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CTHR

Charles & Colvard Ltd

Delisted

CTHR was delisted on the 24th of April, 2025.

30 hedge funds and large institutions have $13.8M invested in Charles & Colvard Ltd in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

6% less funds holding

Funds holding: 3230 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

45% less capital invested

Capital invested by funds: $25.2M → $13.8M (-$11.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Goldman Capital Management
New York
$3.01M +$1.85M +44,531 +47%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.42M +$12.9K +310 +0.6%
RFC
3
Regions Financial Corp
Alabama
$1.31M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.24M +$46.7K +1,122 +3%
OIM
5
Orca Investment Management
Oregon
$1.19M -$8.12K -195 -0.5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$1.11M -$190K -4,560 -10%
PP
7
Palladium Partners
Virginia
$823K -$58.9K -1,416 -5%
KCM
8
Kennedy Capital Management
Missouri
$803K -$31.9K -767 -3%
US Bancorp
9
US Bancorp
Minnesota
$715K
CCM
10
Coe Capital Management
Illinois
$520K -$122K -2,930 -14%
BCM
11
Bridgeway Capital Management
Texas
$346K
BFA
12
BlackRock Fund Advisors
California
$184K +$32.5K +782 +14%
RBC
13
Ronald Blue & Co
Georgia
$176K -$34.9K -838 -12%
Wells Fargo
14
Wells Fargo
California
$171K -$217K -5,223 -47%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$140K
Morgan Stanley
16
Morgan Stanley
New York
$124K +$6.08K +146 +3%
AIG
17
American International Group
New York
$115K +$6.24K +150 +4%
Northern Trust
18
Northern Trust
Illinois
$102K
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$100K -$335K -8,050 -69%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$81K +$2.41K +58 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$59K +$85.9K +2,064 New
ANTB
22
AMG National Trust Bank
Colorado
$39K
U
23
UBS
Switzerland
$27K +$24.8K +596 +176%
Deutsche Bank
24
Deutsche Bank
Germany
$18K +$27.3K +655 New
BA
25
BlackRock Advisors
Delaware
$14K +$4.37K +105 +28%

CTHR Hedge Fund Activity: Q1 2014 in Review

30 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q1 2014, worth a combined $13.8M — down 45% from $25.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CTHR and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Goldman Capital Management, adding an estimated $1.85M. The largest seller was California Public Employees Retirement System, cutting an estimated $335K.

  • 30 institutional investors held Charles & Colvard Ltd (CTHR) as of Q1 2014, down from 32 in Q4 2013.
  • Funds reported $13.8M of Charles & Colvard Ltd stock for Q1 2014, down 45% quarter-over-quarter.
  • 3 funds opened new Charles & Colvard Ltd positions in Q1 2014 and 5 closed out, a net change of -2 holders.
  • The largest Charles & Colvard Ltd buyer in Q1 2014 was Goldman Capital Management, an estimated $1.85M added.
  • The largest Charles & Colvard Ltd seller in Q1 2014 was California Public Employees Retirement System, an estimated $335K sold.

Based on aggregated 13F filings for Q1 2014.