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Carter Bankshares
CARE

Overview Fund Activity

114 hedge funds and large institutions have $194M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
51
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$10.1M
2
DT
2
Diversified Trust
Tennessee
$2.33M
3
MCM
3
Maltese Capital Management
New York
$6.33M
4
CRC
4
Curi RMB Capital
Illinois
$1.62M
5
MCA
5
Mendon Capital Advisors
Florida
$2.47M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$825K
2
Millennium Management
2
Millennium Management
New York
$194K
3
BlackRock
3
BlackRock
New York
$29.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.2M 1,684,952 -78,458 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.3M 1,286,668 -5,493 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.2M 1,105,434 +48,850 +5%
FL
4
Fourthstone LLC
Missouri
$10.1M 583,893 +139,960 +32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.29M 535,672 +3,529 +0.7%
State Street
6
State Street
Massachusetts
$8.9M 513,397 +4,203 +0.8%
KCM
7
Kennedy Capital Management
Missouri
$6.77M 390,557 +22,315 +6%
PU
8
Petiole USA
New York
$6.71M 386,873 – –
MCM
9
Maltese Capital Management
New York
$6.33M 364,972 +76,516 +27%
American Century Companies
10
American Century Companies
Missouri
$6.06M 349,538 +12,935 +4%
Morgan Stanley
11
Morgan Stanley
New York
$4.02M 231,982 +55,786 +32%
Goldman Sachs
12
Goldman Sachs
New York
$3.7M 213,317 +3,707 +2%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$3.69M 213,020 +31,380 +17%
HCM
14
Huber Capital Management
California
$3.3M 190,553 -11,914 -6%
Northern Trust
15
Northern Trust
Illinois
$3.25M 187,652 -1,373 -0.7%
BCM
16
Bridgeway Capital Management
Texas
$2.78M 160,113 +8,903 +6%
Citadel Advisors
17
Citadel Advisors
Florida
$2.5M 144,321 +2,286 +2%
MCA
18
Mendon Capital Advisors
Florida
$2.47M 142,392 +73,275 +106%
DT
19
Diversified Trust
Tennessee
$2.33M 134,098 +134,098 New
EC
20
EJF Capital
Virginia
$2.25M 129,542 -9,230 -7%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.77M 102,318 -20,766 -17%
EF
22
Empowered Funds
Pennsylvania
$1.73M 99,628 +8,903 +10%
CRC
23
Curi RMB Capital
Illinois
$1.62M 93,295 +74,178 +388%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.56M 90,022 +7,917 +10%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.4M 80,641 -22,329 -22%
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