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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 %
JAM
1001
JCIC Asset Management
Ontario, Canada
$12K +$12K +380 New
ST
1002
Sageworth Trust
Pennsylvania
$12K +$12K +400 New
FP
1003
Financial Perspectives
Minnesota
$11.1K – – –
HCA
1004
Horan Capital Advisors
Ohio
$11K +$11K +350 New
NFSG
1005
Newbridge Financial Services Group
Florida
$9K +$9K +284 New
NEAM
1006
New England Asset Management
Connecticut
$8K – – –
TIM
1007
Tortoise Investment Management
New York
$8K +$3.2K +100 +67%
JWM
1008
Janiczek Wealth Management
Colorado
$8K +$8K +276 New
CMA
1009
Cedar Mountain Advisors
Oregon
$7K -$4.58K -142 -40%
RCA
1010
Ranch Capital Advisors
Florida
$7K – – –
POIA
1011
Pin Oak Investment Advisors
Texas
$7K – – –
CLOS
1012
Compagnie Lombard Odier SCmA
Switzerland
$6K -$144K -4,790 -96%
GWMIA
1013
Global Wealth Management Investment Advisory
Florida
$6K -$32.7K -1,150 -84%
LFG
1014
LifePlan Financial Group
Ohio
$6K – – –
PO
1015
Private Ocean
California
$6K – – –
FWM
1016
Focused Wealth Management
New York
$6K +$222 +7 +4%
RG
1017
Retirement Group
California
$6K +$594 +20 +11%
EIM
1018
Essex Investment Management
Massachusetts
$6K +$6K +200 New
JWM
1019
Jeppson Wealth Management
California
$6K +$6K +200 New
CPW
1020
Catalyst Private Wealth
California
$6K +$6K +205 New
DI
1021
Disciplined Investments
Oklahoma
$5K -$7.17K -225 -59%
TFA
1022
Toth Financial Advisory
Virginia
$5K – – –
HCM
1023
Horrell Capital Management
Arkansas
$5K – – –
MAWCM
1024
Mine & Arao Wealth Creation & Management
California
$5K +$2.53K +76 +103%
CBT
1025
Central Bank & Trust
Kentucky
$4K -$12.3K -440 -75%
39 40
41
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