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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 %
MHR
901
Matthew Hamilton Rosenberg
$17K +$17K +785 New
BC
902
Belmont Capital
California
$16K +$16K +700 New
CAGAS
903
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +701 New
SWM
904
Selective Wealth Management
Virginia
$16K +$16K +715 New
PWMG
905
Prestige Wealth Management Group
New Jersey
$16K +$16K +717 New
AIC
906
Archer Investment Corporation
Indiana
$16K +$16K +718 New
WPA
907
West Paces Advisors
Georgia
$15.4K +$15.4K +693 New
EWM
908
Endurance Wealth Management
Rhode Island
$15K +$15K +662 New
HWA
909
HHM Wealth Advisors
Tennessee
$15K +$15K +664 New
Cohen & Steers
910
Cohen & Steers
New York
$15K +$15K +675 New
EARNEST Partners
911
EARNEST Partners
Georgia
$15K +$15K +693 New
FIA
912
FNY Investment Advisers
New York
$15K +$15K +700 New
LTI
913
Laffer Tengler Investments
Tennessee
$14.9K +$14.9K +670 New
FWM
914
FSA Wealth Management
Massachusetts
$14K +$14K +616 New
BFC
915
Bedel Financial Consulting
Indiana
$14K +$14K +616 New
NSB
916
Norway Savings Bank
Maine
$14K +$14K +620 New
FPB
917
First PREMIER Bank
South Dakota
$14K +$14K +650 New
MA
918
MCF Advisors
Kentucky
$13K +$13K +581 New
CBT
919
Central Bank & Trust
Kentucky
$13K +$13K +583 New
BC
920
Barnett & Company
Tennessee
$13K +$13K +600 New
GEA
921
Glen Eagle Advisors
New Jersey
$12.9K +$12.9K +581 New
FRA
922
Front Row Advisors
California
$12K – – –
CAM
923
Costello Asset Management
Pennsylvania
$12K +$12K +525 New
KFS
924
Kelly Financial Services
Massachusetts
$11.8K +$11.8K +533 New
SIS
925
Sound Income Strategies
Florida
$11K +$11K +488 New
35 36
37
38 39