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Carter Bankshares
CARE

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in Carter Bankshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
21
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$36K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$8.02M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.82M
3
BlackRock
3
BlackRock
New York
$25.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.2M
5
American Century Companies
5
American Century Companies
Missouri
$3.81M

Top Sellers

1
HCM
1
Huber Capital Management
California
$3.58M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$875K
3
BCM
3
BHZ Capital Management
California
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$169K
5
VIA
5
Virtus Investment Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
26
Trexquant Investment
Connecticut
$652K +$169K +11,288 +35%
Invesco
27
Invesco
Georgia
$597K -$267K -17,821 -31%
SO
28
STRS Ohio
Ohio
$585K +$25.4K +1,700 +5%
Ameriprise
29
Ameriprise
Minnesota
$545K +$288K +19,244 +112%
Goldman Sachs
30
Goldman Sachs
New York
$517K -$120K -8,027 -19%
LPL Financial
31
LPL Financial
California
$515K – – –
Bank of America
32
Bank of America
North Carolina
$502K +$72.1K +4,816 +17%
Barclays
33
Barclays
United Kingdom
$464K +$405K +27,092 +686%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$431K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$428K +$188K +12,546 +78%
Franklin Resources
36
Franklin Resources
California
$421K -$509 -34 -0.1%
Stifel Financial
37
Stifel Financial
Missouri
$416K – – –
UBS Group
38
UBS Group
Switzerland
$376K +$178K +11,859 +90%
TIA
39
Tandem Investment Advisors
South Carolina
$374K – – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$362K +$8.35K +558 +2%
Wells Fargo
41
Wells Fargo
California
$345K -$18.4K -1,227 -5%
PIFP
42
Partners in Financial Planning
Virginia
$334K -$26.8K -1,788 -7%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$290K – – –
CAN
44
Cetera Advisor Networks
California
$286K – – –
Truist Financial
45
Truist Financial
North Carolina
$237K +$614 +41 +0.3%
TFF
46
The Family Firm
Maryland
$221K +$221K +14,748 New
Deutsche Bank
47
Deutsche Bank
Germany
$212K -$34.3K -2,291 -14%
MIM
48
MetLife Investment Management
New Jersey
$196K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$194K +$194K +12,964 New
SG Americas Securities
50
SG Americas Securities
New York
$186K +$26.6K +1,776 +17%
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