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Carrier Global
CARR

Overview Fund Activity

1,217 hedge funds and large institutions have $27.8B invested in Carrier Global in 2020 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 312 increasing their positions, 515 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+134
Holders Change %
+12.37%
% of All Funds
21.59%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
218
Increased
312
Reduced
515
Closed
67
Calls
$51.3M
Puts
$28.2M
Net Calls
+$23.1M
Net Calls Change
-$24M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$902M
2
Capital World Investors
Capital World Investors
California
$518M
3
Morgan Stanley
Morgan Stanley
New York
$254M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$114M
5
Renaissance Technologies
Renaissance Technologies
New York
$121M

Top Sellers

1
BlackRock
BlackRock
New York
$2.54B
2
Dodge & Cox
Dodge & Cox
California
$1.18B
3
State Street
State Street
Massachusetts
$2.6B
4
Fidelity International
Fidelity International
Bermuda
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1151
Disciplined Investments
Oklahoma
$6K – – –
IWP
1152
IAG Wealth Partners
Wisconsin
$6K +$2.04K +47 +52%
CBT
1153
CoreFirst Bank & Trust
Kansas
$6K +$6K +150 New
MWC
1154
MBM Wealth Consultants
Missouri
$6K +$6K +162 New
CFD
1155
Creative Financial Designs
Indiana
$5K – – –
MF
1156
Manchester Financial
California
$5K – – –
RBC
1157
Roble Belko & Company
Pennsylvania
$5K – – –
TC
1158
Trust Company
Kansas
$5K +$1.09K +30 +28%
RWB
1159
RMR Wealth Builders
New Jersey
$5K +$5K +129 New
GA
1160
GoalVest Advisory
New York
$5K +$5K +145 New
CBT
1161
Central Bank & Trust
Kentucky
$4K -$1.06K -30 -21%
AJ
1162
Ashburton (Jersey)
Jersey
$4K – – –
ME
1163
McIlrath & Eck
Washington
$4K – – –
EWA
1164
Evolution Wealth Advisors
Florida
$4K – – –
SFPG
1165
Stonebridge Financial Planning Group
Florida
$4K – – –
LF
1166
Lee Financial
Texas
$4K – – –
PCA
1167
Providence Capital Advisors
North Carolina
$4K +$4K +108 New
TCM
1168
Tradewinds Capital Management
Washington
$3K – – –
EARNEST Partners
1169
EARNEST Partners
Georgia
$3K – – –
CT
1170
Clearstead Trust
Maine
$3K – – –
TCWA
1171
Ten Capital Wealth Advisors
Washington
$3K +$3K +69 New
JPLA
1172
Joseph P. Lucia & Associates
New York
$3K +$3K +75 New
FPCG
1173
Fort Pitt Capital Group
Pennsylvania
$3K +$3K +84 New
LWP
1174
Laurel Wealth Planning
Minnesota
$3K +$3K +86 New
GFPC
1175
Global Financial Private Client
Florida
$2.79K – – –
45 46
47
48 49