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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 %
DHFB
601
Dixon Hubard Feinour & Brown
Virginia
$307K +$307K +11,778 New
SFSG
602
Stearns Financial Services Group
North Carolina
$304K +$304K +13,667 New
LFAS
603
Level Four Advisory Services
Texas
$304K +$304K +13,686 New
CFB
604
Cullen/Frost Bankers
Texas
$304K +$304K +13,687 New
NA
605
NewEdge Advisors
Louisiana
$304K +$304K +13,697 New
PWAP
606
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$303K -$3.74K -168 -1%
HPCM
607
High Pointe Capital Management
Illinois
$303K +$303K +13,630 New
PGAM
608
Princeton Global Asset Management
New Jersey
$303K +$303K +13,664 New
P
609
Pitcairn
Pennsylvania
$301K +$301K +13,557 New
FC
610
Forte Capital
New York
$301K +$301K +13,557 New
HAG
611
HighPoint Advisor Group
Illinois
$300K +$25.4K +1,122 +9%
HIC
612
Holderness Investments Company
North Carolina
$300K +$300K +13,499 New
QI
613
QS Investors
New York
$296K +$296K +13,278 New
GPA
614
Garrison Point Advisors
California
$294K +$294K +13,217 New
CCG
615
Cypress Capital Group
Florida
$293K +$293K +13,197 New
CFA
616
Carroll Financial Associates
North Carolina
$290K +$290K +13,059 New
ECM
617
Estabrook Capital Management
New York
$290K +$290K +13,046 New
BS
618
Boenning & Scattergood
Pennsylvania
$289K +$289K +12,996 New
WIA
619
Wealthstreet Investment Advisors
Texas
$288K +$288K +12,951 New
PCTC
620
Perkins Coie Trust Company
Washington
$288K +$288K +12,952 New
Bessemer Group
621
Bessemer Group
New Jersey
$283K +$283K +12,760 New
LWANC
622
Laurel Wealth Advisors (North Carolina)
North Carolina
$281K +$281K +12,663 New
RIA
623
Realta Investment Advisors
Delaware
$280K +$280K +12,607 New
DWT
624
Dorsey & Whitney Trust
South Dakota
$280K +$280K +12,622 New
ACM
625
Azimuth Capital Management
Michigan
$278K +$278K +12,532 New
23 24
25
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