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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 %
SIA
1251
SeaBridge Investment Advisors
New Jersey
– -$41K -1,338 Closed
CSPIA
1252
Cary Street Partners Investment Advisory
Virginia
– -$40K -1,322 Closed
SXL
1253
Summit X LLC
Missouri
– -$489 -1,109 Closed
BC
1254
Barnett & Company
Tennessee
– -$31K -1,000 Closed
AA
1255
Advisory Alpha
Michigan
– -$26K -817 Closed
PCWA
1256
Pacific Capital Wealth Advisors
California
– -$24K -778 Closed
Cohen & Steers
1257
Cohen & Steers
New York
– -$21K -675 Closed
RTC
1258
Riverview Trust Company
Washington
– -$19K -620 Closed
JAM
1259
JCIC Asset Management
Ontario, Canada
– -$12K -380 Closed
HCA
1260
Horan Capital Advisors
Ohio
– -$11K -350 Closed
CPW
1261
Catalyst Private Wealth
California
– -$6K -205 Closed
CLOS
1262
Compagnie Lombard Odier SCmA
Switzerland
– -$6K -200 Closed
JWM
1263
Jeppson Wealth Management
California
– -$6K -200 Closed
HIIFS
1264
Harel Insurance Investments & Financial Services
Israel
– -$3K -110 Closed
BWM
1265
BNC Wealth Management
Oregon
– -$3K -109 Closed
CFO
1266
CVA Family Office
Colorado
– -$3K -108 Closed
PWM
1267
Provident Wealth Management
Tennessee
– -$1K -34 Closed
CCM
1268
Chiron Capital Management
Florida
– -$1K -30 Closed
TWP
1269
TFO Wealth Partners
Ohio
– -$1K -25 Closed
GTAM
1270
Global Trust Asset Management
Florida
– -$1K -23 Closed
AW
1271
Avion Wealth
Texas
– -$1K -20 Closed
HWM
1272
Holloway Wealth Management
Florida
– -$1K – –
FAM
1273
Fulcrum Asset Management
United Kingdom
– -$1.4M – –
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