CARR icon

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 %
NAMP
551
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$362K +$362K +16,279 New
HIM
552
Harbour Investment Management
Washington
$356K +$356K +16,011 New
CCM
553
Compton Capital Management
Rhode Island
$354K +$354K +15,911 New
EHC
554
Everett Harris & Co
California
$352K +$352K +15,853 New
FWM
555
Frontier Wealth Management
Missouri
$351K +$351K +15,811 New
BFM
556
Boston Financial Management
Massachusetts
$350K +$350K +15,739 New
CL
557
CSS LLC
Illinois
$350K +$350K +15,754 New
KIA
558
KCM Investment Advisors
California
$349K +$349K +15,689 New
BCM
559
BTR Capital Management
California
$348K +$348K +15,684 New
SFFS
560
Stonehage Fleming Financial Services
Jersey
$348K +$348K +15,749 New
UR
561
USCA RIA
Texas
$347K +$347K +15,632 New
IGGA
562
Iron Gate Global Advisors
Utah
$346K +$346K +15,225 New
MPIA
563
Mountain Pacific Investment Advisers
Idaho
$341K +$341K +15,327 New
SNBOSD
564
Security National Bank of So Dak
Iowa
$339K +$339K +15,281 New
ATC
565
Adirondack Trust Company
New York
$338K +$338K +12,388 New
UB
566
UMB Bank
Missouri
$337K +$337K +15,135 New
BOTW
567
Bank of the West
California
$337K +$337K +15,173 New
BHWM
568
Bar Harbor Wealth Management
New Hampshire
$336K +$336K +15,160 New
DMC
569
Drexel Morgan & Co
Pennsylvania
$334K +$334K +15,008 New
FFWA
570
FRG Family Wealth Advisors
Washington
$334K +$334K +15,016 New
UAM
571
UAS Asset Management
New York
$333K +$333K +15,000 New
EM
572
ELCO Management
New York
$330K +$330K +14,868 New
AA
573
Ancora Advisors
Ohio
$329K +$329K +14,827 New
VFA
574
Valeo Financial Advisors
Indiana
$326K -$382K -17,182 -54%
HTC
575
Haverford Trust Company
Pennsylvania
$326K +$326K +14,683 New
21 22
23
24 25