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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 %
BTW
676
Boston Trust Walden
Massachusetts
$229K +$229K +10,305 New
MMA
677
Miracle Mile Advisors
California
$228K +$228K +10,253 New
AWA
678
Arete Wealth Advisors
Illinois
$228K +$228K +10,253 New
VFA
679
Voya Financial Advisors
Connecticut
$228K +$228K +10,308 New
BIAS
680
Beacon Investment Advisory Services
New Jersey
$227K +$227K +10,205 New
PCG
681
Private Capital Group
Connecticut
$226K +$226K +10,141 New
GFS
682
GYL Financial Synergies
Connecticut
$226K +$226K +10,181 New
CPA
683
Court Place Advisors
Maryland
$226K +$226K +10,193 New
MA
684
Mutual Advisors
Nebraska
$225K +$225K +10,126 New
DT
685
Diversified Trust
Tennessee
$225K +$225K +10,130 New
SCA
686
Snowden Capital Advisors
New York
$225K +$225K +10,123 New
BFM
687
Boothbay Fund Management
New York
$224K +$224K +10,100 New
CIC
688
Canal Insurance Company
South Carolina
$223K +$223K +10,000 New
HWA
689
Heritage Way Advisors
Illinois
$222K +$222K +10,000 New
GFA
690
Gifford Fong Associates
California
$222K +$222K +10,000 New
RG
691
Rikoon Group
New Mexico
$221K +$221K +9,895 New
CCFCSB
692
Cape Cod Five Cents Savings Bank
Massachusetts
$221K +$221K +9,964 New
WAM
693
Wealthspire Advisors (Maryland)
Maryland
$220K +$220K +9,887 New
APP
694
Avantax Planning Partners
Iowa
$220K +$220K +9,902 New
SFG
695
Summit Financial Group
West Virginia
$218K +$218K +9,784 New
TIA
696
Tiemann Investment Advisors
California
$218K +$218K +9,797 New
IFWM
697
Institute for Wealth Management
Colorado
$218K +$218K +9,805 New
B
698
Bailard
California
$218K +$218K +9,822 New
SVWAG
699
Sound View Wealth Advisors Group
Georgia
$217K +$217K +9,758 New
DWM
700
Dorchester Wealth Management
Quebec, Canada
$217K +$217K +9,765 New
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