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Carter Bankshares
CARE

Overview Fund Activity

87 hedge funds and large institutions have $117M invested in Carter Bankshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
31
Closed
17
Calls
$38K
Puts
$1K
Net Calls
+$37K
Net Calls Change
-$129K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.29M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$17.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.92M
5
American Century Companies
5
American Century Companies
Missouri
$2.8M

Top Sellers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$0
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
MAM
3
Martingale Asset Management
Massachusetts
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
BlackRock
5
BlackRock
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$20.2M 1,613,131 -49,685 -3%
AllianceBernstein
2
AllianceBernstein
Tennessee
$17.3M 1,377,167 +92,264 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.2M 1,214,720 +4,298 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.3M 662,533 +122,042 +23%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.87M 468,746 +10,198 +2%
State Street
6
State Street
Massachusetts
$5.83M 465,155 -1,822 -0.4%
PU
7
Petiole USA
New York
$4.97M 396,873 – –
HCM
8
Huber Capital Management
California
$4.81M 383,912 – –
FL
9
Fourthstone LLC
Missouri
$3.29M 262,667 +262,667 New
American Century Companies
10
American Century Companies
Missouri
$2.8M 223,196 +35,093 +19%
Northern Trust
11
Northern Trust
Illinois
$2.46M 196,169 +4,972 +3%
BCM
12
Bridgeway Capital Management
Texas
$2.22M 176,890 +5,372 +3%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$1.92M 153,009 +40,602 +36%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.15M 92,039 -174 -0.2%
BCM
15
BHZ Capital Management
California
$1.1M 87,801 -1,469 -2%
Morgan Stanley
16
Morgan Stanley
New York
$1.07M 85,379 -29,275 -26%
Renaissance Technologies
17
Renaissance Technologies
New York
$990K 79,000 +10,800 +16%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$908K 72,494 +19,416 +37%
First Manhattan
19
First Manhattan
New York
$840K 67,032 – –
EF
20
Empowered Funds
Pennsylvania
$827K 66,005 +5,372 +9%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$823K 65,665 -830 -1%
RFC
22
Regions Financial Corp
Alabama
$814K 65,000 – –
Charles Schwab
23
Charles Schwab
California
$800K 63,841 – –
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$748K 59,705 -925 -2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$744K 59,400 -7,900 -12%
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