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Carter Bankshares
CARE

Overview Fund Activity

87 hedge funds and large institutions have $117M invested in Carter Bankshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
31
Closed
17
Calls
$38K
Puts
$1K
Net Calls
+$37K
Net Calls Change
-$129K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.29M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$17.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.92M
5
American Century Companies
5
American Century Companies
Missouri
$2.8M

Top Sellers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$0
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
MAM
3
Martingale Asset Management
Massachusetts
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
BlackRock
5
BlackRock
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$723K 57,700 +20,493 +55%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$592K 47,247 -159 -0.3%
PAM
28
Panagora Asset Management
Massachusetts
$568K 45,338 -278 -0.6%
Goldman Sachs
29
Goldman Sachs
New York
$534K 42,596 -47,325 -53%
SO
30
STRS Ohio
Ohio
$468K 37,400 – –
LPL Financial
31
LPL Financial
California
$431K 34,398 +6,250 +22%
TI
32
Trexquant Investment
Connecticut
$404K 32,265 +11,856 +58%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$361K 28,787 – –
Bank of America
34
Bank of America
North Carolina
$360K 28,707 +873 +3%
Franklin Resources
35
Franklin Resources
California
$353K 28,188 -6,414 -19%
Stifel Financial
36
Stifel Financial
Missouri
$348K 27,761 – –
VIA
37
Virtus Investment Advisers
Connecticut
$332K 26,472 – –
TIA
38
Tandem Investment Advisors
South Carolina
$313K 25,000 – –
Wells Fargo
39
Wells Fargo
California
$304K 24,281 -3,463 -12%
PIFP
40
Partners in Financial Planning
Virginia
$302K 24,088 – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$296K 23,628 -16 -0.1%
Two Sigma Investments
42
Two Sigma Investments
New York
$293K 23,379 -15,786 -40%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$243K 19,412 -3,449 -15%
CAN
44
Cetera Advisor Networks
California
$239K 19,073 – –
Ameriprise
45
Ameriprise
Minnesota
$215K 17,173 – –
Deutsche Bank
46
Deutsche Bank
Germany
$206K 16,450 +4,025 +32%
Millennium Management
47
Millennium Management
New York
$203K 16,172 -41,368 -72%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$201K 16,036 -4,283 -21%
Truist Financial
49
Truist Financial
North Carolina
$198K 15,786 -500 -3%
Citadel Advisors
50
Citadel Advisors
Florida
$194K 15,504 +12,808 +475%
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