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 %
Invesco
51
Invesco
Georgia
$527K -$46.1K -2,657 -8%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$525K -$527K -30,395 -50%
Wells Fargo
53
Wells Fargo
California
$522K +$19.6K +1,129 +4%
AllianceBernstein
54
AllianceBernstein
Tennessee
$422K +$111K +6,390 +36%
EMFAT
55
Emerald Mutual Fund Advisers Trust
Pennsylvania
$383K – – –
LPL Financial
56
LPL Financial
California
$370K +$88.4K +5,100 +31%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$349K +$5.06K +292 +1%
SO
58
STRS Ohio
Ohio
$338K -$26K -1,500 -7%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$337K -$520 -30 -0.2%
Creative Planning
60
Creative Planning
Kansas
$330K +$330K +19,015 New
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$321K -$68.4K -3,945 -18%
Franklin Resources
62
Franklin Resources
California
$316K +$763 +44 +0.2%
Truist Financial
63
Truist Financial
North Carolina
$303K – – –
BMCM
64
Black Maple Capital Management
Wisconsin
$297K – – –
CCIA
65
Campbell & Co Investment Adviser
Maryland
$293K +$293K +16,909 New
Deutsche Bank
66
Deutsche Bank
Germany
$276K +$8.74K +504 +3%
EGM
67
Engineers Gate Manager
New York
$262K +$37.7K +2,172 +17%
First Trust Advisors
68
First Trust Advisors
Illinois
$256K +$16.1K +930 +7%
PIFP
69
Partners in Financial Planning
Virginia
$252K – – –
SC
70
Savant Capital
Illinois
$246K -$17.7K -1,019 -7%
MIM
71
MetLife Investment Management
New Jersey
$237K +$22.7K +1,310 +11%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$218K -$18.6K -1,074 -8%
Millennium Management
73
Millennium Management
New York
$194K -$1.43M -82,606 -88%
SM
74
Salzhauer Michael
$186K +$186K +10,744 New
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$184K +$184K +10,556 New
1 2
3
4 5