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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 %
OIA
726
Optimum Investment Advisors
Illinois
$196K +$196K +8,823 New
BWA
727
BDO Wealth Advisors
Florida
$185K +$185K +8,346 New
BEAM
728
Baker Ellis Asset Management
Washington
$182K +$182K +8,196 New
EML
729
Eos Management LP
New York
$181K +$181K +8,158 New
BOC
730
Barbara Oil Co
Illinois
$178K +$178K +8,000 New
ADL
731
Asset Dedication LLC
California
$177K +$177K +9,013 New
JCM
732
Jacobi Capital Management
Pennsylvania
$176K +$176K +7,914 New
Parallax Volatility Advisers
733
Parallax Volatility Advisers
California
$171K +$171K +7,679 New
SFS
734
Sowell Financial Services
Arkansas
$169K +$169K +7,624 New
WEC
735
Winslow Evans & Crocker
Massachusetts
$165K +$165K +7,414 New
IFAM
736
Institutional & Family Asset Management
Colorado
$164K +$164K +7,401 New
EIP
737
Ellis Investment Partners
Pennsylvania
$163K +$163K +7,210 New
CCMW
738
Cypress Capital Management (Wyoming)
Wyoming
$162K +$162K +7,275 New
PG
739
Proffitt & Goodson
Tennessee
$157K +$157K +7,088 New
CG
740
Cutler Group
California
$156K +$156K +7,051 New
BSAM
741
Blue Square Asset Management
New York
$155K +$155K +6,967 New
PAM
742
Paradigm Asset Management
New York
$153K +$153K +6,900 New
EP
743
Eudaimonia Partners
Tennessee
$153K +$153K +6,908 New
ST
744
Smithfield Trust
Pennsylvania
$152K +$152K +6,854 New
UFG
745
United Fire Group
Iowa
$144K +$144K +6,500 New
HIA
746
Harbor Investment Advisory
Maryland
$142K +$142K +6,386 New
RIM
747
Rampart Investment Management
Connecticut
$136K +$136K +6,114 New
LB
748
Legacy Bridge
Iowa
$134K +$134K +6,018 New
ACA
749
Atlas Capital Advisors
Wyoming
$133K +$133K +6,000 New
SFM
750
Systematic Financial Management
New Jersey
$133K +$133K +6,000 New
28 29
30
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