CARE icon

Carter Bankshares
CARE

Overview Fund Activity

116 hedge funds and large institutions have $195M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
51
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$2.43M
2
DT
Diversified Trust
Tennessee
+$2.33M
3
MCM
Maltese Capital Management
New York
+$1.33M
4
CRC
Curi RMB Capital
Illinois
+$1.29M
5
MCA
Mendon Capital Advisors
Florida
+$1.27M

Top Sellers

1
NL
Nuveen LLC
North Carolina
-$8.84M
2
Millennium Management
Millennium Management
New York
-$1.43M
3
BlackRock
BlackRock
New York
-$1.36M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$810K
5
Marshall Wace
Marshall Wace
United Kingdom
-$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
26
Panagora Asset Management
Massachusetts
$1.37M +$246K +14,203 +22%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.24M +$35.6K +2,055 +3%
Ameriprise
28
Ameriprise
Minnesota
$1.19M +$212K +12,200 +22%
Charles Schwab
29
Charles Schwab
California
$1.17M +$32.7K +1,883 +3%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.11M -$271K -15,600 -20%
Renaissance Technologies
31
Renaissance Technologies
New York
$1.09M +$518K +29,900 +90%
OC
32
Oppenheimer & Close
New York
$1.08M +$1.08M +62,500 New
First Manhattan
33
First Manhattan
New York
$1.04M – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$934K -$463K -26,695 -33%
Group One Trading
35
Group One Trading
Illinois
$913K +$733K +42,300 +408%
Two Sigma Investments
36
Two Sigma Investments
New York
$896K -$279K -16,116 -24%
TI
37
Trexquant Investment
Connecticut
$878K -$32.6K -1,882 -4%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$843K -$223K -12,845 -21%
Jane Street
39
Jane Street
New York
$832K +$205K +11,801 +33%
NL
40
Nuveen LLC
North Carolina
$825K -$8.84M -509,948 -91%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$811K +$53.2K +3,066 +7%
Stifel Financial
42
Stifel Financial
Missouri
$744K -$35 -2 -0%
UBS Group
43
UBS Group
Switzerland
$691K +$54.4K +3,135 +9%
AQR Capital Management
44
AQR Capital Management
Connecticut
$676K +$239K +13,789 +55%
Barclays
45
Barclays
United Kingdom
$661K +$264K +15,241 +67%
KWM
46
Kingsview Wealth Management
Oregon
$609K -$17.3K -1,000 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$608K +$1.73K +100 +0.3%
Bank of America
48
Bank of America
North Carolina
$586K +$204K +11,763 +53%
Prudential Financial
49
Prudential Financial
New Jersey
$556K +$139K +8,030 +33%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$555K -$338K -19,501 -38%
1
2
3 4 5