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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 %
CWA
1051
Carolina Wealth Advisors
South Carolina
$2K +$2K +52 New
FGA
1052
Fortis Group Advisors
New Jersey
$2K +$2K +76 New
WPA
1053
West Paces Advisors
Georgia
$1.22K -$19.9K -653 -94%
TFGT
1054
TS Financial Group (TSFG)
Illinois
$1K -$8.33K -300 -89%
FMP
1055
Financial Management Professionals
Texas
$1K -$6.87K -261 -87%
HFS
1056
HBC Financial Services
Washington
$1K -$4.04K -101 -80%
TCM
1057
TD Capital Management
Tennessee
$1K – – –
HWM
1058
Holloway Wealth Management
Florida
$1K – – –
OAJ
1059
Ogorek Anthony Joseph
New York
$1K – – –
AWM
1060
Avior Wealth Management
Nebraska
$1K – – –
FEG
1061
Financial Enhancement Group
Indiana
$1K – – –
BHWM
1062
Bay Harbor Wealth Management
Maryland
$1K – – –
GTAM
1063
Global Trust Asset Management
Florida
$1K – – –
FAM
1064
Fred Alger Management
New York
$1K – – –
HWM
1065
HighMark Wealth Management
Minnesota
$1K – – –
LAS
1066
Lloyd Advisory Services
Georgia
$1K – – –
WLPWM
1067
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
WB
1068
West Bancorporation
Iowa
$1K – – –
AW
1069
Avion Wealth
Texas
$1K – – –
FP
1070
Fiduciary Planning
Florida
$1K +$1K +18 New
TWP
1071
TFO Wealth Partners
Ohio
$1K +$1K +25 New
CCM
1072
Chiron Capital Management
Florida
$1K +$1K +30 New
PWM
1073
Provident Wealth Management
Tennessee
$1K +$1K +34 New
SXL
1074
Summit X LLC
Missouri
$489 +$489 +1,109 New
FCA
1075
FinTrust Capital Advisors
South Carolina
$100 +$1 +46 +1%
41 42
43
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