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Carter Bankshares
CARE

Overview Fund Activity

100 hedge funds and large institutions have $141M invested in Carter Bankshares in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+10
Holders Change %
+11.11%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
31
Reduced
33
Closed
5
Calls
$178K
Puts
$12K
Net Calls
+$166K
Net Calls Change
+$175K

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.99M
2
EF
2
Empowered Funds
Pennsylvania
$897K
3
BCM
3
Bridgeway Capital Management
Texas
$2.54M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.66M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$39.9K
2
HCM
2
Huber Capital Management
California
$5.68M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$1.68M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$19M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$338K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$944K 63,841 -734 -1%
EF
27
Empowered Funds
Pennsylvania
$897K 60,633 +60,633 New
EST
28
EA Series Trust
Pennsylvania
$897K 60,633 +60,633 New
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$897K 60,630 -10,925 -15%
Millennium Management
30
Millennium Management
New York
$851K 57,540 +15,256 +36%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$785K 53,078 -18 -0%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$701K 47,406 +9,641 +26%
PAM
33
Panagora Asset Management
Massachusetts
$675K 45,616 +5,102 +13%
Two Sigma Investments
34
Two Sigma Investments
New York
$579K 39,165 -3,952 -9%
SO
35
STRS Ohio
Ohio
$553K 37,400 -1,000 -3%
Invesco
36
Invesco
Georgia
$550K 37,207 -783 -2%
Franklin Resources
37
Franklin Resources
California
$512K 34,602 – –
VOYA Investment Management
38
VOYA Investment Management
Georgia
$444K 30,050 +886 +3%
B
39
Bailard
California
$438K 29,600 +1,300 +5%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$426K 28,787 +1,100 +4%
LPL Financial
41
LPL Financial
California
$416K 28,148 -9 -0%
Bank of America
42
Bank of America
North Carolina
$412K 27,834 -9,695 -26%
Stifel Financial
43
Stifel Financial
Missouri
$411K 27,761 – –
Wells Fargo
44
Wells Fargo
California
$410K 27,744 +4,523 +19%
VIA
45
Virtus Investment Advisers
Connecticut
$392K 26,472 – –
TIA
46
Tandem Investment Advisors
South Carolina
$370K 25,000 -13,000 -34%
PIFP
47
Partners in Financial Planning
Virginia
$356K 24,088 -1,930 -7%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$350K 23,644 +21 +0.1%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$338K 22,861 -44,421 -66%
TI
50
Trexquant Investment
Connecticut
$302K 20,409 +6,334 +45%
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