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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 %
WCG
801
Weaver Consulting Group
California
$59K +$59K +2,672 New
CCA
802
Column Capital Advisors
Indiana
$58K +$58K +2,643 New
VAIA
803
Virtus Alternative Investment Advisers
Connecticut
$56K +$56K +2,512 New
SC
804
Steph & Co
Wisconsin
$56K +$56K +2,523 New
SCA
805
Stonebridge Capital Advisors
Minnesota
$55K +$55K +2,475 New
RIM
806
Rockbridge Investment Management
New York
$54K +$54K +2,431 New
CYG
807
Clean Yield Group
Vermont
$53K +$53K +2,366 New
SIAS
808
Shine Investment Advisory Services
Colorado
$53K +$53K +2,386 New
AIM
809
AIA Investment Management
Singapore
$53K +$53K +2,398 New
SWA
810
Sutton Wealth Advisors
Florida
$52.8K +$52.8K +2,375 New
AWM
811
AllSquare Wealth Management
New York
$52K +$52K +2,351 New
CFG
812
Capstone Financial Group
Oklahoma
$51K +$51K +2,106 New
TFS
813
TrustCore Financial Services
Tennessee
$50K +$50K +2,270 New
EWM
814
Elmwood Wealth Management
California
$49K +$49K +2,205 New
1IA
815
1834 Investment Advisors
Wisconsin
$49K +$49K +2,216 New
HDIM
816
Hanson & Doremus Investment Management
Vermont
$48K +$48K +2,154 New
HIIFS
817
Harel Insurance Investments & Financial Services
Israel
$47K +$47K +2,110 New
VRM
818
Vectors Research Management
New York
$47K +$47K +2,113 New
NIPH
819
NN Investment Partners Holdings
Netherlands
$45K -$68K -3,000 -60%
CA
820
Crewe Advisors
Utah
$45K +$45K +2,020 New
RDWM
821
Red Door Wealth Management
Tennessee
$45K +$45K +2,028 New
SIAP
822
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K +$45K +2,033 New
TSW
823
Thompson Siegel & Walmsley
Virginia
$44K +$44K +1,990 New
FWM
824
Filbrandt Wealth Management
Wisconsin
$43K +$43K +1,928 New
HS
825
Horan Securities
United States
$43K +$43K +1,933 New
31 32
33
34 35