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Carter's
CRI

Overview Fund Activity

320 hedge funds and large institutions have $3.1B invested in Carter's in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 43 closing their positions.

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
4.69%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
65
Increased
123
Reduced
99
Closed
43
Calls
$6.55M
Puts
$3.38M
Net Calls
+$3.16M
Net Calls Change
+$4.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$234M
2
Morgan Stanley
2
Morgan Stanley
New York
$71M
3
CCPM
3
Cooper Creek Partners Management
New York
$53.9M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$47.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$21M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$611K
2
SCM
2
Shapiro Capital Management
Georgia
$178M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$920K
4
IP
4
Interval Partners
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
301
Principal Securities
Iowa
$4.79K 64 +64 New
QC
302
Quent Capital
New York
$4.64K 62 +11 +22%
FFA
303
Farther Finance Advisors
California
$3.22K 43 +41 +2,050%
LC
304
Lindbrook Capital
California
$2.62K 35 – –
PTC
305
Private Trust Company
Ohio
$2.25K 30 +30 New
APW
306
Atlantic Private Wealth
North Carolina
$2.17K 29 – –
JWA
307
JFS Wealth Advisors
Pennsylvania
$2.1K 28 -1 -3%
Robeco Institutional Asset Management
308
Robeco Institutional Asset Management
Netherlands
$2.1K 28 +28 New
AF
309
Allworth Financial
California
$2.02K 27 +23 +575%
AT
310
Arlington Trust
Alabama
$1.65K 22 +22 New
GRP
311
Global Retirement Partners
California
$1.6K 22 -6 -21%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.27K 17 – –
SIC
313
SJS Investment Consulting
Ohio
$824 11 +1 +10%
AF
314
Advisornet Financial
Minnesota
$824 11 +5 +83%
HCP
315
Hexagon Capital Partners
Arkansas
$749 10 -3 -23%
SWM
316
Spire Wealth Management
Virginia
$732 10 +10 New
PWA
317
Provenance Wealth Advisors
Florida
$524 7 +1 +17%
GI
318
Gradient Investments
Minnesota
$449 6 – –
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$300 4 +4 New
KFS
320
Kelly Financial Services
Massachusetts
– – -40 Closed
Mackenzie Financial
321
Mackenzie Financial
Ontario, Canada
– – -374,543 Closed
IP
322
Interval Partners
New York
– – -364,967 Closed
CVA
323
Ceredex Value Advisors
Florida
– – -101,420 Closed
CCM
324
Cinctive Capital Management
New York
– – -71,718 Closed
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
– – -57,274 Closed
11 12
13
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