CARE icon

Carter Bankshares
CARE

Overview Fund Activity

93 hedge funds and large institutions have $181M invested in Carter Bankshares in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
36
Reduced
25
Closed
7
Calls
$809K
Puts
$33K
Net Calls
+$776K
Net Calls Change
+$770K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$4.41M
2
FL
2
Fourthstone LLC
Missouri
$4.77M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.03M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.6M
2
Invesco
2
Invesco
Georgia
$652K
3
EC
3
EJF Capital
Virginia
$3.13M
4
Millennium Management
4
Millennium Management
New York
$758K
5
MCA
5
Mendon Capital Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.5M +$363K +20,852 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.7M +$591K +33,994 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.8M +$1.24M +71,587 +8%
AllianceBernstein
4
AllianceBernstein
Tennessee
$15.6M -$4.94M -283,942 -24%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.11M +$315K +18,109 +4%
State Street
6
State Street
Massachusetts
$8.64M +$343K +19,751 +4%
PU
7
Petiole USA
New York
$6.9M – – –
American Century Companies
8
American Century Companies
Missouri
$5.89M +$21.1K +1,212 +0.4%
FL
9
Fourthstone LLC
Missouri
$4.77M +$3.21M +184,565 +205%
KCM
10
Kennedy Capital Management
Missouri
$4.41M +$3.87M +222,761 +719%
Goldman Sachs
11
Goldman Sachs
New York
$4.03M +$1.68M +96,574 +72%
HCM
12
Huber Capital Management
California
$3.56M -$139K -8,000 -4%
Northern Trust
13
Northern Trust
Illinois
$3.34M -$177K -10,181 -5%
EC
14
EJF Capital
Virginia
$3.13M -$582K -33,490 -16%
Morgan Stanley
15
Morgan Stanley
New York
$2.91M +$1.24M +71,581 +75%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.77M +$2.77M +159,040 New
BCM
17
Bridgeway Capital Management
Texas
$2.45M -$368K -21,180 -13%
Citadel Advisors
18
Citadel Advisors
Florida
$2.14M +$398K +22,868 +23%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.14M +$23.6K +1,359 +1%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$1.87M +$721K +41,470 +63%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.84M +$388K +22,303 +27%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.73M +$20.2K +1,161 +1%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.59M +$144K +8,300 +10%
EF
24
Empowered Funds
Pennsylvania
$1.4M +$69.9K +4,020 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.3M -$315K -18,135 -19%
1
2 3 4