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Carter's
CRI

Overview Fund Activity

329 hedge funds and large institutions have $2.65B invested in Carter's in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
58
Increased
125
Reduced
114
Closed
56
Calls
$9.23M
Puts
$12.2M
Net Calls
-$2.94M
Net Calls Change
-$13.1M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$154M
2
RI
2
RWWM Inc
California
$23.7M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$74.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$253M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$63.9M

Top Sellers

1
CCPM
1
Cooper Creek Partners Management
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
HA
3
Heartland Advisors
Wisconsin
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Norges Bank
5
Norges Bank
Norway
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Continuum Advisory
Idaho
$1.67K – – –
PTC
302
Private Trust Company
Ohio
$1.55K – – –
PGAM
303
Princeton Global Asset Management
New Jersey
$1.49K +$1.49K +24 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$1.43K -$310 -5 -18%
QL
305
Quarry LP
New York
$1.3K -$16K -259 -93%
CPG
306
Cornerstone Planning Group
New Jersey
$1.25K +$1.25K +21 New
PWMG
307
Private Wealth Management Group
New Jersey
$1.18K +$1.18K +19 New
Lazard Asset Management
308
Lazard Asset Management
New York
$1K -$86.6K -1,731 -99%
HFS
309
Hantz Financial Services
Michigan
$1K -$1.65K -28 -62%
IC
310
Innealta Capital
Texas
$992 +$992 +16 New
CFO
311
CVA Family Office
Colorado
$992 +$992 +16 New
GRP
312
Global Retirement Partners
California
$930 -$434 -7 -32%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$930 – – –
SAM
314
Smartleaf Asset Management
Massachusetts
$806 +$496 +8 +160%
SIC
315
SJS Investment Consulting
Ohio
$682 – – –
BGAI
316
Bruce G. Allen Investments
Colorado
$620 +$372 +6 +150%
FNWA
317
Financial Network Wealth Advisors
Utah
$620 +$620 +10 New
WWP
318
WR Wealth Planners
Missouri
$558 +$310 +5 +125%
EWA
319
EverSource Wealth Advisors
Alabama
$484 -$3.93K -65 -89%
PWA
320
Provenance Wealth Advisors
Florida
$434 – – –
FFA
321
Farther Finance Advisors
California
$428 -$2.2K -36 -84%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$372 -$306K -4,930 -100%
Jones Financial Companies
323
Jones Financial Companies
Missouri
$314 +$314 +5 New
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$310 +$62 +1 +25%
JFA
325
JNBA Financial Advisors
Minnesota
$310 +$310 +5 New
11 12
13
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