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Carter Bankshares
CARE

Overview Fund Activity

84 hedge funds and large institutions have $115M invested in Carter Bankshares in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$4.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.26M
3
Millennium Management
3
Millennium Management
New York
$959K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$784K
5
CIC
5
Cornercap Investment Counsel
Georgia
$465K

Top Sellers

1
BlackRock
1
BlackRock
New York
$21.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.52M
3
MCM
3
Maltese Capital Management
New York
$608K
4
BCM
4
BHZ Capital Management
California
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
26
Tandem Investment Advisors
South Carolina
$746K -$33K -2,500 -4%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$734K -$4.15K -315 -0.6%
MCM
28
Maltese Capital Management
New York
$608K -$1.11M -83,897 -65%
SO
29
STRS Ohio
Ohio
$594K +$14.5K +1,100 +3%
EVC
30
Eidelman Virant Capital
Missouri
$536K +$250K +18,000 +87%
Invesco
31
Invesco
Georgia
$502K +$134K +10,153 +36%
CIC
32
Cornercap Investment Counsel
Georgia
$465K +$465K +35,222 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$460K +$72.9K +5,521 +19%
Franklin Resources
34
Franklin Resources
California
$452K -$317K -24,005 -41%
LPL Financial
35
LPL Financial
California
$397K +$4.62K +350 +1%
EGM
36
Engineers Gate Manager
New York
$375K +$90.1K +6,830 +32%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$374K -$3.56K -270 -0.9%
Stifel Financial
38
Stifel Financial
Missouri
$353K – – –
HF
39
HRT Financial
New York
$342K +$342K +25,943 New
VOYA Investment Management
40
VOYA Investment Management
Georgia
$337K +$33.3K +2,528 +11%
Goldman Sachs
41
Goldman Sachs
New York
$334K -$5.34K -404 -2%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$333K – – –
PIFP
43
Partners in Financial Planning
Virginia
$319K – – –
Ameriprise
44
Ameriprise
Minnesota
$310K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$304K -$149K -11,316 -33%
Wells Fargo
46
Wells Fargo
California
$279K -$175K -13,224 -39%
TI
47
Trexquant Investment
Connecticut
$278K +$278K +21,028 New
Truist Financial
48
Truist Financial
North Carolina
$216K – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$214K -$818 -62 -0.4%
MIM
50
MetLife Investment Management
New Jersey
$186K – – –
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