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.

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
1
Fourthstone LLC
Missouri
$10.1M
2
DT
2
Diversified Trust
Tennessee
$2.33M
3
MCM
3
Maltese Capital Management
New York
$6.33M
4
CRC
4
Curi RMB Capital
Illinois
$1.62M
5
MCA
5
Mendon Capital Advisors
Florida
$2.47M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$825K
2
Millennium Management
2
Millennium Management
New York
$194K
3
BlackRock
3
BlackRock
New York
$29.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Sterling Capital Management
North Carolina
$9.03K +$2.2K +127 +32%
GI
102
GAMMA Investing
California
$6.43K +$5.67K +327 +743%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$6.29K +$6.29K +363 New
FFO
104
Fortitude Family Office
Arizona
$3.95K -$1.34K -77 -25%
HCA
105
Harbor Capital Advisors
Illinois
$3K +$1.17K +66 +63%
RIL
106
Rothschild Investment LLC
Illinois
$1.39K +$694 +40 +100%
WA
107
WPG Advisers
Maryland
$1.25K – – –
AF
108
Allworth Financial
California
$1.09K +$1.09K +63 New
CA
109
Clearstead Advisors
Ohio
$1.02K +$1.02K +59 New
TWD
110
True Wealth Design
Ohio
$937 +$937 +54 New
IA
111
IFP Advisors
Florida
$850 +$850 +39 New
PWA
112
Physician Wealth Advisors
Utah
$746 +$746 +43 New
SAM
113
Smartleaf Asset Management
Massachusetts
$715 – – –
PA
114
Parallel Advisors
California
$191 +$191 +11 New
FFA
115
Farther Finance Advisors
California
$17 – – –
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
– -$810K -50,069 Closed
Marshall Wace
117
Marshall Wace
United Kingdom
– -$529K -32,691 Closed
Man Group
118
Man Group
United Kingdom
– -$405K -25,052 Closed
CSS
119
Cubist Systematic Strategies
Connecticut
– -$397K -24,547 Closed
B
120
Bailard
California
– -$301K -18,627 Closed
MAM
121
Martingale Asset Management
Massachusetts
– -$287K -17,730 Closed
IIM
122
INTECH Investment Management
Florida
– -$207K -12,798 Closed
CF
123
Corebridge Financial
Texas
– -$181K -11,174 Closed
SG Americas Securities
124
SG Americas Securities
New York
– -$140K -8,625 Closed
CCM
125
Coldstream Capital Management
Washington
– -$18.8K -1,164 Closed
2 3 4
5
6