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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 %
BL
751
Bleichroeder LP
New York
$133K +$133K +6,000 New
S
752
SignatureFD
Georgia
$132K +$132K +5,919 New
SAM
753
S.A. Mason
Michigan
$132K +$132K +5,928 New
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$130K +$130K +5,861 New
KPW
755
Kore Private Wealth
New York
$129K +$129K +5,809 New
MCM
756
Manchester Capital Management
Vermont
$127K +$111K +4,965 +671%
QCG
757
Quadrant Capital Group
Ohio
$127K +$127K +5,712 New
FCFS
758
First Command Financial Services
Texas
$126K +$126K +5,667 New
FCB
759
First Command Bank
Texas
$126K +$126K +5,667 New
DSC
760
Duncker Streett & Co
Missouri
$122K +$122K +5,465 New
IR
761
IAT Reinsurance
New York
$122K +$122K +5,494 New
PWP
762
Principle Wealth Partners
Connecticut
$120K +$120K +5,381 New
FHA
763
Flagship Harbor Advisors
Massachusetts
$119K +$119K +5,377 New
CI
764
CX Institutional
Indiana
$118K +$118K +5,332 New
RWA
765
Ropes Wealth Advisors
Massachusetts
$113K +$113K +5,099 New
CLOS
766
Compagnie Lombard Odier SCmA
Switzerland
$110K +$110K +4,990 New
DOA
767
D'Orazio & Associates
Virginia
$109K +$109K +4,886 New
CHA
768
Carmichael Hill & Associates
Maryland
$108K +$108K +4,850 New
BWP
769
Baldwin Wealth Partners
Massachusetts
$101K +$101K +4,559 New
MLFP
770
MPS Loria Financial Planners
Illinois
$98K +$98K +4,400 New
PL
771
Perpetual Ltd
Australia
$93K +$93K +4,175 New
PK
772
Pflug Koory
Nebraska
$87K +$87K +3,916 New
WOC
773
West Oak Capital
California
$86K +$86K +3,862 New
FFC
774
First Financial Corp
Indiana
$85K +$85K +3,828 New
OPS
775
Orion Portfolio Solutions
Nebraska
$85K +$85K +3,832 New
29 30
31
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