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Carter Bankshares
CARE

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in Carter Bankshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
21
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$36K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$8.02M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.82M
3
BlackRock
3
BlackRock
New York
$25.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.2M
5
American Century Companies
5
American Century Companies
Missouri
$3.81M

Top Sellers

1
HCM
1
Huber Capital Management
California
$3.58M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$875K
3
BCM
3
BHZ Capital Management
California
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$169K
5
VIA
5
Virtus Investment Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$181K +$122K +8,167 +206%
First Trust Advisors
52
First Trust Advisors
Illinois
$178K +$178K +11,878 New
VOYA Investment Management
53
VOYA Investment Management
Georgia
$174K -$6.17K -412 -3%
SC
54
Savant Capital
Illinois
$171K – – –
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$169K -$725K -48,412 -81%
AIG
56
American International Group
New York
$169K -$7.59K -507 -4%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$157K – – –
EGM
58
Engineers Gate Manager
New York
$157K -$25.5K -1,704 -14%
Jane Street
59
Jane Street
New York
$152K +$152K +10,176 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$134K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$84.5K +$9.93K +663 +13%
SIC
62
Salem Investment Counselors
North Carolina
$80.8K – – –
CWP
63
Concord Wealth Partners
Virginia
$56.4K +$56.4K +3,765 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$55.9K -$22.1K -1,477 -28%
Citigroup
65
Citigroup
New York
$55.2K +$51.2K +3,419 +1,271%
SL
66
Salomon & Ludwin
Virginia
$54.7K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$45.3K -$95.9K -6,405 -68%
AB
68
Amalgamated Bank
New York
$32K -$3.93K -265 -11%
Legal & General Group
69
Legal & General Group
United Kingdom
$30.6K – – –
AIP
70
Ameritas Investment Partners
Nebraska
$29.9K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$27.3K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$26K +$26K +1,723 New
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.8K -$59.9K -4,000 -71%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$18.7K – – –
LFG
75
Larson Financial Group
Missouri
$18.5K – – –
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