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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 %
LF
976
Lee Financial
Texas
$2K +$2K +100 New
MFT
977
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +108 New
CFO
978
CVA Family Office
Colorado
$2K +$2K +108 New
ME
979
McIlrath & Eck
Washington
$2K +$2K +108 New
EWA
980
Evolution Wealth Advisors
Florida
$2K +$2K +112 New
MWA
981
MFA Wealth Advisors
Pennsylvania
$1.98K +$1.98K +89 New
GFPC
982
Global Financial Private Client
Florida
$1.67K +$1.67K +74 New
TFA
983
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
GTAM
984
Global Trust Asset Management
Florida
$1K +$1K +23 New
FMB
985
Field & Main Bank
Kentucky
$1K +$1K +25 New
FAM
986
Fred Alger Management
New York
$1K +$1K +25 New
BWL
987
Bogart Wealth LLC
Virginia
$1K +$1K +28 New
WLPWM
988
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +28 New
WB
989
West Bancorporation
Iowa
$1K +$1K +40 New
TCM
990
TD Capital Management
Tennessee
$1K +$1K +40 New
FEG
991
Financial Enhancement Group
Indiana
$1K +$1K +46 New
OAJ
992
Ogorek Anthony Joseph
New York
$1K +$1K +47 New
PCFFS
993
Pacific Center for Financial Services
California
$1K +$1K +50 New
BCM
994
Bourgeon Capital Management
Connecticut
$1K +$1K +51 New
AWM
995
Avior Wealth Management
Nebraska
$1K +$1K +58 New
APWA
996
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +58 New
BBA
997
Braun-Bostich & Associates
Pennsylvania
$1K +$1K +65 New
JG
998
Jefferies Group
New York
$967 +$967 +43,500 New
TI
999
tru Independence
Oregon
$82 +$82 +3,674 New
WIM
1000
Westside Investment Management
California
$17 +$17 +797 New
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