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Carter Bankshares
CARE

Overview Fund Activity

68 hedge funds and large institutions have $215M invested in Carter Bankshares in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$27.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
$27.1M
3
Boston Partners
Boston Partners
Massachusetts
$3.79M
4
BCM
Bridgeway Capital Management
Texas
$3.68M
5
BlackRock
BlackRock
New York
$37.3M

Top Sellers

1
FCM
FJ Capital Management
Virginia
$0
2
MFP
Michael F. Price
$13.8M
3
TAM
Third Avenue Management
New York
$6.38M
4
BFC
Banc Funds Company
Illinois
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$37.3M +$2.81M +118,342 +8%
AllianceBernstein
2
AllianceBernstein
Tennessee
$27.1M +$26.8M +1,131,664 +10,987%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$27.1M +$27M +1,140,307 +285,077%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.7M +$861K +36,312 +4%
MFP
5
Michael F. Price
$13.8M -$5.97M -251,775 -30%
State Street
6
State Street
Massachusetts
$10.7M +$375K +15,820 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.04M +$541K +22,828 +8%
LBS
8
Lawrence B. Seidman
$6.78M – – –
TAM
9
Third Avenue Management
New York
$6.38M -$1.63M -68,593 -20%
Northern Trust
10
Northern Trust
Illinois
$5.94M -$75.3K -3,175 -1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.35M +$2.66M +111,981 +157%
MAM
12
Martingale Asset Management
Massachusetts
$4.04M +$835K +35,201 +26%
Boston Partners
13
Boston Partners
Massachusetts
$3.79M +$3.79M +159,818 New
BCM
14
Bridgeway Capital Management
Texas
$3.68M +$3.68M +155,000 New
Charles Schwab
15
Charles Schwab
California
$3.29M +$81.5K +3,437 +3%
Stifel Financial
16
Stifel Financial
Missouri
$3.18M +$543K +22,871 +21%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.61M +$395K +16,642 +18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.53M +$640K +26,995 +34%
PAIM
19
Punch & Associates Investment Management
Minnesota
$2.23M – – –
PC
20
Permanens Capital
New York
$1.53M – – –
Bessemer Group
21
Bessemer Group
New Jersey
$1.45M +$318K +13,400 +28%
Wells Fargo
22
Wells Fargo
California
$1.19M -$31.2K -1,315 -3%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.08M +$1.08M +45,300 New
AG
24
AlphaSimPlex Group
Massachusetts
$1.03M +$1.03M +43,434 New
Morgan Stanley
25
Morgan Stanley
New York
$873K +$575K +24,238 +193%
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