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Carter Bankshares
CARE

89 hedge funds and large institutions have $145M invested in Carter Bankshares in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $115M → $145M (+$29.7M)

6% more funds holding

Funds holding: 84 → 89 (+5)

1.13% more ownership

Funds ownership: 35.54% → 36.66% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
26
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$2.62M
2
Invesco
Invesco
Georgia
+$1.12M
3
First Trust Advisors
First Trust Advisors
Illinois
+$993K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$917K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$872K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$985K
2
JCP
Jennifer C. Price
-$984K
3
AllianceBernstein
AllianceBernstein
Tennessee
-$747K
4
MCM
Maltese Capital Management
New York
-$608K
5
Millennium Management
Millennium Management
New York
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$888K -$6.24K -399 -0.7%
TIA
27
Tandem Investment Advisors
South Carolina
$861K -$46.9K -3,000 -5%
Renaissance Technologies
28
Renaissance Technologies
New York
$837K -$985K -63,000 -55%
American Century Companies
29
American Century Companies
Missouri
$800K +$583K +37,284 +301%
Two Sigma Investments
30
Two Sigma Investments
New York
$761K -$390K -24,951 -35%
Citadel Advisors
31
Citadel Advisors
Florida
$682K +$662K +42,345 New
KCM
32
Kennedy Capital Management
Missouri
$655K +$636K +40,695 New
EVC
33
Eidelman Virant Capital
Missouri
$625K – – –
SO
34
STRS Ohio
Ohio
$602K -$119K -7,600 -17%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$592K +$30.7K +1,964 +6%
CIC
36
Cornercap Investment Counsel
Georgia
$567K – – –
Franklin Resources
37
Franklin Resources
California
$557K +$5K +320 +0.9%
Millennium Management
38
Millennium Management
New York
$545K -$606K -38,776 -53%
SEI Investments
39
SEI Investments
Pennsylvania
$505K +$490K +31,359 New
SCP
40
Seizert Capital Partners
Michigan
$501K +$486K +31,122 New
LPL Financial
41
LPL Financial
California
$484K – – –
Ameriprise
42
Ameriprise
Minnesota
$458K +$76.1K +4,867 +21%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$457K – – –
VOYA Investment Management
44
VOYA Investment Management
Georgia
$457K +$44.1K +2,821 +11%
VIA
45
Virtus Investment Advisers
Connecticut
$443K +$430K +27,541 New
Stifel Financial
46
Stifel Financial
Missouri
$430K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$413K +$7.02K +449 +2%
Goldman Sachs
48
Goldman Sachs
New York
$375K -$31.1K -1,991 -8%
PIFP
49
Partners in Financial Planning
Virginia
$343K – – –
Wells Fargo
50
Wells Fargo
California
$331K -$8.52K -545 -3%
1
2
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CARE Hedge Fund Activity: Q3 2022 in Review

89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q3 2022, worth a combined $145M — up 26% from $115M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CARE positions and 9 closed out — a net gain of 6 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $2.62M. The largest seller was Renaissance Technologies, cutting an estimated $985K.

  • 89 institutional investors held Carter Bankshares (CARE) as of Q3 2022, up from 84 in Q2 2022.
  • Funds reported $145M of Carter Bankshares stock for Q3 2022, up 26% quarter-over-quarter.
  • 15 funds opened new Carter Bankshares positions in Q3 2022 and 9 closed out, a net change of +6 holders.
  • The largest Carter Bankshares buyer in Q3 2022 was Hillsdale Investment Management, an estimated $2.62M added.
  • The largest Carter Bankshares seller in Q3 2022 was Renaissance Technologies, an estimated $985K sold.

Based on aggregated 13F filings for Q3 2022.