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Carrier Global

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
751
HBK Sorce Advisory
Pennsylvania
$403K +$45.1K +928 +13%
MFA
752
Mayflower Financial Advisors
Massachusetts
$403K +$403K +8,288 New
UBV
753
United Bank (Virginia)
Virginia
$402K -$11.8K -243 -3%
CB
754
Community Bank
New York
$401K -$43.8K -900 -10%
MP
755
McDonald Partners
Ohio
$401K -$2.33K -48 -0.6%
BEAM
756
Baker Ellis Asset Management
Washington
$399K +$8.03K +165 +2%
IFWM
757
Institute for Wealth Management
Colorado
$397K -$13.9K -286 -3%
CWM
758
Cornerstone Wealth Management
Missouri
$397K +$24.4K +501 +7%
PSB
759
Piscataqua Savings Bank
New Hampshire
$396K -$8.66K -178 -2%
GVAG
760
Great Valley Advisor Group
Delaware
$394K +$627 +13 +0.2%
SCM
761
Schnieders Capital Management
California
$389K -$6.07K -125 -2%
DWA
762
Douglass Winthrop Advisors
New York
$387K +$36.5K +750 +10%
HT
763
Heritage Trust
Oklahoma
$385K -$5.39K -111 -1%
BA
764
Bennicas & Associates
California
$384K
MC
765
MRJ Capital
New York
$384K
SS
766
Sunbelt Securities
Texas
$383K +$383K +7,801 New
ATC
767
Adirondack Trust Company
New York
$381K -$11.8K -244 -3%
GIM
768
Goelzer Investment Management
Indiana
$381K
NNP
769
Nachman Norwood & Parrott
South Carolina
$380K -$10.2K -209 -3%
MA
770
Mutual Advisors
Nebraska
$378K +$25.6K +526 +7%
CCWA
771
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$378K +$378K +7,780 New
HCM
772
Howland Capital Management
Massachusetts
$377K -$17K -350 -4%
VFA
773
Valeo Financial Advisors
Indiana
$377K +$23.9K +491 +7%
CAL
774
Capital Analysts LLC
Pennsylvania
$374K -$17.8K -365 -5%
OWP
775
Obermeyer Wealth Partners
Colorado
$373K