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Carter's
CRI

Overview Fund Activity

305 hedge funds and large institutions have $3.02B invested in Carter's in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
42
Increased
111
Reduced
100
Closed
42
Calls
$6.51M
Puts
$6.01M
Net Calls
+$504K
Net Calls Change
+$946K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$58.4M
2
Renaissance Technologies
Renaissance Technologies
New York
$26.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$52.7M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$21.3M
5
NCM
Nine27 Capital Management
New York
$18M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$22.2M
2
ACH
ArrowMark Colorado Holdings
Colorado
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$84M
4
BlackRock
BlackRock
New York
$240M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$355 +$162 +2,248 +84%
BAAM
302
Baker Avenue Asset Management
California
$288 – – –
TWA
303
TCI Wealth Advisors
Arizona
$216 – – –
GWS
304
Glassman Wealth Services
Virginia
$216 – – –
FFA
305
Farther Finance Advisors
California
$144 – – –
BWM
306
BerganKDV Wealth Management
Minnesota
$5 -$4 – –
ACH
307
ArrowMark Colorado Holdings
Colorado
– -$54.4M -728,526 Closed
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
– -$16.8M -225,671 Closed
PTC
309
Petrus Trust Company
Texas
– -$14.9M -200,000 Closed
HCM
310
Hahn Capital Management
California
– -$7.08M -94,932 Closed
AM
311
AGF Management
Ontario, Canada
– -$3.5M -46,898 Closed
TC
312
TwinBeech Capital
New York
– -$3.31M -44,315 Closed
JIM
313
Jensen Investment Management
Oregon
– -$2.62M -35,140 Closed
BAM
314
Bullseye Asset Management
Colorado
– -$2.56M -34,326 Closed
Boston Partners
315
Boston Partners
Massachusetts
– -$2.56M -34,258 Closed
AACP
316
Advantage Alpha Capital Partners
California
– -$2.28M -30,589 Closed
UAM
317
Unison Asset Management
Florida
– -$2.11M -28,285 Closed
Diamond Hill Capital Management
318
Diamond Hill Capital Management
Ohio
– -$1.77M -23,726 Closed
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
– -$1.33M -17,790 Closed
BAM
320
Blueshift Asset Management
New Jersey
– -$972K -13,032 Closed
Pacer Advisors
321
Pacer Advisors
Pennsylvania
– -$546K -7,314 Closed
KeyBank National Association
322
KeyBank National Association
Ohio
– -$514K -6,886 Closed
EGM
323
Engineers Gate Manager
New York
– -$468K -6,266 Closed
HSBC Holdings
324
HSBC Holdings
United Kingdom
– -$467K -6,260 Closed
NYLIM
325
New York Life Investment Management
New York
– -$459K -6,149 Closed
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