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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 %
IC
701
Inverness Counsel
New York
$217K +$217K +9,767 New
WPP
702
Whalerock Point Partners
Rhode Island
$215K +$215K +9,663 New
LNC
703
Lincoln National Corp
Pennsylvania
$214K +$214K +9,591 New
NAM
704
NorthCoast Asset Management
Connecticut
$214K +$214K +9,630 New
BC
705
Burleson & Co
California
$213K +$213K +7,346 New
CAL
706
Capital Analysts LLC
Pennsylvania
$213K +$213K +9,578 New
DAS
707
Dynamic Advisor Solutions
Arizona
$213K +$213K +9,593 New
SEC
708
Seven Eight Capital
New York
$213K +$213K +9,600 New
ESB
709
Essex Savings Bank
Connecticut
$212K +$212K +9,574 New
RWG
710
Regal Wealth Group
California
$210K +$210K +9,445 New
GWM
711
Geneos Wealth Management
Colorado
$210K +$210K +10,016 New
BPA
712
Beacon Pointe Advisors
California
$209K +$209K +9,420 New
LNB
713
Ledyard National Bank
$208K +$208K +9,372 New
PCS
714
Personal CFO Solutions
New Jersey
$208K +$208K +9,381 New
HCM
715
Hutchinson Capital Management
California
$207K +$207K +9,301 New
AP
716
Atwood & Palmer
Missouri
$207K +$207K +9,330 New
LWMM
717
Legacy Wealth Management (Mississippi)
Mississippi
$206K +$206K +9,277 New
DPIM
718
Duff & Phelps Investment Management
Illinois
$206K +$206K +9,290 New
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$206K +9,303 New
FMC
720
First Merchants Corp
Indiana
$203K +$203K +9,143 New
Cerity Partners
721
Cerity Partners
New York
$202K +$202K +9,176 New
ANRIA
722
American National Registered Investment Advisor
Texas
$201K +$201K +9,041 New
NB
723
Northwest Bancshares
Pennsylvania
$200K +$200K +8,975 New
LS
724
Livforsakringsbolaget Skandia
Sweden
$198K +$198K +8,912 New
PFGIA
725
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$196K +8,805 New
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