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Carter Bankshares
CARE

Overview Fund Activity

87 hedge funds and large institutions have $117M invested in Carter Bankshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
31
Closed
17
Calls
$38K
Puts
$1K
Net Calls
+$37K
Net Calls Change
-$129K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.29M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$17.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.92M
5
American Century Companies
5
American Century Companies
Missouri
$2.8M

Top Sellers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$0
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
MAM
3
Martingale Asset Management
Massachusetts
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
BlackRock
5
BlackRock
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$166K 13,229 -560 -4%
Mariner
52
Mariner
Kansas
$165K 13,139 -6,883 -34%
MIM
53
MetLife Investment Management
New Jersey
$164K 13,083 – –
EGM
54
Engineers Gate Manager
New York
$153K 12,198 +302 +3%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$151K 12,040 -18,010 -60%
AIG
56
American International Group
New York
$148K 11,790 +418 +4%
SC
57
Savant Capital
Illinois
$143K 11,400 – –
SG Americas Securities
58
SG Americas Securities
New York
$133K 10,631 +10,631 New
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$132K 10,520 – –
BFG
60
Bleakley Financial Group
New Jersey
$127K 10,155 -3,070 -23%
SS
61
Simplicity Solutions
Minnesota
$127K 10,155 -3,059 -23%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126K 10,083 – –
TRCT
63
Tower Research Capital (TRC)
New York
$118K 9,431 +8,869 +1,578%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$112K 8,940 +9 +0.1%
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$84K 6,703 +2,628 +64%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K 5,659 – –
SIC
67
Salem Investment Counselors
North Carolina
$67.7K 5,400 – –
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$65.3K 5,213 -2,646 -34%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$62.4K 4,983 -19 -0.4%
SL
70
Salomon & Ludwin
Virginia
$54.7K 4,365 +4,365 New
Barclays
71
Barclays
United Kingdom
$50K 3,947 -1,103 -22%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$50K 3,966 +1,083 +38%
VFA
73
Virtus Fund Advisers
Connecticut
$48.1K 3,842 – –
AB
74
Amalgamated Bank
New York
$30K 2,421 – –
Legal & General Group
75
Legal & General Group
United Kingdom
$25.6K 2,047 -307 -13%
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3
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