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Carter Bankshares
CARE

Overview Fund Activity

106 hedge funds and large institutions have $193M invested in Carter Bankshares in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
42
Reduced
24
Closed
8
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
-$431K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$9.69M
2
MCM
2
Maltese Capital Management
New York
$3.54M
3
UBS Group
3
UBS Group
Switzerland
$2.38M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.34M
5
KCM
5
Kennedy Capital Management
Missouri
$5.71M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.83M
2
BCM
2
Basswood Capital Management
New York
$0
3
BMCM
3
Black Maple Capital Management
Wisconsin
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.5M
5
Squarepoint
5
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$1.61M -$250K -14,186 -13%
EF
27
Empowered Funds
Pennsylvania
$1.49M +$72K +4,093 +5%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$1.34M +$1.31M +74,826 +5,049%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.27M -$336K -19,100 -21%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.24M -$83.8K -4,763 -6%
Charles Schwab
31
Charles Schwab
California
$1.15M +$31.5K +1,790 +3%
MCA
32
Mendon Capital Advisors
Florida
$1.13M +$1.13M +64,117 New
Two Sigma Investments
33
Two Sigma Investments
New York
$1.1M +$125K +7,126 +13%
First Manhattan
34
First Manhattan
New York
$1.06M – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.05M +$113K +6,400 +12%
TI
36
Trexquant Investment
Connecticut
$995K +$215K +12,204 +28%
Ameriprise
37
Ameriprise
Minnesota
$992K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$891K +$33.5K +1,906 +4%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$764K +$482K +27,390 +171%
Stifel Financial
40
Stifel Financial
Missouri
$740K -$52.8K -3,000 -7%
PAM
41
Panagora Asset Management
Massachusetts
$736K -$25.6K -1,453 -3%
Invesco
42
Invesco
Georgia
$671K +$11.3K +643 +2%
KWM
43
Kingsview Wealth Management
Oregon
$635K +$635K +36,099 New
Barclays
44
Barclays
United Kingdom
$603K +$78.9K +4,490 +15%
Bank of America
45
Bank of America
North Carolina
$535K +$128K +7,266 +31%
Wells Fargo
46
Wells Fargo
California
$505K +$51.3K +2,917 +11%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$503K +$503K +28,614 New
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$493K +$493K +28,030 New
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$453K -$98.5K -5,600 -18%
CSS
50
Cubist Systematic Strategies
Connecticut
$419K +$419K +23,803 New
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