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Carter Bankshares
CARE

Overview Fund Activity

69 hedge funds and large institutions have $81.9M invested in Carter Bankshares in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.91M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.82M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$363K
4
BlackRock
BlackRock
New York
+$354K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$316K

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.69M
2
AG
AlphaSimPlex Group
Massachusetts
-$1.03M
3
MAM
Martingale Asset Management
Massachusetts
-$995K
4
Stifel Financial
Stifel Financial
Missouri
-$729K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$14.8M +$354K +38,524 +2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.4M +$1.91M +207,897 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.6M +$1.82M +198,096 +21%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$6.78M -$3.69M -401,521 -35%
MFP
5
Michael F. Price
$5.01M -$337K -36,707 -6%
State Street
6
State Street
Massachusetts
$4.24M +$81K +8,818 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.09M +$363K +39,527 +13%
LBS
8
Lawrence B. Seidman
$2.62M – – –
TAM
9
Third Avenue Management
New York
$2.47M – – –
Northern Trust
10
Northern Trust
Illinois
$2.43M +$134K +14,586 +6%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.96M +$280K +30,489 +17%
BCM
12
Bridgeway Capital Management
Texas
$1.42M – – –
Charles Schwab
13
Charles Schwab
California
$1.28M +$8.4K +914 +0.7%
Boston Partners
14
Boston Partners
Massachusetts
$1.09M -$380K -41,450 -26%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$999K +$20.3K +2,217 +2%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$948K -$62.8K -6,832 -6%
PAIM
17
Punch & Associates Investment Management
Minnesota
$861K – – –
PC
18
Permanens Capital
New York
$808K +$216K +23,500 +36%
MAM
19
Martingale Asset Management
Massachusetts
$567K -$995K -108,350 -64%
Wells Fargo
20
Wells Fargo
California
$545K +$85.5K +9,310 +19%
Stifel Financial
21
Stifel Financial
Missouri
$505K -$729K -79,251 -59%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$479K +$316K +34,449 +194%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$444K +$202K +22,026 +84%
Swiss National Bank
24
Swiss National Bank
Switzerland
$422K +$6.42K +700 +2%
Goldman Sachs
25
Goldman Sachs
New York
$389K +$237K +25,802 +155%
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