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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 %
TWA
826
TCI Wealth Advisors
Arizona
$43K +$43K +1,935 New
M
827
MOTCO
Texas
$43K +$43K +1,939 New
FBT
828
First Bank & Trust
South Dakota
$42K +$42K +1,878 New
BAM
829
Bellevue Asset Management
Washington
$42K +$42K +1,890 New
HI
830
Hudock Inc
Pennsylvania
$42K +$42K +1,908 New
RE
831
RBC Europe
United Kingdom
$41.8K +$41.8K +1,879 New
HR
832
Howe & Rusling
New York
$41K +$41K +1,830 New
AF
833
Allworth Financial
California
$41K +$41K +1,843 New
AWA
834
Arkadios Wealth Advisors
Georgia
$40.4K +$40.4K +1,605 New
HCM
835
Highlander Capital Management
New Jersey
$40K +$40K +1,800 New
ACM
836
AUA Capital Management
Pennsylvania
$40K +$40K +1,800 New
JWA
837
JFS Wealth Advisors
Pennsylvania
$40K +$40K +1,807 New
MCM
838
MV Capital Management
Maryland
$40K +$40K +1,821 New
PP
839
PrairieView Partners
Minnesota
$39K +$39K +1,744 New
TF
840
Tompkins Financial
New York
$39K +$39K +1,755 New
CAL
841
Capital Advisors Ltd
Ohio
$39K +$39K +1,755 New
JGIA
842
Jackson Grant Investment Advisers
Connecticut
$38K +$38K +1,706 New
APW
843
Acima Private Wealth
Virginia
$37K +$37K +1,669 New
TL
844
TrueWealth LLC
Georgia
$36K +$36K +1,598 New
KFA
845
Kelleher Financial Advisors
New York
$36K +$36K +1,600 New
BWA
846
Burt Wealth Advisors
Maryland
$36K +$36K +1,625 New
BWM
847
Baystate Wealth Management
Massachusetts
$35K +$35K +1,563 New
WFMPM
848
Woodley Farra Manion Portfolio Management
Indiana
$35K +$35K +1,563 New
SWM
849
Sugarloaf Wealth Management
Georgia
$34K +$34K +1,523 New
MMG
850
Monetary Management Group
Missouri
$34K +$34K +1,525 New
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