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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 %
GWM
76
Geneos Wealth Management
Colorado
$7.49K – – –
FFO
77
Fortitude Family Office
Arizona
$5.2K +$5.2K +347 New
C
78
Covestor
United Kingdom
$2K +$1.3K +102 +185%
VCM
79
Versant Capital Management
Arizona
$509 +$509 +34 New
GI
80
GAMMA Investing
California
$506 +$506 +35 New
FFA
81
Farther Finance Advisors
California
$15 +$15 +1 New
BCM
82
BHZ Capital Management
California
– -$1.1M -87,801 Closed
VIA
83
Virtus Investment Advisers
Connecticut
– -$332K -26,472 Closed
Two Sigma Investments
84
Two Sigma Investments
New York
– -$293K -23,379 Closed
Millennium Management
85
Millennium Management
New York
– -$203K -16,172 Closed
Citadel Advisors
86
Citadel Advisors
Florida
– -$194K -15,504 Closed
Mariner
87
Mariner
Kansas
– -$165K -13,139 Closed
BFG
88
Bleakley Financial Group
New Jersey
– -$127K -10,155 Closed
SS
89
Simplicity Solutions
Minnesota
– -$127K -10,155 Closed
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$126K -10,083 Closed
Allspring Global Investments
91
Allspring Global Investments
North Carolina
– -$84K -6,703 Closed
VFA
92
Virtus Fund Advisers
Connecticut
– -$48.1K -3,842 Closed
DWA
93
Dorsey Wright & Associates
California
– -$19.4K -1,552 Closed
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
– -$17.9K -1,430 Closed
LC
95
Lindbrook Capital
California
– -$8.53K -681 Closed
Creative Planning
96
Creative Planning
Kansas
– -$4.71K -376 Closed
GCM
97
Gladius Capital Management
Illinois
– -$4.02K -321 Closed
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