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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
$0
2
HC
HNP Capital
New York
$0
3
BAS
Brown Advisory Securities
Maryland
$577K
4
VFA
Valeo Financial Advisors
Indiana
$326K
5
OLA
Oliver Luxxe Assets
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
851
CFM Wealth Partners
Texas
$34K +$34K +1,573 New
PB
852
Pinnacle Bancorp
Nebraska
$33K +$33K +1,474 New
MCA
853
Mercer Capital Advisers
New Jersey
$33K +$33K +1,480 New
FPFS
854
First Personal Financial Services
North Carolina
$33K +$33K +1,480 New
FCM
855
Firestone Capital Management
Florida
$32K +$32K +1,450 New
PA
856
Procyon Advisors
Connecticut
$32K +$32K +1,453 New
PFP
857
Pinnacle Financial Partners
Tennessee
$32K +$32K +1,456 New
LWA
858
Lenox Wealth Advisors
New York
$30K +$30K +1,337 New
SIA
859
SeaBridge Investment Advisors
New Jersey
$30K +$30K +1,338 New
SIM
860
Sonora Investment Management
Arizona
$30K +$30K +1,352 New
GWMIA
861
Global Wealth Management Investment Advisory
Florida
$30K +$30K +1,361 New
EDRH
862
Edmond de Rothschild Holding
Switzerland
$29K +$29K +1,280 New
MWP
863
Meridian Wealth Partners
Pennsylvania
$29K +$29K +1,289 New
PCM
864
Prelude Capital Management
New York
$29K +$29K +1,295 New
OC
865
Oakworth Capital
Alabama
$29K +$29K +1,316 New
SBL
866
Sargent Bickham Lagudis
Colorado
$29K +$29K +1,323 New
LWM
867
Liberty Wealth Management
California
$29K +$29K +1,327 New
FA
868
Fortis Advisors
Pennsylvania
$28K +$28K +1,250 New
SFSIG
869
San Francisco Sentry Investment Group
California
$28K +$28K +1,252 New
PMFA
870
Plante Moran Financial Advisors
Michigan
$28K +$28K +1,254 New
PCM
871
Penserra Capital Management
California
$28K +$28K +1,290 New
FNBOSM
872
First National Bank of South Miami
Florida
$27K +$27K +1,213 New
LS
873
Leelyn Smith
Illinois
$27K +$27K +1,243 New
EI
874
Ellevest Inc
New York
$26K +$26K +1,150 New
GWS
875
Glassman Wealth Services
Virginia
$26K +$26K +1,175 New
33 34
35
36 37