Carter Bankshares
CARE
163 hedge funds and large institutions have $493M invested in Carter Bankshares in 2026 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 12 closing their positions.
325% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 12
76% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 33
67% more capital invested
Capital invested by funds: $296M → $493M (+$198M)
30% more funds holding
Funds holding: 125 → 163 (+38)
8.09% more ownership
Funds ownership: 57.23% → 65.33% (+8.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$17.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$11.2M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$10.5M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$7.14M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$35M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$6.06M |
| 3 |
PU
Petiole USA
New York
|
-$5.47M |
| 4 |
Squarepoint
New York
|
-$3.17M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.01M |
CARE Hedge Fund Activity: Q2 2026 in Review
163 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q2 2026, worth a combined $493M — up 67% from $296M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new CARE positions and 12 closed out — a net gain of 39 holders — while 58 added to existing stakes and 33 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $17.3M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $35M sold.
- 163 institutional investors held Carter Bankshares (CARE) as of Q2 2026, up from 125 in Q1 2026.
- Funds reported $493M of Carter Bankshares stock for Q2 2026, up 67% quarter-over-quarter.
- 51 funds opened new Carter Bankshares positions in Q2 2026 and 12 closed out, a net change of +39 holders.
- The largest Carter Bankshares buyer in Q2 2026 was Lazard Asset Management, an estimated $17.3M added.
- The largest Carter Bankshares seller in Q2 2026 was Fourthstone LLC, an estimated $35M sold.
Based on aggregated 13F filings for Q2 2026.