CARE icon

Carter Bankshares
CARE

Overview Fund Activity

116 hedge funds and large institutions have $195M invested in Carter Bankshares in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
51
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
$10.1M
2
DT
Diversified Trust
Tennessee
$2.33M
3
MCM
Maltese Capital Management
New York
$6.33M
4
CRC
Curi RMB Capital
Illinois
$1.62M
5
MCA
Mendon Capital Advisors
Florida
$2.47M

Top Sellers

1
NL
Nuveen LLC
North Carolina
$825K
2
Millennium Management
Millennium Management
New York
$194K
3
BlackRock
BlackRock
New York
$29.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.2M -$1.36M -78,458 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.3M -$95.2K -5,493 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.2M +$847K +48,850 +5%
FL
4
Fourthstone LLC
Missouri
$10.1M +$2.43M +139,960 +32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.29M +$61.2K +3,529 +0.7%
State Street
6
State Street
Massachusetts
$8.9M +$72.9K +4,203 +0.8%
KCM
7
Kennedy Capital Management
Missouri
$6.77M +$387K +22,315 +6%
PU
8
Petiole USA
New York
$6.71M – – –
MCM
9
Maltese Capital Management
New York
$6.33M +$1.33M +76,516 +27%
American Century Companies
10
American Century Companies
Missouri
$6.06M +$224K +12,935 +4%
Morgan Stanley
11
Morgan Stanley
New York
$4.02M +$967K +55,786 +32%
Goldman Sachs
12
Goldman Sachs
New York
$3.7M +$64.3K +3,707 +2%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$3.69M +$544K +31,380 +17%
HCM
14
Huber Capital Management
California
$3.3M -$207K -11,914 -6%
Northern Trust
15
Northern Trust
Illinois
$3.25M -$23.8K -1,373 -0.7%
BCM
16
Bridgeway Capital Management
Texas
$2.78M +$154K +8,903 +6%
Citadel Advisors
17
Citadel Advisors
Florida
$2.5M +$39.6K +2,286 +2%
MCA
18
Mendon Capital Advisors
Florida
$2.47M +$1.27M +73,275 +106%
DT
19
Diversified Trust
Tennessee
$2.33M +$2.33M +134,098 New
EC
20
EJF Capital
Virginia
$2.25M -$160K -9,230 -7%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.77M -$360K -20,766 -17%
EF
22
Empowered Funds
Pennsylvania
$1.73M +$154K +8,903 +10%
CRC
23
Curi RMB Capital
Illinois
$1.62M +$1.29M +74,178 +388%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.56M +$137K +7,917 +10%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.4M -$387K -22,329 -22%
1
2 3 4 5