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Carter Bankshares
CARE

Overview Fund Activity

76 hedge funds and large institutions have $126M invested in Carter Bankshares in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$1.65M
2
TIA
Tandem Investment Advisors
South Carolina
$1.4M
3
BCM
Basswood Capital Management
New York
$1.21M
4
RFC
Regions Financial Corp
Alabama
$1.19M
5
BlackRock
BlackRock
New York
$25.2M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.45M
2
Wells Fargo
Wells Fargo
California
$327K
3
AllianceBernstein
AllianceBernstein
Tennessee
$22.5M
4
BCM
BHZ Capital Management
California
$3M
5
Northern Trust
Northern Trust
Illinois
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$25.2M +$1.03M +73,434 +4%
AllianceBernstein
2
AllianceBernstein
Tennessee
$22.5M -$576K -41,280 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17M +$179K +12,787 +1%
HPCM
4
Hunter Perkins Capital Management
Illinois
$6.7M -$45.4K -3,250 -0.7%
State Street
5
State Street
Massachusetts
$5.41M -$112K -8,019 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.09M -$53K -3,800 -1%
HCM
7
Huber Capital Management
California
$3.83M +$885K +63,387 +30%
Northern Trust
8
Northern Trust
Illinois
$3.12M -$250K -17,871 -7%
BCM
9
BHZ Capital Management
California
$3M -$449K -32,161 -13%
Charles Schwab
10
Charles Schwab
California
$2.29M +$79K +5,656 +4%
MFP
11
Michael F. Price
$2.21M – – –
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.65M +$1.65M +118,627 New
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.45M -$994K -71,161 -41%
TIA
14
Tandem Investment Advisors
South Carolina
$1.4M +$1.4M +100,000 New
Renaissance Technologies
15
Renaissance Technologies
New York
$1.33M +$376K +26,900 +39%
BCM
16
Basswood Capital Management
New York
$1.21M +$1.21M +86,517 New
EVC
17
Eidelman Virant Capital
Missouri
$1.21M +$291K +20,850 +32%
PPA
18
Parametric Portfolio Associates
Washington
$1.19M -$16K -1,148 -1%
Bank of America
19
Bank of America
North Carolina
$1.19M +$915K +65,626 +336%
RFC
20
Regions Financial Corp
Alabama
$1.19M +$1.19M +85,000 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.12M -$71.2K -5,100 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.1M +$25.7K +1,838 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.08M +$2.64K +189 +0.2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$1M -$95K -8,974 -9%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$968K -$24.1K -1,725 -2%
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