961
Core Alternative Capital
Georgia
$27K -$678 -22 -2%
AA
962
Advisory Alpha
Michigan
$26K +$26K +817 New
FPFS
963
First Personal Financial Services
North Carolina
$25K -$19.6K -650 -44%
GWS
964
Glassman Wealth Services
Virginia
$25K -$10.5K -347 -30%
VNA
965
Valley National Advisers
Pennsylvania
$25K – – –
AAP
966
Arax Advisory Partners
Colorado
$25K – – –
MHR
967
Matthew Hamilton Rosenberg
$24K – – –
PCWA
968
Pacific Capital Wealth Advisors
California
$24K +$24K +778 New
CB
969
CNB Bank
Pennsylvania
$22K -$8.61K -279 -28%
SWM
970
Selective Wealth Management
Virginia
$22K – – –
PWMG
971
Prestige Wealth Management Group
New Jersey
$22K +$303 +10 +1%
AIC
972
Archer Investment Corporation
Indiana
$21.9K – – –
BWP
973
Baldwin Wealth Partners
Massachusetts
$21K -$116K -3,859 -85%
BWM
974
BerganKDV Wealth Management
Minnesota
$21K -$10.1K -324 -32%
Cohen & Steers
975
Cohen & Steers
New York
$21K – – –
37 38
39
40 41