Carter Bankshares
CARE
CARE
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
7% less funds holding
Funds holding: 87 → 81 (-6)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Holders
81
Holding in Top 10
1
Calls
$1K
Puts
–
Top Buyers
| 1 | +$4.09M | |
| 2 | +$2.54M | |
| 3 | +$1.76M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.25M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$474K |
Top Sellers
| 1 | -$2.17M | |
| 2 | -$1.42M | |
| 3 | -$1.1M | |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$725K |
| 5 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
-$332K |