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Carter Bankshares
CARE

Overview Fund Activity

106 hedge funds and large institutions have $193M invested in Carter Bankshares in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
42
Reduced
24
Closed
8
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
-$431K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$9.69M
2
MCM
2
Maltese Capital Management
New York
$3.54M
3
UBS Group
3
UBS Group
Switzerland
$2.38M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.34M
5
KCM
5
Kennedy Capital Management
Missouri
$5.71M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.83M
2
BCM
2
Basswood Capital Management
New York
$0
3
BMCM
3
Black Maple Capital Management
Wisconsin
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.5M
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$30.7M 1,746,277 +47,653 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.5M 1,276,940 -28,198 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.9M 1,015,988 +51,987 +5%
FL
4
Fourthstone LLC
Missouri
$9.69M 551,013 +276,532 +101%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.19M 522,252 -1,339 -0.3%
State Street
6
State Street
Massachusetts
$9.05M 514,606 +18,003 +4%
PU
7
Petiole USA
New York
$6.81M 386,873 -10,000 -3%
American Century Companies
8
American Century Companies
Missouri
$6.04M 343,193 +4,238 +1%
KCM
9
Kennedy Capital Management
Missouri
$5.71M 324,569 +70,836 +28%
Goldman Sachs
10
Goldman Sachs
New York
$4.85M 275,808 +44,299 +19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$3.83M 217,662 -682,247 -76%
EC
12
EJF Capital
Virginia
$3.59M 203,865 +23,941 +13%
HCM
13
Huber Capital Management
California
$3.56M 202,467 -2,000 -1%
MCM
14
Maltese Capital Management
New York
$3.54M 201,000 +201,000 New
Northern Trust
15
Northern Trust
Illinois
$3.46M 196,887 +4,704 +2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.24M 184,340 +25,300 +16%
Morgan Stanley
17
Morgan Stanley
New York
$3.15M 178,981 +11,625 +7%
BCM
18
Bridgeway Capital Management
Texas
$2.55M 145,053 +4,093 +3%
UBS Group
19
UBS Group
Switzerland
$2.38M 135,511 +124,750 +1,159%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$2.34M 133,008 +25,332 +24%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.19M 124,453 +62,574 +101%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$2.17M 123,083 +70 +0.1%
Citadel Advisors
23
Citadel Advisors
Florida
$2.08M 118,303 -4,901 -4%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.93M 109,852 +10,599 +11%
Millennium Management
25
Millennium Management
New York
$1.63M 92,476 +48,869 +112%
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