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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
$915M
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
$76.3M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$687M
2
SAM
Southeastern Asset Management
Tennessee
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$100M
4
Boston Partners
Boston Partners
Massachusetts
$1.16M
5
ClearBridge Investments
ClearBridge Investments
New York
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1101
Shorepoint Capital Partners
Massachusetts
– -$501K -22,561 Closed
Barrow, Hanley, Mewhinney & Strauss
1102
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$489K -22,026 Closed
CL
1103
Choreo LLC
Illinois
– -$489K -22,013 Closed
CCWA
1104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$439K -19,749 Closed
PH
1105
Pinnacle Holdings
Oklahoma
– -$430K -19,353 Closed
PI
1106
PFS Investments
Georgia
– -$421K -18,962 Closed
BCM
1107
Bayesian Capital Management
New York
– -$404K -18,200 Closed
NAMP
1108
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$362K -16,279 Closed
BP
1109
Ballentine Partners
Massachusetts
– -$322K -14,478 Closed
BCM
1110
Becker Capital Management
Oregon
– -$322K -14,477 Closed
HPCM
1111
High Pointe Capital Management
Illinois
– -$303K -13,630 Closed
DA
1112
Dillon & Associates
Michigan
– -$272K -12,359 Closed
FMBTD
1113
First Midwest Bank Trust Division
Illinois
– -$253K -11,399 Closed
CFG
1114
Citizens Financial Group
Rhode Island
– -$245K -11,043 Closed
MMA
1115
Miracle Mile Advisors
California
– -$228K -10,253 Closed
SFG
1116
Summit Financial Group
West Virginia
– -$218K -9,784 Closed
IC
1117
Inverness Counsel
New York
– -$217K -9,767 Closed
DWM
1118
Dorchester Wealth Management
Quebec, Canada
– -$217K -9,765 Closed
WPP
1119
Whalerock Point Partners
Rhode Island
– -$215K -9,663 Closed
DAS
1120
Dynamic Advisor Solutions
Arizona
– -$213K -9,593 Closed
LWMM
1121
Legacy Wealth Management (Mississippi)
Mississippi
– -$206K -9,277 Closed
ACA
1122
Atlas Capital Advisors
Wyoming
– -$133K -6,000 Closed
KPW
1123
Kore Private Wealth
New York
– -$129K -5,809 Closed
OPS
1124
Orion Portfolio Solutions
Nebraska
– -$85K -3,832 Closed
TI
1125
tru Independence
Oregon
– -$82 -3,674 Closed
43 44
45
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