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Carter Bankshares

119 hedge funds and large institutions have $224M invested in Carter Bankshares in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.36% more ownership

Funds ownership: 48.44%50.8% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$976K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.82M
2 +$1.31M
3 +$1.24M
4
Goldman Sachs
Goldman Sachs
New York
+$1.11M
5
KCM
Kennedy Capital Management
Missouri
+$981K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$615K
SM
52
Salzhauer Michael
$539K
AllianceBernstein
53
AllianceBernstein
Tennessee
$456K
UBS Group
54
UBS Group
Switzerland
$443K
LPL Financial
55
LPL Financial
California
$415K
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$394K
Connor, Clark & Lunn Investment Management (CC&L)
57
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$384K
Franklin Resources
58
Franklin Resources
California
$353K
Truist Financial
59
Truist Financial
North Carolina
$340K
QCM
60
Quantinno Capital Management
New York
$330K
Millennium Management
61
Millennium Management
New York
$322K
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$309K
Deutsche Bank
63
Deutsche Bank
Germany
$309K
CCIA
64
Campbell & Co Investment Adviser
Maryland
$291K
PIFP
65
Partners in Financial Planning
Virginia
$282K
SO
66
STRS Ohio
Ohio
$280K
MIM
67
MetLife Investment Management
New Jersey
$266K
PCM
68
Polymer Capital Management
New York
$247K
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$235K
Mirae Asset Global ETFs Holdings
70
Mirae Asset Global ETFs Holdings
Hong Kong
$204K
BMCM
71
Black Maple Capital Management
Wisconsin
$194K
CSS
72
Cubist Systematic Strategies
Connecticut
$186K
PFSRSONJ
73
Police & Firemen's Retirement System of New Jersey
New Jersey
$143K
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$142K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$108K