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Carrier Global
CARR

Overview Fund Activity

1,010 hedge funds and large institutions have $16.4B invested in Carrier Global in 2020 Q2 according to their latest regulatory filings, with 983 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+978
Holders Change %
+3,056.25%
% of All Funds
20.76%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
%
% of All Funds
0.21%
New
983
Increased
14
Reduced
8
Closed
5
Calls
$47.9M
Puts
$8.91M
Net Calls
+$39M
Net Calls Change
+$39M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.06B
2
BlackRock
BlackRock
New York
+$1.71B
3
State Street
State Street
Massachusetts
+$1.62B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$1.12B
5
Dodge & Cox
Dodge & Cox
California
+$805M

Top Sellers

1
SC
Saturna Capital
Washington
-$1.23M
2
HC
HNP Capital
New York
-$826K
3
BAS
Brown Advisory Securities
Maryland
-$519K
4
VFA
Valeo Financial Advisors
Indiana
-$382K
5
OLA
Oliver Luxxe Assets
New Jersey
-$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
476
Vestmark Advisory Solutions
Massachusetts
$513K +$513K +23,108 New
AT
477
Arden Trust
Delaware
$511K +$511K +23,011 New
AIM
478
Achmea Investment Management
Netherlands
$507K +$507K +22,827 New
HTHT
479
Hemenway Trust Hemenway Trust
New Hampshire
$505K +$505K +22,738 New
BAM
480
Barrett Asset Management
New York
$503K +$503K +22,624 New
CCT
481
Capital City Trust
Florida
$502K +$502K +22,596 New
SCP
482
Shorepoint Capital Partners
Massachusetts
$501K +$501K +22,561 New
SNT
483
Security National Trust
West Virginia
$500K +$500K +22,496 New
BFA
484
Benedict Financial Advisors
Georgia
$496K +$496K +22,339 New
JIC
485
Johnson Investment Counsel
Ohio
$490K +$490K +21,981 New
CL
486
Choreo LLC
Illinois
$489K +$489K +22,013 New
Barrow, Hanley, Mewhinney & Strauss
487
Barrow, Hanley, Mewhinney & Strauss
Texas
$489K +$489K +22,026 New
RPC
488
Rossmore Private Capital
Connecticut
$486K +$486K +21,856 New
IEFM
489
IQ EQ Fund Management
Ireland
$484K +$484K +21,762 New
IRF
490
IBM Retirement Fund
New York
$484K +$484K +21,800 New
ONB
491
Old National Bancorp
Indiana
$481K +$481K +21,617 New
WS
492
Wedbush Securities
California
$478K +$478K +21,504 New
UIM
493
USS Investment Management
United Kingdom
$474K +$474K +21,359 New
AC
494
Abbrea Capital
California
$458K +$458K +20,516 New
PWM
495
Perigon Wealth Management
California
$457K -$1.29K -58 -0.3%
PGIM
496
Pacific Global Investment Management
California
$455K +$455K +20,475 New
Acadian Asset Management
497
Acadian Asset Management
Massachusetts
$453K +$453K +20,366 New
AUB
498
Atlantic Union Bankshares
Virginia
$453K +$453K +20,388 New
SB
499
Simmons Bank
Arkansas
$453K +$453K +20,388 New
AF
500
Advisornet Financial
Minnesota
$452K +$452K +20,357 New
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