CARE icon

Carter Bankshares
CARE

Overview Fund Activity

114 hedge funds and large institutions have $194M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.53%
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
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$10.1M
2
DT
2
Diversified Trust
Tennessee
$2.33M
3
MCM
3
Maltese Capital Management
New York
$6.33M
4
CRC
4
Curi RMB Capital
Illinois
$1.62M
5
MCA
5
Mendon Capital Advisors
Florida
$2.47M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$825K
2
Millennium Management
2
Millennium Management
New York
$194K
3
BlackRock
3
BlackRock
New York
$29.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$527K 30,418 -2,657 -8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$525K 30,300 -30,395 -50%
Wells Fargo
53
Wells Fargo
California
$522K 30,127 +1,129 +4%
AllianceBernstein
54
AllianceBernstein
Tennessee
$422K 24,340 +6,390 +36%
EMFAT
55
Emerald Mutual Fund Advisers Trust
Pennsylvania
$383K 22,070 – –
LPL Financial
56
LPL Financial
California
$370K 21,357 +5,100 +31%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$349K 20,109 +292 +1%
SO
58
STRS Ohio
Ohio
$338K 19,500 -1,500 -7%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$337K 19,456 -30 -0.2%
Creative Planning
60
Creative Planning
Kansas
$330K 19,015 +19,015 New
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$321K 18,512 -3,945 -18%
Franklin Resources
62
Franklin Resources
California
$316K 18,204 +44 +0.2%
Truist Financial
63
Truist Financial
North Carolina
$303K 17,496 – –
BMCM
64
Black Maple Capital Management
Wisconsin
$297K 17,126 – –
CCIA
65
Campbell & Co Investment Adviser
Maryland
$293K 16,909 +16,909 New
Deutsche Bank
66
Deutsche Bank
Germany
$276K 15,896 +504 +3%
EGM
67
Engineers Gate Manager
New York
$262K 15,095 +2,172 +17%
First Trust Advisors
68
First Trust Advisors
Illinois
$256K 14,780 +930 +7%
PIFP
69
Partners in Financial Planning
Virginia
$252K 14,547 – –
SC
70
Savant Capital
Illinois
$246K 14,161 -1,019 -7%
MIM
71
MetLife Investment Management
New Jersey
$237K 13,692 +1,310 +11%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$218K 12,562 -1,074 -8%
Millennium Management
73
Millennium Management
New York
$194K 11,213 -82,606 -88%
SM
74
Salzhauer Michael
$186K 10,744 +10,744 New
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$184K 10,556 +10,556 New
1 2
3
4 5