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Carter Bankshares
CARE
CARE
121 hedge funds and large institutions have $229M invested in Carter Bankshares in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 57 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.96% more ownership
Funds ownership: 50.8% → 52.77% (+2%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
2% more capital invested
Capital invested by funds: $224M → $229M (+$5.56M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 122 → 121 (-1)
49% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 57
Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
29
Reduced
57
Closed
13
Calls
$971K
Puts
–
Net Calls
+$971K
Net Calls Change
-$5K
Top Buyers
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.69M |
| 2 |
Squarepoint
New York
|
+$1.68M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.13M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.13M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$718K |
Top Sellers
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.25M |
| 2 |
Morgan Stanley
New York
|
-$896K |
| 3 |
Two Sigma Advisers
New York
|
-$895K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$752K |
| 5 |
Two Sigma Investments
New York
|
-$733K |