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Carter Bankshares
CARE

Overview Fund Activity

74 hedge funds and large institutions have $134M invested in Carter Bankshares in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Basswood Capital Management
New York
$13M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.22M
3
Franklin Resources
Franklin Resources
California
$831K
4
FL
Fourthstone LLC
Missouri
$1.23M
5
HCM
Huber Capital Management
California
$5.16M

Top Sellers

1
HPCM
Hunter Perkins Capital Management
Illinois
$0
2
Russell Investments Group
Russell Investments Group
United Kingdom
$846K
3
Charles Schwab
Charles Schwab
California
$971K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$853K -$355K -25,000 -29%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$846K -$2.04M -143,494 -71%
Franklin Resources
28
Franklin Resources
California
$831K +$831K +58,396 New
SO
29
STRS Ohio
Ohio
$725K -$117K -8,200 -14%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$697K -$136K -9,580 -16%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$565K -$43.3K -3,045 -7%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$522K -$513K -36,141 -50%
B
33
Bailard
California
$459K -$64.1K -4,500 -12%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$455K +$27.8K +1,955 +7%
LPL Financial
35
LPL Financial
California
$422K +$209K +14,734 +98%
Stifel Financial
36
Stifel Financial
Missouri
$373K – – –
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$358K +$301K +21,185 +526%
Millennium Management
38
Millennium Management
New York
$332K -$482K -33,920 -59%
Ameriprise
39
Ameriprise
Minnesota
$322K +$322K +22,700 New
VOYA Investment Management
40
VOYA Investment Management
Georgia
$309K +$5.15K +363 +2%
MAM
41
Martingale Asset Management
Massachusetts
$303K -$453K -31,876 -60%
Citadel Advisors
42
Citadel Advisors
Florida
$302K -$9.21K -649 -3%
Wells Fargo
43
Wells Fargo
California
$283K +$29.4K +2,067 +12%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$282K +$256 +18 +0.1%
Goldman Sachs
45
Goldman Sachs
New York
$276K -$185K -13,033 -40%
CAN
46
Cetera Advisor Networks
California
$271K -$59.4K -4,184 -18%
SG Americas Securities
47
SG Americas Securities
New York
$241K +$241K +16,977 New
Morgan Stanley
48
Morgan Stanley
New York
$240K -$65.5K -4,623 -21%
Truist Financial
49
Truist Financial
North Carolina
$232K -$139K -9,800 -37%
Bank of America
50
Bank of America
North Carolina
$230K -$29.7K -2,093 -11%
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