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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 %
PAM
26
Panagora Asset Management
Massachusetts
$1.37M 79,152 +14,203 +22%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.24M 71,284 +2,055 +3%
Ameriprise
28
Ameriprise
Minnesota
$1.19M 68,570 +12,200 +22%
Charles Schwab
29
Charles Schwab
California
$1.17M 67,533 +1,883 +3%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.11M 64,300 -15,600 -20%
Renaissance Technologies
31
Renaissance Technologies
New York
$1.09M 63,000 +29,900 +90%
OC
32
Oppenheimer & Close
New York
$1.08M 62,500 +62,500 New
First Manhattan
33
First Manhattan
New York
$1.04M 60,000 – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$934K 53,852 -26,695 -33%
Group One Trading
35
Group One Trading
Illinois
$913K 52,661 +42,300 +408%
Two Sigma Investments
36
Two Sigma Investments
New York
$896K 51,694 -16,116 -24%
TI
37
Trexquant Investment
Connecticut
$878K 50,651 -1,882 -4%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$843K 48,609 -12,845 -21%
Jane Street
39
Jane Street
New York
$832K 47,971 +11,801 +33%
NL
40
Nuveen LLC
North Carolina
$825K 47,556 -509,948 -91%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$811K 46,795 +3,066 +7%
Stifel Financial
42
Stifel Financial
Missouri
$744K 42,915 -2 -0%
UBS Group
43
UBS Group
Switzerland
$691K 39,872 +3,135 +9%
AQR Capital Management
44
AQR Capital Management
Connecticut
$676K 38,964 +13,789 +55%
Barclays
45
Barclays
United Kingdom
$661K 38,136 +15,241 +67%
KWM
46
Kingsview Wealth Management
Oregon
$609K 35,099 -1,000 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$608K 35,081 +100 +0.3%
Bank of America
48
Bank of America
North Carolina
$586K 33,796 +11,763 +53%
Prudential Financial
49
Prudential Financial
New Jersey
$556K 32,070 +8,030 +33%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$555K 31,987 -19,501 -38%
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