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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 %
AIP
76
Ameritas Investment Partners
Nebraska
$25K 1,998 – –
Osaic Holdings
77
Osaic Holdings
Arizona
$22.8K 1,822 – –
DWA
78
Dorsey Wright & Associates
California
$19.4K 1,552 -54 -3%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$17.9K 1,430 – –
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$15.6K 1,248 – –
LFG
81
Larson Financial Group
Missouri
$15.5K 1,239 – –
LC
82
Lindbrook Capital
California
$8.53K 681 +681 New
GWM
83
Geneos Wealth Management
Colorado
$6.27K 500 – –
Creative Planning
84
Creative Planning
Kansas
$4.71K 376 +376 New
GCM
85
Gladius Capital Management
Illinois
$4.02K 321 +321 New
Citigroup
86
Citigroup
New York
$3.37K 269 -6,855 -96%
C
87
Covestor
United Kingdom
$1K 55 -52 -49%
HIM
88
Hillsdale Investment Management
Ontario, Canada
– – -113,845 Closed
KCM
89
Kennedy Capital Management
Missouri
– – -95,789 Closed
MAM
90
Martingale Asset Management
Massachusetts
– – -74,432 Closed
First Trust Advisors
91
First Trust Advisors
Illinois
– – -73,782 Closed
B
92
Bailard
California
– – -29,600 Closed
CCIA
93
Campbell & Co Investment Adviser
Maryland
– – -18,265 Closed
OPS
94
Orion Portfolio Solutions
Nebraska
– – -17,785 Closed
BCI
95
Brinker Capital Investments
Pennsylvania
– – -17,785 Closed
WAM
96
Watershed Asset Management
California
– – -16,523 Closed
ZIM
97
Zacks Investment Management
Illinois
– – -14,234 Closed
CC
98
Corton Capital
Ontario, Canada
– – -12,965 Closed
GCP
99
GSA Capital Partners
United Kingdom
– – -11,538 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– – -10,624 Closed
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4
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