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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 %
QT
1126
Quantbot Technologies
New York
– -$81K -3,655 Closed
WR
1127
Watson Rebecca
– -$69K -3,110 Closed
MIFH
1128
Migdal Insurance & Financial Holdings
Israel
– -$59K -2,657 Closed
SCA
1129
Stonebridge Capital Advisors
Minnesota
– -$55K -2,475 Closed
RDWM
1130
Red Door Wealth Management
Tennessee
– -$45K -2,028 Closed
NIPH
1131
NN Investment Partners Holdings
Netherlands
– -$45K -1,986 Closed
CWP
1132
CFM Wealth Partners
Texas
– -$34K -1,573 Closed
WFMPM
1133
Woodley Farra Manion Portfolio Management
Indiana
– -$35K -1,563 Closed
PA
1134
Procyon Advisors
Connecticut
– -$32K -1,453 Closed
FA
1135
Fortis Advisors
Pennsylvania
– -$28K -1,250 Closed
1W
1136
1776 Wealth
Georgia
– -$26K -1,181 Closed
THWM
1137
Taylor Hoffman Wealth Management
Virginia
– -$25K -1,104 Closed
IBOK
1138
Independence Bank of Kentucky
Kentucky
– -$20K -900 Closed
FANJ
1139
Financial Architects (New Jersey)
New Jersey
– -$18K -811 Closed
BC
1140
Belmont Capital
California
– -$16K -700 Closed
FIA
1141
FNY Investment Advisers
New York
– -$15K -700 Closed
FWM
1142
FSA Wealth Management
Massachusetts
– -$14K -616 Closed
EWP
1143
Engrave Wealth Partners
Texas
– -$10K -478 Closed
CWM
1144
Campbell Wealth Management
Virginia
– -$10K -460 Closed
MA
1145
Modus Advisors
Minnesota
– -$7K -314 Closed
BL
1146
Balentine LLC
Georgia
– -$6K -261 Closed
JPLA
1147
Joseph P. Lucia & Associates
New York
– -$5K -225 Closed
YAL
1148
Your Advocates Ltd
Texas
– -$5K -200 Closed
AWM
1149
Apollon Wealth Management
South Carolina
– -$4K -198 Closed
PA
1150
Perennial Advisors
New York
– -$4K -175 Closed
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