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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 %
TAIM
976
TD Ameritrade Investment Management
Nebraska
$21K +$8.3K +274 +65%
LTI
977
Laffer Tengler Investments
Tennessee
$20.5K – – –
CAGAS
978
Capital Advisory Group Advisory Services
Minnesota
$20K -$1.15K -38 -5%
BFC
979
Bedel Financial Consulting
Indiana
$20K +$1.1K +36 +6%
RTC
980
Riverview Trust Company
Washington
$19K -$85.7K -2,797 -82%
NSB
981
Norway Savings Bank
Maine
$19K – – –
FPB
982
First PREMIER Bank
South Dakota
$19K – – –
CIA
983
CSat Investment Advisory
Michigan
$18K -$14.3K -471 -44%
GEA
984
Glen Eagle Advisors
New Jersey
$17.7K – – –
FRA
985
Front Row Advisors
California
$17K -$4.06K -107 -19%
EWM
986
Endurance Wealth Management
Rhode Island
$16K -$5.44K -168 -25%
CAM
987
Costello Asset Management
Pennsylvania
$16K – – –
KFS
988
Kelly Financial Services
Massachusetts
$15.6K -$703 -23 -4%
SIS
989
Sound Income Strategies
Florida
$15K – – –
HFRG
990
Houlihan Financial Resource Group
Virginia
$15K +$15K +387 New
MA
991
MCF Advisors
Kentucky
$14K -$3.84K -125 -22%
LWA
992
Lenox Wealth Advisors
New York
$13K -$26.8K -900 -67%
FMB
993
Field & Main Bank
Kentucky
$13K +$12.2K +400 +1,600%
PS
994
Planned Solutions
California
$13K +$13K +425 New
CIA
995
Cascade Investment Advisors
Oregon
$12.6K – – –
ED
996
Exane Derivatives
France
$12.6K – – –
LFG
997
Larson Financial Group
Missouri
$12K +$32 +1 +0.3%
HB
998
Horizon Bancorp
Indiana
$12K +$338 +11 +3%
TFO
999
Tarbox Family Office
California
$12K +$3.73K +120 +45%
AA
1000
AlphaMark Advisors
Kentucky
$12K +$7.56K +255 +170%
38 39
40
41 42