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Carter Bankshares
CARE

Overview Fund Activity

112 hedge funds and large institutions have $179M invested in Carter Bankshares in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
37
Reduced
38
Closed
5
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
-$311K

Top Buyers

1
MCM
Maltese Capital Management
New York
+$1.42M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$754K
3
KCM
Kennedy Capital Management
Missouri
+$707K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$657K
5
Jane Street
Jane Street
New York
+$585K

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$3.23M
2
FL
Fourthstone LLC
Missouri
-$1.73M
3
UBS Group
UBS Group
Switzerland
-$1.6M
4
Goldman Sachs
Goldman Sachs
New York
-$1.07M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$28.5M +$277K +17,133 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.9M +$246K +15,221 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.1M +$657K +40,596 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$8.61M +$160K +9,891 +2%
State Street
5
State Street
Massachusetts
$8.24M -$87.6K -5,412 -1%
FL
6
Fourthstone LLC
Missouri
$7.18M -$1.73M -107,080 -19%
PU
7
Petiole USA
New York
$6.26M – – –
KCM
8
Kennedy Capital Management
Missouri
$5.96M +$707K +43,673 +13%
NL
9
Nuveen LLC
North Carolina
$5.68M +$5.68M +557,504 New
American Century Companies
10
American Century Companies
Missouri
$5.45M -$107K -6,590 -2%
MCM
11
Maltese Capital Management
New York
$4.67M +$1.42M +87,456 +44%
Goldman Sachs
12
Goldman Sachs
New York
$3.39M -$1.07M -66,198 -24%
HCM
13
Huber Capital Management
California
$3.28M – – –
Northern Trust
14
Northern Trust
Illinois
$3.06M -$127K -7,862 -4%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$2.94M -$43.7K -2,700 -1%
Morgan Stanley
16
Morgan Stanley
New York
$2.85M -$45.1K -2,785 -2%
BCM
17
Bridgeway Capital Management
Texas
$2.45M +$99.6K +6,157 +4%
Citadel Advisors
18
Citadel Advisors
Florida
$2.3M +$384K +23,732 +20%
EC
19
EJF Capital
Virginia
$2.25M -$1.05M -65,093 -32%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.99M +$16 +1 +0%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.67M +$184K +11,345 +12%
Millennium Management
22
Millennium Management
New York
$1.52M +$21.7K +1,343 +1%
EF
23
Empowered Funds
Pennsylvania
$1.47M +$99.6K +6,157 +7%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.33M +$93.7K +5,797 +8%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.3M -$710K -43,906 -35%
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