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Carter Bankshares
CARE

Overview Fund Activity

90 hedge funds and large institutions have $131M invested in Carter Bankshares in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
32
Reduced
33
Closed
5
Calls
$13K
Puts
$22K
Net Calls
-$9K
Net Calls Change
+$1K

Top Buyers

1
BCM
1
BHZ Capital Management
California
$1.22M
2
American Century Companies
2
American Century Companies
Missouri
$2.31M
3
HCM
3
Huber Capital Management
California
$6.16M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.41M
5
KCM
5
Kennedy Capital Management
Missouri
$1.06M

Top Sellers

1
Invesco
1
Invesco
Georgia
$532K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$18.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
BlackRock
4
BlackRock
New York
$23M
5
SCP
5
Seizert Capital Partners
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$23M 1,641,541 -37,945 -2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$18.7M 1,335,476 -65,924 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.2M 1,229,981 -27,557 -2%
State Street
4
State Street
Massachusetts
$6.63M 473,452 +4,809 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.41M 457,776 +46,052 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.29M 449,619 +9,276 +2%
HCM
7
Huber Capital Management
California
$6.16M 440,211 +46,866 +12%
PU
8
Petiole USA
New York
$5.56M 396,873 – –
Northern Trust
9
Northern Trust
Illinois
$2.67M 190,549 -4,541 -2%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$2.35M 167,800 – –
American Century Companies
11
American Century Companies
Missouri
$2.31M 166,304 +49,559 +42%
BCM
12
Bridgeway Capital Management
Texas
$1.6M 114,410 -3,230 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.27M 90,951 -3,762 -4%
Morgan Stanley
14
Morgan Stanley
New York
$1.26M 90,149 +8,203 +10%
BCM
15
BHZ Capital Management
California
$1.22M 87,214 +87,214 New
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.2M 85,376 -23,367 -21%
Goldman Sachs
17
Goldman Sachs
New York
$1.12M 79,658 +29,623 +59%
Citadel Advisors
18
Citadel Advisors
Florida
$1.09M 77,674 -48,119 -38%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.06M 75,827 -3,141 -4%
KCM
20
Kennedy Capital Management
Missouri
$1.06M 75,749 +35,054 +86%
MAM
21
Martingale Asset Management
Massachusetts
$1.05M 75,232 -200 -0.3%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1M 71,555 -867 -1%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$941K 67,282 +26,641 +66%
First Manhattan
24
First Manhattan
New York
$938K 67,032 +5,000 +8%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$931K 66,495 -7,131 -10%
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